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:General
This Definessection defines the project’score fundamental settings: its name, internal code (key), default language,identity and associatedbasic website.settings Theseof valuesthe Project. All fields here apply system-wide and are required to uniquely identify the project in the system and API.
Identification: A visual label—color or icon—that carries through the UI. It ensures that team members instantly recognize which project they’re interacting with in any list, dashboard, or report.
Additional: A flexible classification layer. You gain powerful filtering and reporting capabilities by assigning the project to one or more nodes (regions, business units, custom tags). This keeps your CRM organized by any logical grouping your organization requires.Project.

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

Name 
What it is: The human-readable titlename forof yourthe Project.
Why it matters:Usage: AppearsDisplayed throughoutacross the UIplatform (menus,in lists, dashboards) so choose something clearselectors, and descriptive (e.g. “Acme Europe Office” or “Website Redesign Q3”).headers.

Key 
What it is: A short,unique uniqueinternal identifier usedfor the Project.
Usage: Used internally and in API calls.integrations.
Format rules:Constraints: Letters,Must numbers,be and underscores only (no spaces or special characters).
Example: ACME_EU or WEBSITE_Q3.unique.

Language 
What it is: The default localelanguage for all UI text, date formats, and notifications within this Project.
Options: Choose fromof the system’s supported languages (e.g. EN, DE).Project.
Effect: Controls which translations are shown first and setsSets the fallbackprimary UI language context for multi-languagethis fields.Project.

Website 
What it is: (Optional)Optional TheProject-related URLwebsite of the Project’s public or staging site.URL.
Purpose: ProvidesReference quick,link one-clickassociated accesswith the Project.

Project color
What it is: A visual color identifier selected from predefined swatches.
Effect: Used across the UI to thevisually live property from insidedistinguish the CRM. Use full URL format (e.g. https://eu.acme.com).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.