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Create a Project

How do I create a new Project?

Click 2017-08-17_1557.png at the top of the screen.

All of your organization’s Task, Improvement, and Project types will be listed in the resulting drop-down menu, with Tasks signified by a 2017-08-18_1602.pngImprovements by a 2017-08-18_1602_001.png, and Projects by a 2017-08-18_1602_002.png. Choose the type of Improvement you would like to create and click it.


Create_-_Project.jpg

In the resulting window: 

  • Depending on the type of Project, different information will be required; there may be optional fields and Attributes as well. You will be required to enter a short summary of the Project - this field is often called the “Title,” “Summary,” or “Theme.”

    Once you’ve entered the title, a blue badge will appear next to the magnifying glass if there are any Projects or Improvements with a similar title. It will look something like this: 2017-08-17_1605.png. The number displayed on that badge correlates to the number of similar items.

    Hover over that icon to see a list of the titles of those similar items or click the icon to open a more detailed list.


  • You may also enter the date on which the Project should become active in the "Start Date" field, and the date on which it should be scheduled to end in the "End Date" field.

  • If you want to nest this Project under another Project, enter that other Project's name in the "Parent Project" field. NOTE: You must be on the parent Project's team to add it to this field. If you're not on any other Projects' teams, you will not see this field at all.

  • To limit access to this Project to only people on its team or who have the "View Private" permission for Project's in this Location, check the box next to "Make Private?"

    Check the box next to “Allow Project Team to see the nested private Improvements in this Project” to allow team members to view any private Improvements that are part of the Project, regardless of whether or not they're on their team or have the "View Private" permission.

    Check the box next to “Allow Project Team to see the nested private Projects in this Project” to allow team members to view any private Projects that are part of the Project, regardless of whether or not they're on their team or have the "View Private" permission.

  • Click "Team" to see the team fields.

    Add the appropriate Sponsors, Facilitators, Leaders, Participating Users, Participating Locations, and Followers to the field of the corresponding name.

  • Add any attachments to the Project. You can:

    • Drag and drop the file you want to add onto the "Create" window, or

    • Click 2017-08-18_1547.png and pick the file you want to attach in the resulting window.

  • Add any links to the Project by clicking 2017-08-18_1549.png. In the resulting window, enter what you want the link to be called in the "Name" field and the address to the link in the "Address" field.

  • Click 2017-08-18_1605.png.

 

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