Create WM Project

Creating a WM Project

A WM (Work Management) Project serves as the container for organizing your tasks, deliverables, and team efforts.

Step-by-Step Instructions

1. Open Agile Manager: Click on the App Launcher (the 9-dot grid) in Salesforce and select the Agile Manager app.
2. Navigate to Projects: Locate and click on the WM Projects tab from the navigation bar.
3. Create a New Record: Click the New button in the top right corner.
4. Fill in Project Details: Enter the required information for your project (such as project name, description, and related fields).
5. Save: Click Save to create your new WM Project record.