Your First Project

Let's create your first project and see Syntrigen in action.

What is a Project?

Projects in Syntrigen are containers for related work. They can span multiple products and include: - Documents and files - Team members - Integrations - Workflows

Creating a Project

Step 1: Click "New Project"

From your dashboard, click the "New Project" button or press Cmd/Ctrl + N.

Step 2: Choose a Template

Select from pre-built templates or start from scratch: - Hiring Pipeline: For recruitment projects - Marketing Campaign: For marketing initiatives - Customer Onboarding: For client projects - Blank: Start fresh

Step 3: Configure Settings

- Project Name: Give your project a descriptive name - Description: Brief overview of the project - Privacy: Public (team-wide) or Private - Products: Select which Syntrigen products to enable

Step 4: Invite Team Members

Add collaborators by email or select from your team roster.

Project Features

Files & Documents

Upload files or create new documents directly in your project.

Tasks & Workflows

Create tasks, set deadlines, and automate workflows.

Activity Timeline

See all project activity in chronological order.

Integrations

Connect external tools like Slack, Google Drive, or Jira.

Best Practices

1. Use descriptive names: Make it easy to find projects later 2. Set clear goals: Define what success looks like 3. Assign owners: Every project should have a responsible person 4. Regular updates: Keep the activity timeline current

Next Steps

- Invite team members - Explore product guides