How to create a new project

Create brand new projects in Matrak

Hana Block avatar
Written by Hana Block
Updated over a week ago

With Matrak, starting a new project is a seamless and straightforward process that takes only a few minutes.

In this article, we will guide you through the steps to create a new project. Whether you're a new user or a seasoned Matrak pro, our step-by-step instructions will help you get started in no time.

Once you’ve created an account, and registered your company or joined an existing company, you can create a new project from the 'Select Project Page' directly after signing in.

1. Click on 'Create new project' to bring up the Create New Project form.

2. Fill out the fields in the form and select the 'Submit' button to create your new project.

Tip: For faster project set up, selecting a previous project under the 'Copy of' field drop down list allows for a seamless duplication of one of your previous projects, along with all its record types..

3. Once you've submitted your new project you will be redirected back to the 'Select Project Page', where you can select your new project to log into.

4. Sign into your new project and start adding the materials and deliveries you want to track, invite new users to your company and add new companies to access your new project.

Note: New projects can only be created from the Matrak website. You’ll also need Admin access within your company to create new projects.

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!

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