Creating projects in Examply helps you organize your work and collaborate effectively with your team. Follow these clear steps to create a new project.
Steps to Create a Project
1. Log In to Examply
Action: Visit the Examply website and log in using your credentials.
New User: If you don’t have an account, sign up for a free trial.
2. Navigate to the Projects Dashboard
Action: After logging in, click on the Projects tab in the main menu.
3. Start a New Project
Action: Click the New Project button at the top right corner of the Projects Dashboard.
4. Fill in Project Details
Provide the following information:
Project Name: Choose a clear, descriptive name.
Description: Add a brief overview of the project’s purpose.
Team Members: Add collaborators by entering their email addresses or selecting them from your contacts.
Start and End Dates: Set a timeline by selecting start and end dates.
5. Configure Project Settings
Privacy Settings: Choose between public (visible to all) or private (only invited members) access.
Notifications: Set your preferences for updates on project progress and deadlines.
6. Add Tasks and Milestones
Action: Use the Add Task button to break your project into smaller tasks and milestones.
Assign tasks to team members.
Set deadlines and add descriptions or attachments.
7. Save and Launch the Project
Action: Once all details are filled in, click Save to create your project.
Result: The project will appear in your Projects Dashboard.
Tips for Successful Project Management
Regular Updates: Keep project tasks and details updated to ensure everyone is aligned.
Team Communication: Use the project’s chat or comment feature to discuss tasks and share updates.
Progress Monitoring: Utilize the built-in analytics and reporting tools to track your project’s progress.
FAQs
Q: Can I edit project details after creation?
A: Yes, go to the project settings to update the name, description, team members, or other details.
Q: How do I delete a project?
A: Open the project settings, select Delete Project, and confirm. Note: This action is irreversible.
Need Help?
For further assistance, contact our support team at support@examply.com.
Thank you for choosing Examply to manage your projects!