Our first module looks at how to create a project in efficiently. Setting up a project correctly from the start gives your team one source of truth.
You’ll centralize all of your project information and assets in a single workspace, reducing rework, avoiding version chaos, and making it faster to deliver polished client-facing outputs.
Follow the interactive guide below to walk through the basics of your efficiently workflow in a simulated platform experience.
Create a Project
Step By Step
Sign in to your efficiently account.
On your dashboard, click + Project. → A Project Information window opens so you can set up the workspace.
Choose Project Type: select Residential or Commercial. (Design Pro only)
This sets the correct structure (tabs, templates, and fields) for your workflow.
Name your project: enter a clear, searchable Project Name.
Add details: fill in contact details and any other relevant information your team will need.
Click Create.
Result: You’ll go directly to the Books tab to start creating and sharing presentations.