Projects & Collaboration
Create and organise projects
Give related guides a shared home with a clear name and appropriate access.
Last updated 1 min readWritten by iTrustech Apps
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On this page
- Open Projects and choose New project.
- Enter Project title and, if useful, Description (optional). Choose Create project.
- Open the new project and add the source material for its process.
Example with sample data
Example project: “Demo onboarding”, containing only sample workflows and data.
Use the Projects tabs to find all projects, favourites, projects you created, shared projects and archived projects. Favourite frequently used work for easier access.
Open the project’s quick actions and choose Edit project to update its details. Choose Archive, then confirm Archive project to hide it from active views while preserving its guides. Open Archived and choose Restore when you need it again.
Export the content you still need and review the project's members, sources and share links. Read all deletion warnings and complete any required verification. Deleting a project is not a substitute for archiving work you may need again.
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Page history1 change
- feat: deliver guide authoring, help centre and workspace improvements (#42)iTrustech Apps