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How To Create A Project

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Written by Alyssa Szeto

Projects are a way to help you organize lessons into an organized structure. Projects can be used for specific jobs, as well as, organizing into departments or disciplines depending on your organization's needs

Before you can create lessons, at least one project needs to exist.

To create projects

  1. Click Projects in the top navigation bar
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  2. Click New Project
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  3. Enter in your project details

    1. Provide a project name: this could include job numbers or the client

    2. Select a project color: This can be customized in the system settings

      1. Project colors are a great way to visually see projects in a similar domain. (ex: institutional, industrial, commercial)

    3. Provide a description: This makes it easy to search for similar types of projects

    4. Provide project tags: These tags are also applied across lessons to provide an additional way for organizing similar information. This can be customized in the system settings

    5. Attach project files: This is information about your projects, such as scopes, contracts, any supporting documentation.

  4. Click Create Project
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