Clear steps.
Useful context.

Create a project workspace

Audience: New project coordinators
Before you start: Have permission to create projects in your workspace.

1. Open Projects

In the workspace navigation, choose Projects. Check that you are in the intended client workspace.

2. Name the project

Select New project. Enter a descriptive name, such as “Client onboarding”. Avoid personal or confidential details in the title.

3. Confirm creation

Select Create project. Confirm that the project appears in the list before adding tasks.

Completion checklist

• Correct workspace selected
• Project name checked
• New project visible in the list

Actual deliverables use your source recording and relevant screenshots. Unclear or missing steps are flagged rather than invented.