Knowledge Base - Experlogix Documents

Organization Projects Tab

The Experlogix Documents Organization Projects Tab displays all projects within an organization. Users with sufficient permissions can also create additional projects via the Organization Projects Tab.

organizationviewprojecttab.png

Organization Projects Tab Functions

Field

Description

Name

Displays the name of the project. This is a required field.

Description

Displays the user-defined description for the project.

Options button

Displays the following additional options for the project:

  • Open: Opens the project's dashboard

  • Settings: Opens the Project Settings page

  • Delete: If a user has the appropriate permissions, the Delete button removes all assets associated with the Project.

Procedures

Creating a project

  1. Click the + Create button.

    The Create project window displays.

  2. In the Name field, input the name of your new project.

  3. (Optional) In the Description field, enter an informative description for the project.

The Creating project window displays while the system creates your project.

Create_Project_Window2.png

Your new project displays in the Projects List view.

You have successfully created your new project and can begin configuring it.