Managing Projects: Creating, Editing, and Deleting.

Create / Edit / Delete

Successfully managing a project involves leveraging its powerful tools to organize workflows, define tasks, assign roles, track progress, and ensure the timely delivery of project milestones.

    Create a Project

    1. Navigate to the Project Page and click on "Add New" to open a project editing box.
    2. Fill in project details such as project name, leader, workflow, acronym, and comments. 
    3. Add tasks, specifying due dates and assignees.   
    4. Optionally set initial tag values
    5. Save your project.

    Edit a Project

    1. Navigate to the Project Page and select the project you wish to modify.

    2. Click on "Edit" located at the top left.

    3. Revise the project details as needed.

    4. Save your changes by clicking "Save".

    Delete a Project 

    1. Navigate to the Project Page and select the project you wish to delete.
    2. Access Project Options by clicking on the three-dots icon next to the project name.
    3. Click on the Delete option from the project options menu.
    4. Confirm deletion by checking the option to delete all tasks if needed, then click "Confirm" or "Delete".