Create a project

Projects are the boundary for permissions, notifications, and automation. Spending two minutes on naming and visibility up front prevents accidental exposure later—especially when customers or partners are invited.

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Create flow

Click New project, choose a name, and pick visibility: workspace-only or invite-only. Invite-only is appropriate when content must not be discoverable by everyone in the org directory.

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Naming

Use a name people will recognize in notifications and URLs. Avoid confidential codenames in titles if screenshots might leak; put codenames in an internal field instead.

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Ownership

Assign an owner who can approve membership changes. Orphan projects without owners tend to accumulate stale access lists.

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Templates

Start from blank or apply a template with prebuilt sections for your team’s process. Templates accelerate rollout but still need a quick review—remove sample text that could confuse readers.

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Forking templates

When you customize a template heavily, save a new template version so other teams inherit your improvements instead of editing one-off copies.

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Defaults

Set default labels and owners so new items do not land unassigned. Defaults reduce “triage debt” on Monday mornings when many items are created at once.

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Iteration

Revisit defaults after major process changes (new severity model, new regions). Old defaults silently mis-route work if nobody updates them after a reorg.