---
title: "Creating Projects Automatically via Boards or Forms in Ontraccr"
url: "https://help.ontraccr.com/en/article/creating-projects-automatically-via-boards-or-forms-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:41:41.277Z"
---

# Creating Projects Automatically via Boards or Forms in Ontraccr

## 🏗️⚡ **Creating Projects Automatically via Boards or Forms in Ontraccr Overview**  
 

You don’t always need to create projects manually!

Ontraccr allows you to **automatically create new projects** using **Board workflows** or **Form submissions** — speeding up project intake, approvals, and team handoffs.

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## 🎯 **Why Automate Project Creation?**

-   Save time by **eliminating manual project setup**.
-   Ensure **consistent data collection** (names, types, divisions, etc.).
-   Seamlessly **transition from quoting → project management**.
-   Standardize project templates across your teams.

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## 🛠️ **Two Main Methods to Auto-Create Projects**

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### **1\. 📋 Create Projects from Forms (Project Intake Forms)**

Set up a **Form** with a **Create Profile** workflow step:

-   Build an Intake Form (e.g., "New Project Intake Form").
-   Collect all important fields:
    -   Project Name (required)
    -   Job Description
    -   Project Type
    -   Division
    -   Client
    -   Address
    -   Geofence Radius
    -   Estimated Labor, Material, Overhead, Equipment Costs
    -   Burden Rate
    -   Contract Value
-   In the Form Workflow, add the **Create Profile** step:
    -   **Select Profile Type**: Project
    -   Map form fields to project fields automatically.
    -   Pre-define:
        -   First Approver
        -   Second Approver (optional)
        -   Folder Template to apply
        -   Cost Code Template to apply
        -   QuickBooks Class (if relevant)

✅ Upon form submission, a fully formed **Project Profile** is created — ready for time tracking, billing, and project management!

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### **2\. 🗂️ Create Projects from Boards (Card Workflows)**

Inside any **Board**:

-   Go to **Settings → Workflows**.
-   Add a **New Workflow**.
-   Choose workflow types:

**Create Customer and/or Project on Card Creation**

or

**Create Customer and/or Project on Status Change**.

-   Configure:
    -   When card is created or moved into a certain **Status** (like "Approved" or "Ready to Launch"), **auto-create a project**.
    -   Map card fields to project fields.
    -   Apply folder and cost code templates if needed.

✅ Great for **sales-to-operations handoff** or **automatic intake from procurement, service, or operations boards**!

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## **🧠 Tips & Edge Cases**

**Mandatory Fields**:

Only Project Name is strictly mandatory when auto-creating a project, but mapping more fields makes setup stronger.

**Use Templates**:

Pre-setting **Folder Templates** and **Cost Code Templates** ensures new projects are ready to go instantly.

**Automation is Instant**:

Once the trigger happens (form submission or board action), the project appears immediately in the Projects list.

**Form vs. Board Differences**:

Forms allow **more detailed field mapping**, Boards are better for **fast handoffs** where full details aren't always known yet.

**Mobile Project Creation**:

You can also manually create projects from the Ontraccr mobile app — covered separately under mobile articles.

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## **✅ Example Scenario**

A construction company uses a "Project Intake" form:

-   Sales reps fill out the intake form when a new project is won.
-   Form collects the full project scope, estimated budget, address, and client.
-   Upon submission, Ontraccr **auto-creates** the project profile.
-   The operations team can immediately start time tracking, setting budgets, and assigning crews.

Total project setup time = under 2 minutes!

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## 🚀 **Summary**

Automating project creation with Boards and Forms helps your teams move faster, ensures **consistent project setup**, and reduces manual errors — keeping your business lean and efficient.