Create WM Project

Published on August 24, 2026 Agile Manager

Creating a WM Project

A WM (Work Management) Project is a container for organizing your team's work. Projects help you structure tasks, deliverables, timelines, and team assignments all in one place. Creating a project is the first step to getting your team organized in Agile Manager.

📁 Create Your First WM Project

Follow these steps to create a new project:

  1. Open Agile Manager
    Click the App Launcher (9-dot grid icon) in the top left corner of Salesforce and select Agile Manager.
  2. Navigate to Projects
    Click the WM Projects tab in the navigation menu to view all projects.
  3. Click New Project
    Click the New button in the top right corner to create a new project record.
  4. Fill in Project Details
    Enter the following required information:
  5. Project Name: Give your project a clear, descriptive name
  6. Description: Briefly describe the project goals and scope
  7. Functional Owner: Assign who will lead this project functionally
  8. Technical Owner: Assign who will lead this project technically
  9. Save the Project
    Click the Save button. Your new WM Project is now created and ready to use.

Creating a WM Project in Agile Manager

📌 What Comes Next?

Once your project is created, you can:

  1. Add Team Members: Invite your team to collaborate on the project
  2. Create Releases: Define major milestones and product versions
  3. Set Up Sprints: Break your work into manageable time-boxed cycles
  4. Add Stories & Tasks: Create user stories and individual tasks for your team to work on

📋 Project Fields Explained

  1. Project Name: The unique identifier for your project
  2. Description: Context about what the project entails and its business goals


❓ Troubleshooting

Can't find the WM Projects tab? Make sure you have the correct permission set assigned and that you're in the Agile Manager app. See How to Assign Permission Sets in Agile Manager for help.

Required fields showing as empty? All fields marked with an asterisk (*) must be filled in before you can save. Common required fields are Project Name and Project Manager.

Getting a save error? Check that all required fields are populated and that your Project Manager selection is valid. Contact support at info@codeylabs.com if issues persist.


Knowledge Article Number: KA-00358

View more articles in the knowledge base