Creating Records

To create a new Record, start by selecting one of the Views from the left hand navigation menu.

TIP

You can create Records using any of the Views except for Dashboard Views.

Each of the Views will allow you to create a new Record.

On a Grid View or Gantt View click the Add Row button.

Add Row Button

On a Board, click the Add New Card button within a column.

Add Board Card

On a Calendar View, click Add New Event.

Add New Event

Complete all the required information for the new Record and then click Save.

NOTE

If you do not have permission to create Records, the buttons will be greyed out. Your Project Admin configures the level of access you have.