3. How to Create a Project

Projects are the foundational containers in Wifox Business Core Solution (WBCS)—each one encapsulates its own Desks, Clients, Employees, and data. By creating a Project, you define an isolated workspace where your team can operate without risk of cross–project data exposure. Follow the steps below to set up a new Project correctly and have it ready for desks, clients, users, and workflows.

1. Open the Projects Module in the sidebar
In the left-hand sidebar, click “Projects” to show your current list of projects.

2. Start a New Project
Click the “+ Add” button in the top-right corner of the Projects screen. This opens the “Add Project” form.

3. Complete the General Section

General
This section defines the core identity and basic settings of the Project. All fields here apply system-wide and are required to uniquely identify the Project.

This section captures the core identity of your project. Fill in:

Name
What it is: The human-readable name of the Project.
Usage: Displayed across the platform in lists, selectors, and headers.

Key
What it is: A unique internal identifier for the Project.
Usage: Used internally and in integrations.
Constraints: Must be unique.

Language
What it is: The default language of the Project.
Effect: Sets the primary UI language context for this Project.

Website
What it is: Optional Project-related website URL.
Purpose: Reference link associated with the Project.

Project color
What it is: A visual color identifier selected from predefined swatches.
Effect: Used across the UI to visually distinguish the Project.

Identification
Color Swatch / Icon: Click the large square to open a palette of preset colors and icons.
Why it helps: The chosen color will highlight this Project in navigation menus, card borders, charts, and other visual elements—making it instantly recognizable.

Additional
Node Picker / Tree Selector: Expand and browse your organization’s hierarchy of Regions, Business Units, and any custom tagging structure.
How to use: Tick one or more nodes to tag this Project. These tags power advanced filtering, reporting roll-ups, and permission scopes later on.
Later, you’ll be able to filter and report on all projects under a given node (for example, all projects in “Europe” or all projects tagged “Beta”).

Save
Final step: After filling out all required fields (and any optional settings), click Save in the bottom-left corner.
What happens next: You’ll return to the Projects list where your new entry appears—styled with its chosen color, labeled by Name and Key, and ready for desks, clients, and employees to be added.

You’ve successfully created a new Project in Wifox Business Core Solution. Next steps include: assigning Desks to define your organizational structure, adding Employees and Clients with appropriate Roles, and configuring workflows. With your Project in place, you can leverage WBCS’s full feature set—structured, secure, and scalable—for optimal business management.