Video guide: Creating a new project
Overview: create a new project video
This video shows how to create a new project in CxPlanner, which is used when you need a short visual walkthrough of project creation.
This page is a video tutorial only. For written company setup and first project steps, see Set up CxPlanner and create your first project.
- Your role must allow project creation (typically company Admin or Moderator).
- You can find the menu at Projects - New Project.
- This creates a new project space in your company.
What CxPlanner shows in the create-project video
- The project creation flow in CxPlanner
- Where company setup continues after the video
How to watch the create-project video
- Open the video below.
- Follow the project creation walkthrough.
- Use the written setup guide when you need company setup steps and role details.
Results: create a new project video
- You see the project creation flow in CxPlanner
- Company setup and first-admin steps remain in the linked written guide
Troubleshooting: create a new project video
Problem | Cause | Solution |
|---|---|---|
Video does not play | Network or browser blocks the Loom embed | Try another browser, allow Loom content, or follow the written setup guide |
New Project is missing or blocked | Company role cannot create projects, or the project limit is reached | Ask a Company Admin to raise your company role or the project limit under company access |
You need full setup steps after the video | This page is a video overview only |
Updated on: 07/26/2026
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