Create a Project

This page describes how to create a project to manage a group of related changes that require a workflow process before publication.

Open the Projects perspective.

Click on the large + icon in the bottom right of the screen.

Enter a name and, optionally, a description for the new project. If you intend to run the project as a scheduled campaign, you may also enter start and end dates (they can also be changed or added later on).

Click Create. Three new tabs will appear alongside the Info & Schedule tab - Channels, Content, and Communication.

The Channels tab is automatically selected so that you can start making channel changes within the project. Start by clicking Add.

In the dialog that pops up, select one or more channels and click Add:

You are now ready to make changes to channels added to the project.

If you want to include content changes in a project, you need to add documents to the project, as a newly created project does not include any documents by default:

To add a document to a project, navigate to the Content perspective and to the document you want to add to the project. An additional menu option is available within the document view:

Clicking on Add to project will present a dialogue box where you can decide what project you would like to add the document to:

It is also possible to add a document to a project from within the channel manager:

This option appears when you go to edit a document, in the context of a project, that is not currently part of the project.

If you add a document to a project it means you are ready to include content changes in the project.

You can see the list of documents contained within a project by navigating to the Content tab within the relevant project:

It is possible at any time to remove a document from a project, or switch a document from one project to another. You can remove a document from a project from both the Content tab, within the Projects perspective, and from the document view in the Content perspective:

You can do this by clicking on the Remove from project menu item/icon.

Moving a document from one project to another is possible by clicking the Switch to project option in the document view from the Content perspective.

From the moment a project is created it is possible to add comments to it:

Comments can be added on all tabs. On the Info & Schedule tab, comments are not linked to a specific channel or document and are generic ‘project’ comments.

On the Channels tab the comments added are linked to specific channels; you can add a comment to a specific channel by clicking on the comment icon, entering a comment in the side panel and clicking Add Comment. The comments for that channel will then appear in a log below the Comment field. You can open and close this log as desired by clicking on the comment icon (to open it), and the X icon in the side panel (to close it).

The same functionality exists within the Content tab; comments can be added and viewed, and they are linked to a specific document:

The Communication tab primarily serves as an entire log of all comments added to the project, regardless of what tab a comment was originally added from.

You can however also add comments from the Communication tab, and on doing so are asked what the comment is in reference to - whether it is a generic project-level comment, or a specific channel/document comment:

If it is a channel or document comment you are also asked to specify which channel/document it is in reference to:

On the Communication tab it is also possible to filter the entire comments log based on text, date created and user: