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Create a New Project

This guide explains how to start a new project in Authorium using an existing Project Template. Creating projects from templates ensures a consistent workflow and speeds up project initiation.

When to Create a New Project​

You should create a new project when you need to:

  • Launch work that follows a predefined template and workflow.
  • Reuse standardized forms, stages, and approval paths.
  • Track deliverables and ownership under a unique project record.

To Create a New Project​

  1. Go to the Projects tab from the sidebar.
  2. Click + Add Project in the top‑right corner.
    Create a New Project
  3. Enter the Project Name.
    Note
    Give your project the specific name using the nomenclature determined by your organization. For example, Non-IT RFO CMAS: Training Materials
  4. Assign a Project Number according to your internal numbering system.
  5. Select the Project Template that contains the configured Form Builder stage.
  6. Add a Description or Purpose to help collaborators understand the project scope.
  7. Choose Project Member Management:
    • Global Project Members: This management allows you to assign collaborators across all stages of the project to their roles at once.
    • Global and Stage‑Based Members: This management allows collaborators to be assigned to stages individually with a variation in roles in each stage (If applicable).
  8. Select a Project Owner.
    Note
    By default, the project creator is assigned as the owner. You can change this if needed.
  9. Click Save to create the project.
    Create a New Project 1

See Also​

To complement your knowledge of this process, check the following pages: