Howdy! How can we help you?

You are here:

Creating a Project

Creating a project in LoTops is quick and straightforward.

On your home dashboard, inside the projects area, select the green button for ‘Add New.’

Set Your Project Details

You’ll then see a window where you can set the details for your new project.

First, you’ll need to enter a project name.  You’ll then have the option to add start and end dates for the project.

Next, you can add multiple existing users from your LoTops account to the project.  Clicking on the ‘Add users’ field will present you with a list of all current users to select from.

You can then choose to add a project manager if you’d like.

You can also add a short description of the project.

Finally, click the green save project at bottom.

Your new project has been created! 

You’ll now see your new project listed at the top of the projects area of your home dashboard.  You’ll see the project description there as well if you added one.

Edit Project Details

Once your project has been created, you can still change the project details.  Just select ‘Edit project details’ from the dropdown menu at top right inside the project.

Create a Project From a Template

To learn how to create a project from an existing template, see this article.

Jump To A Section