How to Create a New Project

This guide will walk you through creating a new project in Trovve using our easy-to-follow four-step process. We'll explain everything in simple terms so you can get started quickly.

Step 1: Create Your Project

How to Start

You have two easy ways to create a new project:

1. Click the '+ Add' button in the main menu, then choose 'Project'
2. Or go to 'Projects' in the main menu and click 'Add New Project' in the top right corner

Basic Project Information

• Project Name: Type in a name for your project (this is required)
• Project Dates:
  • Pick a start date
  • You can also add a due date if you want (this is optional)
• Privacy Settings: Choose who can see your project
  • Turn privacy OFF: Everyone in your organization can see the project
  • Turn privacy ON: Only project managers and team members can see it
• Project Description:
  • Write up to 500 characters about your project
  • Need help? Click 'Get Ideas' for suggestions that will help the AI create better tasks later

What's Next?

• Click "Next" to continue setting up your project
• Or click "Cancel" if you need to stop

Step 2: Build Your Team

Adding People

• Search for people in your organization
• Add them as either:
  • Project Managers: They oversee the project
  • Team Members: They work on project tasks

Important Note About Notifications

Project managers automatically get notifications when tasks are completed. Add anyone who needs these updates as a project manager.

Managing Your Team

• Add as many people as you need to either role
• Remove someone by clicking the "X" next to their name
• Use the buttons at the bottom to:
  • Go "Back" to change project details
  • Click "Next" to continue
  • Choose "Cancel" to exit

Step 3: Set Up Checklist Templates

Checklist templates are useful when your tasks have similar steps (like a content creation process). They help keep work consistent.

Creating Checklist Items

You have two options:

1. AI Help: Click "Generate Checklist with AI" to automatically create items based on your project info
2. Manual Creation: Click "New Checklist Item" and:
   • Give the item a name (Example: "Design PPT Slides")
   • Add helpful details or resources in the description
   • Click "Add More" to create additional items

Pro Tip for Naming Items

You can use placeholders or specific names in titles:

• Use brackets for roles: "[Designer] - Design PPT Slides"
• Or use actual names: "Ava - Design PPT Slides"

Using Your Checklist

Choose how your checklist works:

• Suggested: Users can pick which items they want to add when creating tasks
• Automatic: All items are automatically added to every new task

Step 4: Add Project Files

Adding Files and Folders

You can add files in several ways:

1. Choose files from OneDrive or SharePoint
2. Upload files from your computer
3. Add web links (just paste the URL and give it a title)

Setting Up File Storage

• Pick a default folder for your project files
• When people upload files to tasks:
  • Files automatically go to the default folder
  • Trovve shows 5 other folder options
  • People can also pick any SharePoint folder they can access

Helpful Tips

1. Keep your project information up to date
2. Add SOP (Standard Operating Procedure) documents to help team members
3. Use the 'Get Ideas' feature when you need help writing descriptions

Need to make changes? You can:

• Click "Back" to change previous settings
• Click "Finish" when everything looks good
• Update project details anytime after creation