Opening Process For New Client Sorry, but you do not have permission to view this content. ArticlesStep 1: Create A Client Account Step 2: Create a User Account Step 3: Create Projects for the New Client Step 4: Create Assets for the New Client Step 5: Create Issues Step 6: Create a Milestone for Each Project Step 7: Assign Issues to Milestones Step 8: Create Reminders Doc navigationTemplates For Issues (Task Description) → How can we help? Name Email Subject Message