Create a project

  • Updated

Who can use this feature?

  • Platform Administrators, Platform Owners, and Group Admins can create new projects.
  • All users who are assigned to a project team can edit and contribute to the project.
  • Available on the Champion solution. Non-Champion plans have 2 projects per group.
  • Accessible only on the Web Application.

Projects are a trackable framework for internal experts to create and review course content. The framework in projects consists of unique task lists for each project phase, giving your team of internal experts enough guidance to keep the project moving forward.

There are two main parts to starting a project:

Create a project

⚠️ Projects are tied to groups. Adding members to the project automatically gives them the author role in that group. Once a project is created, you cannot change the group.

Admins can create a project from scratch or from a learning need.

Create a project from scratch

  1. At the top right of the homepage, click CREATE Project.
  2. Select a project template in the section My templates, or click No template.
  3. Enter a project Title.
  4. Optional: Add a project Description.
  5. Keep the default group or select a new project Group.
  6. Optional: userPlus.svg Add a Project Lead.
  7. At the bottom right, click ADD GENERAL INFO.
  8. Select your project team and click ADD MEMBERS.
  9. Review your project info. 
  10. Optional: Click penPaper.svg Edit at the top right of a step to change the info.
  11. At the bottom right, click LAUNCH
  12. Optional: Write a message to the team members and click plane.svg Send.

How is the default group picked?

The platform uses the following criteria to select the default group:

  • A group that the user is a Coach or Admin of.
  • A group that hasn't reached the maximum number of Learning Needs.

If several groups correspond to those primary criteria, the platform follows the secondary criteria (by order of priority):

  • The group that is closest to the platform group in the group hierarchy.
  • The group that has the most members.
  • The group that was most recently created.

Create a project from a learning need

Creating a project directly from a learning need:

  • Links the learning need to the project.
  • Adds the learning need to the project's Resources section.
  • Allows users who can see the learning need to follow the project from the learning need page.
  • Shows users that volunteered to help with the Learning Need when adding the project team.

To create a project from a learning need:

  1. At the top of the homepage, click Projects.
  2. Scroll to the Learning Needs section and click Launch Project on the right of a learning need.
  3. Select a project template in the section My templates, or click No template.
  4. Enter a project Title.
  5. (Optional) Add a project Description.
  6. Keep the default group or select a new project Group.
  7. (Optional) userPlus.svgAdd a Project Lead.
  8. At the bottom right, click ADD GENERAL INFO.
  9. Select your project team and click ADD MEMBERS.
  10. Review your project info. 
  11. (Optional) Click penPaper.svg Edit at the top right of a step to change the info.
  12. At the bottom right, click LAUNCH
  13. (Optional) Write a message to the team members and click plane.svgSend.

Create a project outline

Once the project is created, admins, project leads, and team members can start collaborating on the project outline.

To create the project outline:

  1. At the top of the homepage, click Projects.
  2. In the list of projects, click on a project.
  3. At the top, click on the CREATE section.
  4. Add a new course, existing course, and/or course tasks as needed.
  5. Optional: Assign course reviewers.  
  6. Optional: Add project, course, and task deadlines.
  7. Optional: Add task owners.

For more information on running a project, go here.

Check out our blog for more L&D resources.

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