Create a Project

There are two ways to create a project, the correct way is to create a note first.  When you create a note that information will be saved under the property, and can be used for future reference.  The notes may contain valid information from property boundaries, site information and much more.  The notes then can be transferred information to your project.  The second way to create a project is by selecting the "My Projects" tab. 

To create a project by creating a note first--> Select the menu icon --> select, "My properties." Select the property that you would like to create a project for. Within the notes tab, here you will notice any notes you have added about your property, all this information will be transferred into your project once you create it. Select--> "Projects." Select--> "Create a project," select the information that you would like to let the service provider know.  Type the type of project that you would like to create and name your project--> Select, "Create Project." Here you will notice a project template has been created for you.  To make changes to the template click on the green icons (View Video for Details).  Select, "Start Project" once you are done making your changes!   

To create a project within the project tab--> Select the main menu icon and select, "My projects." Select the plus icon and follow the instructions, as you would after you have created a note.