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# Creating a project

> Create a Mammoth project, set its name, color, date handling, and access level, then leave or delete it. Includes who can delete a project.

This page is for Workspace Owners and Workspace Members who need a new project. It covers creating a project, then leaving or deleting one. Any workspace member can create a project, and you are automatically assigned **Project Admin** on projects you create.

**Prerequisite**: You are a member of the workspace.

## How to create a project

### Step 1: Open the project selector

In the **Data Library**, click the down arrow next to the current project name in the breadcrumb at the top of the page. The project selector opens, showing all projects you have access to.

![Project selector dropdown listing projects with the Admin role and a New Project option at the bottom](https://docs.mammoth.io/api/v1/images/20260505_095708_Screenshot2026-04-301602561.jpg)

### Step 2: Click New Project

Below the project list, click **New Project**. The **New Project** modal opens.

![New Project modal with project name, color picker, the Set how this project handles dates checkbox with its Day first DD-Mon-YYYY summary, Who can access dropdown, Cancel, and Create Project button](https://docs.mammoth.io/api/v1/images/20261009_094700_NewProjectModal.jpg)

### Step 3: Configure the new project

Fill in the fields in the creation modal:

| Field | Details |
| --- | --- |
| **Project Name** | Required. Up to 63 characters. A descriptive name helps teammates identify the project. Pre-filled with "Untitled project". |
| **Color** | Select from 8 preset colors. A random color is pre-selected each time you open the modal. Use color to visually differentiate projects in the project selector. |
| **Set how this project handles dates** | Checked by default on a new project. Choose how Mammoth reads ambiguous dates in uploaded files (**Day first** or **Month first**) and the starting display format for new date columns (default `DD-Mon-YYYY`). **Month first** is preselected if your browser time zone is in the US, otherwise **Day first**. Clear the checkbox to skip date settings. See [Project Settings](https://docs.mammoth.io/learn/projects/project-settings/#date-handling). |
| **Who can access** | Set initial visibility. New projects start as **Only me**. See [Access levels](#access-levels) below. |

### Step 4: Add members (if applicable)

If you select **"Some people in this workspace"** for access, a user list appears. Search for workspace users, assign each a role (Project Admin or Project Editor), and they will be added when you create the project.

### Step 5: Create the project

Click **Create Project**.

**Expected result**: The project is created immediately and you are switched into it.

## Access levels

Set who in the workspace can see and work in the project:

| Option | Who has access |
| --- | --- |
| **Everyone in this workspace** | All current workspace members, plus any members added to the workspace in the future |
| **Some people in this workspace** | Only the users you select—you control the list explicitly |
| **Only me** | Just you. No other workspace members can access this project until you share it. |

You can change the access level at any time after creation. See [Project Settings](https://docs.mammoth.io/learn/projects/project-settings/).

## What happens after creation

- You are **automatically added as Project Admin**.
- The project appears immediately in the project selector dropdown.
- If you chose "Some people in this workspace," the selected users are added in the same operation.
- If you chose "Everyone in this workspace," all current workspace members are added.
- You can start adding datasets and automations right away.

## Project naming tips

Good project names help teammates identify a project quickly.

**Clear and descriptive:**

- "Marketing Analytics - Q2 2025"
- "Finance Reporting - FY2025"
- "Customer Insights - Product Team"
- "Sales Pipeline"

**Avoid vague names:**

- "Project 1" or "Test"
- "My Data"
- Single letters or abbreviations without context

## Managing a project

### Open the project manage menu

Click the **More options** (three dots) button next to any project in the project selector. The menu shows actions available to you based on your role.

![Project menu with Project Settings, Manage Users, Leave Project, and Delete Project in red](https://docs.mammoth.io/api/v1/images/20260505_095956_Screenshot2026-04-301604531.jpg)

| Menu item | Who sees it | What it does |
| --- | --- | --- |
| **Project Settings** | Project Admins | Opens the settings modal to rename, recolor, change date settings, or change access |
| **Manage Users** | Project Admins, Workspace Owners | Opens the user management modal |
| **Leave Project** | Any project member | Removes your own access to the project |
| **Join Project** | Workspace Owners who are not members | Adds you to the project as **Project Admin** |
| **Delete Project** | Project members (greyed out unless you are a Project Admin) and Workspace Owners | Permanently deletes the project and all its contents |

## Leaving a project

**Prerequisite**: You are a member of the project.

1. Open the project selector dropdown.
2. Click **More options** (three dots) next to the project.
3. Click **Leave Project**.
4. Confirm in the dialog: *"Are you sure you want to leave {project name}? You will lose access to the Project and its contents."*
5. Click **Leave**.

**Expected result**: Your access is removed immediately.

## Deleting a project

Deleting a project permanently removes it and all its datasets, automations, and contents for all users.

> **This action is irreversible.** There is no undo.

**Prerequisite**: You are a Project Admin on the project or a Workspace Owner.

1. Open the project selector dropdown.
2. Click **More options** (three dots) next to the project.
3. Click **Delete Project** (shown in red).
4. In the confirmation dialog, type `DELETE` (all caps) to confirm.
5. Click **Delete**.

**Expected result**: The project and its contents are permanently removed.

### Who can delete a project

- **Project Admin** on that project
- **Workspace Owner** (even without being a project member)

If you see the **Delete Project** option greyed out with the tooltip *"You need to join the project as an admin to delete it"*, you do not currently have the required role.

## Frequently asked questions

**Q: Can all workspace users create projects?**\
A: Yes. Workspace Owners and Workspace Members can both create projects.

**Q: What role do I get on a project I create?**\
A: You are automatically assigned **Project Admin** on any project you create.

**Q: Can I change the project name or color after creation?**\
A: Yes. Open the project manage menu, then click **Project Settings** to edit name, color, date settings, and access at any time.

**Q: What is the project name character limit?**\
A: 63 characters.

**Q: What do the date settings do?**\
A: **Reading dates in uploaded files** tells Mammoth how to interpret ambiguous dates (for example, `06/12/2025`) in CSV, Excel, and PDF files uploaded to this project: **Month first** reads it as 12 June, **Day first** as 6 December. **Showing dates** sets the starting format for new date columns.

## Related articles

- [Project settings](https://docs.mammoth.io/learn/projects/project-settings/): Edit name, color, date handling, and access
- [Sharing a project](https://docs.mammoth.io/learn/projects/project-sharing/): Add teammates and manage their roles
- [Project roles and permissions](https://docs.mammoth.io/learn/projects/project-roles-and-permissions/): What each role can do
- [Projects overview](https://docs.mammoth.io/learn/projects/): Understanding projects in Mammoth

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**Need help?** Check the [troubleshooting guide](https://docs.mammoth.io/learn/troubleshooting/) or contact Mammoth Support.

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Source: https://docs.mammoth.io/learn/projects/create-project.md · Updated: 2026-10-13