Starting a New Project
Create a new project in Completix in seconds. Pick a template that matches your delivery approach and Completix pre-configures the right tabs, governance settings, and structure for you.
Step 1 — Open the Create Dialog
You can start a new project from two places in the navigation menu, and the choice matters:
- From All Projects — click the + icon next to All Projects. The new project appears in All Projects only, and no PM is automatically assigned.
- From My Projects — click the + icon next to My Projects. You are automatically set as the Project Manager, and the project appears in both All Projects and your My Projects list.
Step 2 — Select a Template
A template picker lists all project templates created by your Site Admin. Each template pre-configures the tabs, governance settings, and structure for a specific delivery approach. You can search or scroll to find the right one, then click it to create your project.
Whatever is set in the template is what your new project inherits — tabs, governance gates, schedule structure, and more.
Step 3 — Access Your Project
Where your project appears depends on how you created it. If you used the All Projects entry point, the project shows up in All Projects only. If you used the My Projects entry point, it appears in both All Projects and your My Projects list, with you set as PM.
Click the project name to open it.
Step 4 — Start Managing Your Project
Your project is ready to use. Depending on which template you selected, some tabs and settings will already be configured. You can now assign a Project Manager, add team members, build your schedule, set up a budget, and begin working through your governance gates.
