Projects
Feature rich workspaces allowing users to easily collaborate on projects online to get results
The Projects Module is a collaborative workspace or environment where teams can plan, organize, and manage tasks, activities, and resources related to a specific objective or initiative.Within a Project, team members can communicate, share files and documents, assign tasks, set deadlines, track progress, and collaborate on various aspects of the project. It serves as a centralized hub for team collaboration, allowing members to work together across departments, streamline workflows, and achieve project goals efficiently. It offers features such as task management, timelines, document sharing, discussions, notifications, and reporting capabilities, all designed to enhance productivity and collaboration within project teams.
Within this module you are able to:
- 1.Search projects
- 2.Filter filtered listed projects by category
- 3.Filter projects to show all projects or just projects you belong to
- 4.Configure how the projects will be displayed
- 5.Configure the order the projects are displayed
- 6.Manage Categories, Show/Hide Fields, and Export Project Email IDs
- 7.Create a Project/Project Template Please note: If you do not see this option, then you do not have the permission to complete this procedure.
- 8.Padlocks indicate private groups that you need to request permission to join. Projects without a padlock are open to all user
- 9.See the last time an activity was performed in the project
From the Projects page, select Create Project.
- 1.Name your project
- 2.If desired, Pick a Template. If you use a template, you will be asked to specify who to designate as the project creator. You can select between the user who created the template or yourself.
- 3.Provide a Short Description
- 4.Upload a Photo for your project
- 5.Assign Categories for your project
- 6.Set the Permission for your project. Decide between:
- 1.Public- Anyone with access can join this project, participate, and view messages
- 2.Private- User must be invited or request access in order to view messages and participate
- 3.Unlisted- This is an unlisted project. Only you and the people you invite to this project will be able to view it. Admins do not have any access to this project.
- 7.Set the Default Membership. You can decide between:
- 1.Member- New users in the project get member privileges
- 2.Admin- New users in the project get admin privileges
- 8.Set a State Date for your project
- 9.Set a Completion Date for your project
- 10.Set the Time Zone for your project
- 11.Add Hashtags to your project
- 12.Choose a Color for your project
- 13.Click on Save and Continue or to simply save and return to projects, click on the dropdown menu and select Save and Go to ProjectsIf you create a project from a template, it will copy members, files, milestones, tasks, posts, and messages from the template to your new project.Next, select which modules you wish to include in your project and configure their settings.
Once you have selected all desired modules, click on Save and Continue to set Custom Fields or select the dropdown to Save and Go To ProjectsNext, set your custom fields. Type in the value you want for the custom field and click on Save and Exit.
The custom field and its assigned value will appear in the Project Summary section of the project.
To navigate to a project, click on Teams, then select Projects. From the Projects screen, click on the desired project.
- 1.Share an update with all members of the project
- 2.Ask a question to the members of the project
- 3.Share a poll with members of the project
- 4.Award a recognition to a member of the project
- 5.Create a post to share with members of the project
- 6.Create a new tracker associated with the project
- 7.Create a new associated with the project
- 8.Create a new survey associated with the project
- 9.Create a new wiki to share with the project members
- 10.Create a new idea to share with the project members
- 11.Create a new campaign to share with project members
- 12.Upload media to share with project members
- 13.Create a new even associated with the project
- 14.View updates and posts on your primary tab
- 15.View updates and posts on your secondary tab
- 16.View all project mentions
- 17.View pinned posts and updates
- 18.View project newsfeed
- 19.View all project members
- 20.Views files shared with the project
- 21.View posts shared with the project
- 22.View wikis shared with the project
- 23.View project tasks
- 24.View project trackers
- 25.View project calendar
- 26.View timesheets for project members
- 27.View pages shared with the projects
- 28.View project reports
- 29.View project leaderboard
- 30.View project media library
- 31.View ideas shared with the project
- 1.Invite any Network Users to the project
- 2.Invite Guest Users to the project. Guest users added to the project will only have access to information in the project(s) they have been added to. They will not have access to the rest of the system
- 3.Get a share link or email to directly link to the project
- 4.Configure your notification preferences for actions in the project
- 5.Join a project chat. This chat will involve all members of the project
- 6.Assign categories to the project for convenient grouping
- 7.Leave the project.
- 1.Edit Project and module details
- 2.Configure General Settings for the project
- 3.Configure file settings and permissions within the project
- 4.Configure and acquire and embed and share link for the project
- 5.Get an embed code for the project newsfeed
- 6.Configure integrations within the project
- 7.Configure a custom banner for the project
- 8.Transfer owner rights of the project from one user to another
- 9.Generate admin reports on activity within the project
- 10.Merge one project with another
- 11.Export project data
- 12.Archive the project. Archiving the save all data, but will inhibit users for interacting with the project any further
Team admins may want to restrict users from joining a team due to several reasons such has controlled notification.
Team admins can now control if the join action is visible to non-members for a project or group.
Steps to restrict/ control join action visibility for teams
- 1.Navigate to the team.
- 2.Team admin should click on the Three dots button.
- 3.Hover on General Settings > Invite and Join Settings
4. Enable/Disable the setting “Allow non-members to send join request to the project.”
5. If the setting to join is disabled for a public project/group then a non-member will not see the Join action to join the team
6. a. If the setting to join is enabled for a public project/group then a non-member can click on it and join without any approval
b. If the setting to join is enabled for a private project/group then a non-member can click on it and that would send an approval request to the team admins. On approval, the user becomes the member of the project/group and can view the content
Projects are similar to Groups, but Projects are intended to be used when there is a need to track tasks and progress towards the completion of an activity. Projects might be limited to members of a certain functional area, but are great for facilitating cross-functional collaboration. For example, rolling out a new tool that will require IT, HR, and Facilities.
Last modified 3mo ago