Creating a new project doesn't have to be daunting! At Matrak, we've designed a seamless and straightforward process that gets you up and running in just a few minutes.
Whether you're signing up for the first time or already have a project in Matrak, creating a new project is easy. This article will walk you through the steps to create a new project.
Setting up your new project
Before jumping into your new project workspace, you might want to customize your project by adding record types. Record types function like templates for your Matrak records, each with a unique ID and status field. You can add fields for comments, dates, times, links, and photos. When starting a new project, creating record types from scratch can be overwhelming — so we've streamlined the process for you with our 5-step project setup.
Creating a new project
To create a new project, you'll need to first navigate to Matrak's project setup page.
You can get here either by:
Selecting "create a new project" from Matrak's sign in screen
Selecting the “create a new project" from your project dropdown list in your main header navigation bar
5 Step Project Setup
Step 1: Project Name: Begin by entering your project's name and selecting the Continue setup button.
Tip: For an even faster setup, use the Select a previous project to copy dropdown to duplicate one of your previous projects, including all of its record types.
Step 2: Trades Selection: Choose from the selection the trades you'll be working with to tailor your project setup from the start. Matrak's industry insights recommend beginning with these trades to keep your project on track
Step 3: Supply Chain Visibility: Select which areas of your supply chain you'd like better visibility of. Matrak helps you connect your entire supply chain from design through to handover and on-going maintenance.
Step 4: Feature Select: Choose the Matrak features you plan to use most. This helps us customise your experience and guide you through onboarding, ensuring you discover features that best suit your team's needs.
Step 5: Material Tracking: Lastly, choose the materials you want to start tracking. Based on your selections, we'll set up your project with relevant templates to get you up and running as quickly as possible.
Edit your record types
Now that you're all set up and your project has been creating it's time to start tracking.
Your project will be pre-populated with relevant record types, but you can add or edit these directly from your Edit Record types page.
By following the steps outlined in this article, users of all experience levels can easily create new projects in Matrak. Give it a try today!