Create and Configure a Project

Creating a project

1. Go to Projects in the main navigation
2. Click New Project
3. Enter a name for the project
4. Click Create

You are automatically assigned as the project creator with full Provider access.

Project details

After creation, edit the project’s details from Project → Settings → Details:

• Name — the display name shown in the project list and header
• Subtitle — an optional short description shown below the project name
• Tags — labels for filtering projects across your account (e.g. “active”, “client-name”, “on-hold”)

Card templates

Card templates define the types of requirement cards available in a project. By default, three card types are available:

• Requirement — includes type, ID, members, and an approval workflow
• Basic — a simple card with a type label
• Simple — a minimal card with a title and type

You can create custom card templates in Project → Settings → Cards. Custom templates let you define additional metadata fields such as priority, due date, and Jira links that make sense for your specific workflow.

See Custom Card Templates for a full guide.

Integrations

Connect a Jira project to sync approved requirement cards as Jira issues. This is configured per-project under Project → Settings → Integrations.

See Jira Integration for setup instructions.