- Manually add a single new Project by navigating to the Pipeline (Kanban view).
- Select the green '+' icon on the bottom of any Project Stage to add a new Project in that Stage.
- Name the new Project and hit create.
- Upload one or more Projects simultaneously by using the upload function on the top right corner of the Pipeline.
- Match the columns of the imported file with the respective Project Fields.
- Data imported to a numeric field can only contain numeric data.
- Data imported to a date field must be in a date format.
- Hit Import on the bottom right corner when columns are matched.