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Creating a project

A project is a piece of work your staff do together, such as an open day or a summer camp, with its own tasks and members. Anybody who works in the academy can open Projects and create a project.

Find a project

Section titled “Find a project”

Projects lists the projects you are a member of. A project you are not a member of does not appear, even for the academy’s owner.

The Projects page, with the search box, the status list and a project card highlighted
  1. Search projects...
  2. All Statuses
  3. A project
Your projects

  1. To narrow the list, type part of a project’s name or description in Search projects….

  2. To see only projects in one state, choose Draft, Active or Archived instead of All Statuses.

  3. Press a project’s card to open it.

Each card shows the project’s status, its description and the date it was created.

Create a project

Section titled “Create a project”
The top of the Projects page, with the Create Project button highlighted
  1. Create Project
Create Project
The Create Project window, with the name, description, both dates and the Create Project button highlighted
  1. Project Name
  2. Description
  3. Start Date
  4. End Date
  5. Create Project
A new project

  1. On Projects, press Create Project.

  2. Enter the project’s name in Project Name. It is the only field you must fill.

  3. Describe the project in Description, if you want to.

  4. Under Project Timeline, choose a Start Date, if the project has one.

  5. Choose an End Date. It cannot be earlier than the start date.

  6. Press Create Project. The project appears in your list.

You become the project’s Owner, and its only member until you add others. A new project starts as Draft, and nothing on its page changes that, so your projects stay Draft until they are archived.

A project’s page

Section titled “A project’s page”
A project's page, with its name and status, the four tabs and the Back to Projects button highlighted
  1. Name and status
  2. The tabs
  3. Back to Projects
A project's page

At the top are the project’s name, its status and its description, with the number of members and tasks and the project’s dates. Under them are four tabs:

  • Tasks
    The project’s work, in columns. See Working with tasks.

  • Members
    Who is in the project, and what each of them may do. See Members and roles.

  • Announcements
    Announcements written for this project. See Announcements.

  • Settings
    The project’s name, description and dates, and archiving or deleting it. See Project settings.

Back to Projects returns you to the list.

If something goes wrong

Section titled “If something goes wrong”
  • Project name is required
    Project Name is empty. Enter a name and press Create Project again.

What happens next

Section titled “What happens next”

Add the people who will work on the project in Members and roles, then give them work in Working with tasks.