A project can be created in one of two places.

You can click "Create project" in the Quick Actions box on your Studio Dashboard:

or go to your Projects tab and click "+ Add Project" in the top right corner:

Once you've selected to create a project from the Dashboard or add a project on the Projects tab, a New Project dialog box pops up:

As you scroll down within the New Project dialog box, you'll see a number of different sections. You can add information to any or all of these sections.

The first section is the Feature Image. Here, you can choose to add a feature image to the project. You can do this by clicking "Add New Image" to upload an image OR by clicking "Select from Media Gallery" to use an image that you already have in your studio.

If you do not choose a feature image, your studio logo will be used in its place.

The next section is the Project Details. Here, you'll enter the project name (required), start date, end date, budget, environmental budget, project location, and project description.

You can also choose whether your project is Published or Unpublished at creation. Projects default to Unpublished.

After the project details comes the Tags section. You can choose to add a tag to the overall project to make it easier to find in your projects list down the road.

The Project Features section allows you to toggle on the features you'd like to use in your project. You can have these features all on, all off, or mix-and-match. Project Feature toggles default to off.

Appointments: You can easily let your clients book appointments directly in your studio by embedding your calendar software. Mydoma Studio works with Calendly, Acuity, Google. If you'd like to embed another software please email us info@mydomastudio.com.

Files & Media: Create shareable folders that can be just about anything from files to embed code to a video URL. Files need to be saved as a pdf, doc, docx, skp, xls, xlsx, dwg, numbers, zip, jpg, jpeg, png, gif, webp file. You can have as many or as few groups as you like. You can upload multiple files to a file group, too.

Design Boards: Create multiple dynamic design boards with products, images, and text to visualize a project and its inspiration.

Notes: Stay organized with project related notes and checklists that you and your clients can view or edit. You can share notes and checklists with your clients or just create them for the team!

Proposals: Create proposals for clients to view and approve.

Questionnaires: You can easily let your clients fill out questionnaires directly in your studio by embedding your questionnaires from another software. Mydoma Studio works with Google Forms, JotForm, and Survey Monkey. If you'd like to embed another software please email us info@mydomastudio.com.

You can choose to add Files & Media folders during the project creation process by clicking on the + icon:

In the Templates section, you can add contract, questionnaire, or tasks from your templates. Click on Select template box to select one or more of your templates to add to the project.

The last two sections are where you can add clients and team members to the project. To add people to the project, click on the person icon:

You can scroll through the list of people or type a name into the search box:

Once you have added the person to the project, create the project by clicking the "Create Project" button:

The last step is to choose where in your project you would like to start and then click "Let's Go"

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!