Things for Work | Support with Projects

Support with Projects


Creating a New Project

While on an Organization dashboard, click the blue button that says "Create a new Project" and then follow the instructions on the next screen to name the Project:

Opening a Project

From an Organization dashboard, simply click on the name of the Project to open it:

Inviting a New Member to a Project

  1. Open the Project
  2. Click the "Members" tab
  3. Click the "Invite Organization" button
  4. Enter the new Member's email in the box and click "Send Invite"

Here's a short video showing each step:

The email sent to the new Member will look something like the below. All they have to do is click the link to create their own account (or log in with their existing account) and then join the Project:

						
Subject: Invitation to join: Charlie"
						
You have been invited to Charlie

Click here to accept the invitiation https://www.thingsforwork.com/project/accept/37/ee4e779e82ba8333c7da4eabec36557a
						
					

How to Change Organization Access Rights

  1. From within the Project, click the "Members" tab
  2. Click the name of the Organization you'd like to modify
  3. Click the "Membership Type" dropdown box and select the new designation
  4. Click the "Save Changes" button at the bottom

Removing an Organization from a Project

  1. From within the Project, click the "Members" tab
  2. Click the name of the Organization you'd like to remove
  3. Click the "Remove" button

Note that removing an Organization removes access for all of its Members with access.

Changing the Name of a Project

To change the name of a Project, go to the "Settings" tab:

Deleting a Project

To delete a Project, go to the "Settings" tab:

Note that doing so will permanently delete all of the Reports contained in the Project.