Managing the Project Tab

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Managing the Project Tab

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Create

1.Click clip0849 on the far right.
2.Use the dropdowns in the Create New Project window.
3.Select Create.

 

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Delete

1. Click the clip0850 button.

2. Click OK.

 

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Note:

A Project cannot be deleted if it contains assets. Delete the assets first, and then delete the Project.

 

 

Assign

1. Click the clip0312 icon.

2. Click Add Team Member.

3. Select from the Roles dropdown.

4. Select from the User dropdown.

5. Click Save.

 

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Edit

1.Click the clip0313 icon.
2.Fill in the information panel of your project.
3.Hit Save.

 

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Search clip0854

 

There are two ways to search for a specific Project:

Type a name then press Search
Select from the dropdown based from your filters then press Search.

 

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NOTE:

You can also filter your projects based on Divisions, Subdivisions, Date arrangement and Job types.

 

 

Sort

 

Arrange the table by clicking the header - Name, Division, Subdivision and Job type alphabetically and Date created, Date modified and Assets in ascending or descending order.

 

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