When setting up your workspace, you need at least one project to hold your edit requests.
Creating your first project
Use the "Create your first project" button, or
"Add project” button on the left panel or
“Create project” button on the “My projects” page.
Any of these options will get you to the project creation flow :)
When you click on the link, and the side bar will appear.
Give your project a name
When the side panel opens, enter the name for your project in the “Project name” field.
When name is entered, the project key for this project will be autogenerated. Project key will be used in edit request ID for this project. You may edit the key to your liking before you press the “save” button.
Once project name and key is saved, you will be able to edit the project name, but you will not be able to edit the project key.
Learn more about project keys here: How does a project key work
Set your project visibility
Project visibility controls allow you additional configurability to define who can see the project and edit requests within in.
By Default only Workspace Members will be able to see the project, join it and see all the edit requests within them. Should be perfect for collaborative team work.
Open project - for extra transparency in your team. Any member of your Workspace AND Workspace Collaborators will be able to see and join those. Guests will not see this project though, unless you add them.
And Closed - visible only to those Workspace members who have been added to the project. For all those projects which you’d rather keep to a tight group.
Add members to your project
You can control what users can see the contents of each project
Adding existing members
Click on the “Search Members” field and the dropdown with all Workspace members will appear. You may select the member you want to be a part of your project.
You can use the search to find the members you need faster
You can press the “Add Members” to add all members of your Team.
Note: "Add all Members” will add all Workspace members & Collaborators, but will not add Guests.
Adding new members
If you click “Add Member” button, a modal window will appear.
You can enter one or several emails of users that you want to invite. You can select the role that you want these members to have
These emails will receive the notifications. Once accepted, they will join your workspace and project with a role that you have specified.
Creating a new project
You may also want to create an additional project - and you can create an unlimited umber of those.
Use the “Add project” button on the left panel or “Create project” button on the “My projects” page.
Note: Depending on your Workspace role, this action may be restricted. The possibility to create a project is available to Workspace members only.