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, go to Projects in the left navigation (web) or tap Projects in the app (mobile), tap or click + New project, fill in the project details, and tap or click Save. Your project is immediately available for your team.
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; missed dailies won't be counted before the start date or after the end date
Project groups — Assign the project 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: Confirmation
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
Note: Screenshots coming soon — steps to be verified with updated mobile navigation.
Step 1: Open Projects
Open the Raken mobile app and tap Projects.
Step 2: Start a New Project
Tap the + button to create a new project.
Step 3: Enter Project Details
Fill in the project name and any additional details, then tap 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. See Editing Project Templates to learn more.
What's the difference between project groups and project templates?
Project groups organize and filter your projects list — for example, by region or division. 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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