The Project Wizard is the easiest way to create a new Project in Pronto.
Who can use it?
You’ll see the ‘Create Project’ button on your Homepage Dashboard if you have the ‘Create Projects’ permission set to Yes.
This is typically enabled for:
- Project Managers
- Operations users
- But it can also be assigned to other roles, like Account Managers or even Clients, if needed
How it works
- Click ‘Create Project’
This launches the Project Wizard in your browser - Answer the questions
Start with the basics — like Office, Brand, and Project Title - Click ‘Next’ to move through the steps
The steps shown will adjust based on your choices — so you only see what’s relevant
Creating a project is simple, fast, and tailored to your workflow.
You can learn how to manage User Permissions in the ‘Address Book‘ training module in the Pronto Academy
.