How to create a project or a subproject

You can create a project or service without leaving WorkOS, from three different places.

Who can create projects

Only the Owner, people with Technical administration permissions and the Supervisors can create projects. The WorkOS administrator can turn off project creation for Supervisors in your account; in that case, a Supervisor can still be the assignee of projects, but cannot create them. If you are a Member, you will not see the + buttons or New project or service, and WorkOS rejects any attempt to create one.

Subprojects. The + button on the Subprojects tab is seen by the Owner and people with Technical administration permissions and, if the administrator lets Supervisors create projects, by the project's assignee too. Nobody else. What each person can edit inside a project does not depend on this option but on their level (assignee, participant or other user): see "Who can see and edit a project". The same rules apply to Kairos and to the Claude or ChatGPT connections.

Every project needs an Assignee, and there are rules there too:

When you open the form, the Assignee field already has your name.
Owner and people with Technical administration permissions can choose anyone who can be an assignee: the Owner, people with Technical administration permissions and the Supervisors. A Member cannot be the assignee of a project.
A Supervisor can assign themselves or another Supervisor: they cannot assign the project to the people who report to them.
If your account uses the Team database, the people from that database are offered; the selector has a search box and shows each person's role on a second line.
There is no "No assignee" option when creating. If WorkOS can't tell who you are, it asks you to choose an assignee.

From Projects and services

Find the status where you want to create the project (a column in Kanban or a group in List).
Click the + button of that status.
Fill in the form. The Name is required. If your account has it set up, you can also choose the Type and which project it Depends on — both are optional. The Assignee is required and already has your name.
Click Create project or service.

At the top of the form you'll see a reminder of which status the project will be created in. The project appears instantly in its group.

Creating a subproject

A subproject is a project that depends on another one. There are two ways to create one:

In the form above, choosing the project in the Depends on field (it only appears if your account has that relation set up).
Opening the parent project's detail page, going to the Subprojects tab and clicking New subproject. In that case it is already linked to its parent, so you don't have to pick it.

In that tab you see the project's subprojects, grouped by status.

Depends on only offers projects that don't depend on any other, so subprojects are organized in a single level.

From a company or a contact

On the detail page of a company or a CRM contact there is a + New project or service button. The project is created and linked to that company or contact. It only appears if your account has that option available.

After creating it

Open the project to complete its details: assignee, participants, date, linked company and everything else. If you see a tab or a field that isn't shown in your account, it's because the person who administers it hasn't turned it on.

Tip: if you don't see the Type or Depends on fields when creating a project, it's not a bug: they only show up when they are set up in your account. And if you need to distribute several projects among the team, use the Board (article "The Board: assigning projects to team members").