Welcome!
We are excited to announce our updated Project Create & Setup Flow! Thank you to all our valued customers for providing us with your feedback. Baton will continue to partner with you on shaping and improving our product.
Creating your Project
Clicking + Add Project opens the new Project Create Form, simply requiring a Project Name to speed up the creation process.
If a template is selected when the project is created, you'll be immediately redirected to your project plan. If no template is selected during project creation, you'll be directed to a blank project page where you can manually add milestones and tasks, upload from .csv, or deploy a template.
Once your project is created, you can select "Add Details" at the top-right navigation to update Client information, high-level project dates, Time & Budget details, Team members, and Custom Fields. Baton will track your progress and when all required fields are completed, you'll be able to Start Project and Invite Team.
