Starting a New Project
Category: Project Management Section: Projects Last Updated: 2024-02-27
Getting started with a new Project is as simple as clicking on Projects and then the '+New Project' button.
After you click the button you will be presented with a Start new project modal where you will be required to:
Select a Project Template, and
Provide some Project details
Your Project is now ready to start working on.
Select a Project
In the Select a Project section you will be able to Search a list of all the Project Templates that have been deployed and shared to your user account.
Click on a Project Template or the Select button to select the Template you want to use.
Search
The search feature is used to search all available Project Templates. Any values you provide will be searched against the Project Template name and Description.
Category Tags/ Filters
This is an additional search feature that will allow you to filter project templates based on tags that have been applied to a Project Template.
Environment
Depending on which environments you are subscribed to for each of your available Project Templates, you may see an environment listed beneath the Project Subscription. Only Environments of type Dev, Test or PreProduction will display in the view, so that users creating projects for test purposes know at which stage of validation the template is at. Templates deployed to Production environments (i.e. ones for end-user project completion) will not have their environment listed.
Project Details
Give your Project a unique name so you can find it. You can also provide a description of the project for additional details. it is recommended to use at least some part of the Project Template name here for ease of reference.
Once you have provided this information click on the Start Project button to launch your project.
To find out how to complete a Project from this point, please refer to our article on Working through a Project.