Project


What is the 'Project' tool for?

  • The 'Project' step provides the Pipeline Manager / Administrator with ability to create projects from ideas using our existing Project Management tool.
    • Learn more about Project Mangement here!

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Configure the 'Project' Tool: 

  • To get started with the Project tool, navigate to Step Gear Menu --> Configure Project:

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  • In the 'Project' configuration section, the Pipeline Manager will need to set the following parameters:
    • Project Owners: Select the owner for the projects in this step
    • Project Team: Select the team members for this project, team members are able to participate on the project but do not have administrator privileges to make project changes.
    • Privacy: Select the privacy level
      • Most Visible: Project will appear in search results. Non-team members can view and post to project wall. Only team members can view and update the project.
      • Restricted Visibility/Access: Medium Security - Project will appear in search results. Non-team members can request access to the project. Only team members can view and update the project.
      • Most Secure: Project will not appear in search results. Only team members can view and update the project.

 

    • Select "Create Project" to complete the configuration.
    • Projects will be created in the Pipeline tool for each idea in the step.

 

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