How do I create an organization?

An organization is created to represent your corporate structure and hold the work that you create. You can have multiple organizations to represent the different levels or areas of your business such as divisions, business units or geographic regions. This article describes how to create an organization.

1. Click Organization

Click Organization
  • On the Icon Bar click the Add button, then click Organization.

2. Choose Work Type

  1. Choose Work Type from the drop-down box.
  2. Click Continue.

3. Enter Organization Information

  1. In the Name field, type a name for your organization.
  2. Click the Location in Work Tree drop-down box, select a location for your organization within the work tree.
  3. Enter or select additional information as needed.
  4. Click Finish & Create!

3.1. Enter Optional Information (Optional)

  1. On Step 2, Click Continue.
  2. On Step 3, enter or select additional information as needed.
  3. Click Finish & Create!

4. View Organization

  • View newly created organization.

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