User assistance for content authors

Creating a project

Projects provide the content owner with a way to manage content and updates in a streamlined process. Although you can update the site without creating a project, it is a best practice to use projects to simplify the publishing process for multiple updates.

Procedure

  1. From Projects, select a template from the Create a new project from menu to create a project. If you do not see the project template that you need, contact the appropriate content owner to create a new project template to add to this menu.
  2. Enter a name for the project in the field. By default, you see your user ID and the date as a sample project name.
  3. Click Create.

What to do next

You can start adding authors and other owners to this project. Projects are about collaborating with others. For others to contribute to the project, you must add authors to this project. Click Manage Project > Properties to add authors and owners to this project. You can also set other project logistics from Manage Project. For example, you can change the project name, set up approval criteria, create custom actions, control access, see the project history, and more.
Parent topic: Projects: Organizing and coordinating changes
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Thursday, April 24, 2014 3:00pm EST

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