Project management

What is the project overview?
November 25, 2017 - Some of the features described here are available to some customers already and will be rolled out to all customers in the coming weeks...
Sat, 25 Nov, 2017 at 12:43 PM
How do I add a new project?
You can only add a new project if you are process admin or project creator. You can add a new project from the pipeline or from the project list view. T...
Tue, 24 Oct, 2017 at 6:50 AM
How do I archive or delete a project?
Only the admins for a project can archive or delete that project. When you hover over a project on the project list or the pipeline, you can locate the ...
Tue, 24 Oct, 2017 at 6:51 AM
How do I access and re-activate an archived project?
Only admins for a project can re-activate an archived project. Archived projects will be hidden from the pipeline and the project list view. You are onl...
Tue, 24 Oct, 2017 at 6:52 AM
What is a project template?
A project template is a sample project that can be used as a model for new projects. The newly created projects are almost-exact copies of the project templ...
Tue, 24 Oct, 2017 at 6:52 AM
How do I assign a Project Owner?
Only the account admins and project admin can change the project owner. To assign a project owner, first click on the relevant project. Once in the proj...
Tue, 24 Oct, 2017 at 6:54 AM
What is a project cover page and how do I edit it?
Only the admins for a project can edit the cover page. The project cover page is used to record and present important information about a proj...
Tue, 24 Oct, 2017 at 6:56 AM
How do I configure the cover page?
Only a process admin can configure the cover page. All projects use the same cover page form. This means that after the cover page form is edited, the c...
Tue, 24 Oct, 2017 at 6:57 AM
How do I configure a Choice field with my own list?
Only a process admin can configure the cover page. If you have a list of choices already defined, you don't need to enter those one by one when con...
Tue, 24 Oct, 2017 at 6:58 AM
How do I mark a cover page field as required when creating or editing a project?
Only process admins or project creators can mark a cover page field as required. 1- In the cover page’s form editor page, select the field that you want...
Tue, 24 Oct, 2017 at 11:11 AM