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How do I create a project?
How do I create a project?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

To create a project:

  1. Navigate to the “Projects” on the left-side panel.

  2. Click on “Add Project” at the top right of the projects page.

  3. Fill in the details for the project.

  4. Choose who in your organization you would like to notify via email and who has permissions to see the project.

  5. Click “Add Project.”

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