Global New

The +New Menu

To create a new item:

1. Select +New.
2. Select the type of item you are creating.

Use the +New menu to create a new:

• Request – see Add Content to a Request for more information.
• Consultation – see Consultations for more information.
• Task – see Add Content to a Task for more information.
• Person – see Add People Content for more information.
• Organization – see Add Organization Content for more information.
• Document Repository – see Add Repository Content for more information.
• Costsheet – see Add Cost Tracking content for more information.
• Timesheet – see Add Time Tracking Content for more information.