Create a recipe

A "recipe" is like a project template, but more robust where you can focus on building recipes before you build a project and then continue with process improvement with feedback from the project team.

When you create a project, you can create it from scratch or create it from a recipe. This article explains how to get started with building a recipe.

Why would you use a recipe? The simple answer is any type of a project that is repetitive is perfect for a recipe. 

All items you add to a recipe, such as tasks, roles, template files, dependencies, etc. are inherited from the project you create using the recipe. The only exception are the recipe posts, which are used only for collaborating with other recipe authors when building a recipe together.

How-to Video

How to create a recipe steps

1. On the left menu bar, click the recipe icon. 
2. On the Recipe List page, click the Create Recipe button.
3. Name your recipe.
4. Choose the workspace.
5. Click Create Recipe if you're ready. Before clicking create recipe, you can click the people icon to add a colleague to help you build the recipe. The paperclip icon is for attachments you want to have as file templates for the projects. The tags icon is for adding a tag to help better filter the recipe list page. Trash can is for deleting the recipe.
6. The newly created recipe will open in the recipe ready for adding tasks or slices with tasks.

To go back to your recipe configuration page, click the pencil icon in the upper right corner. To go to the recipe list page, click the recipe hat icon either on the left menu bar or the top of the page next to the recipe name.

To learn about creating a project from a recipe, go to this article.