Projects are the foundation of everything you track in Raken — from daily reports and time cards to tasks and safety logs. This article walks Account Admins and Project Admins through how to create a new project on the web and mobile app.
Quick Answer
To create a project in Raken:
Click Projects in the left navigation (web) or tap the current project name (mobile).
Click or tap the + button.
Fill in the project details.
Click Save or tap the ✓ checkmark.
How to Create a Project on the Web
Step 1: Open Projects
Click Projects in the left navigation of the Raken web app.
Step 2: Start a New Project
Click the + New project button in the top right corner of the page.
Step 3: Enter Project Details
Fill in the project information. Project name is required. All other fields are optional but recommended.
Name — The project name visible to your whole team
Job # — Your internal job number for easy reference
Search address / Street address, City, State, Zip code, Country — The job site location
Project start date / Project end date — Used for compliance tracking
Project groups — Assign to one or more groups for easier filtering
Project template — Apply a pre-configured template to set up daily report sections, survey questions, and email recipients automatically
Step 4: Save
Click Save. Your project is created immediately.
Step 5: Confirm
The new project opens automatically. You can now add team members, configure project settings, and start logging field activity.
How to Create a Project on Mobile
Step 1: Open the Raken App
Open the Raken mobile app. Tap the current project name at the top of the screen.
Step 2: Open the Project List
Tap the project name to open the Select project screen.
Step 3: Start a New Project
Tap the + button in the top right corner of the Select project screen.
Step 4: Enter Project Details
Fill in the project information. Project name is required. All other fields are optional.
Project name — The name visible to your whole team
Project number — Your internal job number
Street address, City, State, Zip, Country — The job site location
Start Date / End Date — Used for compliance tracking
Project groups — Assign to one or more groups for easier filtering
Project template — Apply a pre-configured template to set up report settings automatically
Step 5: Save
Tap the ✓ checkmark in the top right corner to save.
Troubleshooting & FAQ
Can I create a project from the mobile app?
Yes — projects can be created from both the Raken web app and the mobile app. Once created, the project is immediately accessible to your entire team.
Can I edit project details after saving?
Yes. Navigate to Projects → select your project → Settings → General → Info to update the project name, address, dates, or other details at any time.
What is a project template?
Project templates let you pre-configure daily report settings, survey questions, and email recipients so you don't have to set them up from scratch on every new project. Templates are managed under Company > Project templates.
What's the difference between project groups and project templates?
Project groups organize and filter your projects list. Project templates control report settings. A project can belong to multiple groups and use one template.
Technical Specifications
Compatibility: iOS 15+, Android 10+, and all major web browsers
Offline Capability: No — requires an active connection
Plan Required: All plans
Role Required: Account Administrator; or Project Administrator with the "Can create projects" permission enabled
Considerations
No plan restrictions apply — creating projects is available on all Raken plans.
Account Admins can create projects across the entire company. Project Admins can create projects if the Can create projects permission is enabled in Company > Roles & permissions.
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More Questions?
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