How to... Use the procedures in this section to create, edit, or delete a project. Related Topics:Create a Project from a Blank Project Depending on your account and project roles, you may or may not be able to create or edit projects. Contact your account administrator for more permissions. Create a Project based on a Template You can create a project using a template that you or another user created. Your access to these settings is dependent on your version of ConceptShare. Create a Project Template You can create a template from the Project Templates dashboard. The templates you created can then be used by other users in creating future projects. Your access to these settings is dependent on your version of ConceptShare. Create a Project Template from the Projects Dashboard You can create templates that other users can use to create their own Projects. Your access to these settings is dependent on your version of ConceptShare. Manage a Project From the Projects dashboard, you can perform basic administrative tasks such as export, archive or delete a project. You can also create a feedback summary for a project, as well as update the details of a project. Modify Project Phase or Status From the Projects dashboard, you can change the phase or status of a project or multiple projects. Archive a Project from the Projects Dashboard Archive a Project to hide it from view in ConceptShare. Unarchive a Project from the Projects Dashboard Restore access to archived Projects. Delete a Project You can delete a project and all files associated with it. This action cannot be undone, so make sure you that you no longer need the project before deleting it. Parent Topic: Creating Projects HomeManaging ProjectsCreating ProjectsHow to...
How to... Use the procedures in this section to create, edit, or delete a project. Related Topics:Create a Project from a Blank Project Depending on your account and project roles, you may or may not be able to create or edit projects. Contact your account administrator for more permissions. Create a Project based on a Template You can create a project using a template that you or another user created. Your access to these settings is dependent on your version of ConceptShare. Create a Project Template You can create a template from the Project Templates dashboard. The templates you created can then be used by other users in creating future projects. Your access to these settings is dependent on your version of ConceptShare. Create a Project Template from the Projects Dashboard You can create templates that other users can use to create their own Projects. Your access to these settings is dependent on your version of ConceptShare. Manage a Project From the Projects dashboard, you can perform basic administrative tasks such as export, archive or delete a project. You can also create a feedback summary for a project, as well as update the details of a project. Modify Project Phase or Status From the Projects dashboard, you can change the phase or status of a project or multiple projects. Archive a Project from the Projects Dashboard Archive a Project to hide it from view in ConceptShare. Unarchive a Project from the Projects Dashboard Restore access to archived Projects. Delete a Project You can delete a project and all files associated with it. This action cannot be undone, so make sure you that you no longer need the project before deleting it. Parent Topic: Creating Projects HomeManaging ProjectsCreating ProjectsHow to...