> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating projects

> Create a new project from the projects page or a household page.

Projects are created from a [project type](/activity/projects/project-types) — a reusable template that defines the milestones and tasks for that kind of work. When you create a project, Slant starts it at the first milestone and creates the associated tasks automatically.

## Create a project

<Steps>
  <Step title="Open the creation form">
    Click **+ New project** on the **Projects** page.
  </Step>

  <Step title="Enter a project name (optional)">
    Type a name for the project. If you select an owner, the name defaults to the owner name combined with the project type (for example, "Smith Family Annual review").
  </Step>

  <Step title="Choose a project type">
    Search and select a project type from the **Project type** dropdown. This determines the milestones, tasks, and form fields for the project — and whether the project attaches to a household, a contact, or a business.
  </Step>

  <Step title="Select the owner">
    Choose what the project attaches to. The owner field follows the project type's **Owner kind**, so you'll pick a **Household**, **Contact**, or **Business**. This field is optional — if left empty, you must provide a project name.
  </Step>

  <Step title="Set the assignee">
    The **Assigned to** field defaults to you. Change it to assign the project to a different team member.
  </Step>

  <Step title="Fill in form fields (if applicable)">
    If the first milestone has form fields, they appear on the right side of the form. Complete any required fields before creating the project. These values can be used as variables in task templates. **File attachment** fields upload to the household's connected storage folder.
  </Step>

  <Step title="Click Create project">
    The project is created at the first milestone, and tasks for that milestone are generated automatically.
  </Step>
</Steps>

## Create a project from a record

On any client or prospect page, click **Add project** in the header. The household is pre-filled, and the rest of the form works the same as above.

You can also start a project from a [contact](/records/other-contacts) or [business](/records/businesses) page using **Start project**. The record is pre-filled as the owner, and the project type list is limited to types whose **Owner kind** matches that record.

You can also start a project from a meeting. On the [meeting detail page](/activity/meetings/meeting-review), open the **...** (three-dot menu) and select **Create project**. When the meeting has exactly one linked household, that household is pre-filled as the owner.

## Create projects in bulk

When viewing a list of clients or prospects, you can create projects for multiple households at once. Select the households, then choose **Add to project** from the bulk actions menu. Select a project type and assignee — Slant creates a separate project for each selected household using the default naming convention.

## FAQ

<AccordionGroup>
  <Accordion title="What happens if I don't select an owner?">
    The project is created without a household, contact, or business link. You must provide a project name instead. You can link an owner later from the project detail page.
  </Accordion>

  <Accordion title="Can I change the project type after creation?">
    No. The project type is set when the project is created and cannot be changed afterward. You would need to delete the project and create a new one with a different type.
  </Accordion>

  <Accordion title="Are tasks created immediately?">
    Yes. Tasks for the first milestone are created as soon as the project is created. Each task's due date is calculated from the template's deadline offset.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Managing projects" icon="pencil" href="/activity/projects/managing-projects">
    Track progress and complete milestones
  </Card>

  <Card title="Project types" icon="settings" href="/activity/projects/project-types">
    Configure project templates and milestones
  </Card>
</CardGroup>