Create a project

Platform admins, platform owners, and group admins can create new projects. All users 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.

Starting a project has two main parts:

• Creating the project.
• Creating the project outline.

Create a project

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

Admins can create a project from scratch or 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 Title for the project.
   • (Optional) Add a Description.
   • (Optional) Add a Project Lead.
   • (Optional) Change the Group assigned to the project.
4. At the bottom right, click Add general info.
5. Select your project team and click Add Members.
6. Review your project info.
   • (Optional) Click Edit at the top right of any step to update the details.
7. At the bottom right, click Launch.
   • (Optional) In the Kick off the project window that appears, write a message to the team members and click 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 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 Title for the project.
   • (Optional) Add a Description.
   • (Optional) Add a Project Lead.
   • (Optional) Change the Group assigned to the project.
5. At the bottom right, click Add general info.
6. Select your project team and click Add Members.
7. Review your project info.
   • (Optional) Click Edit at the top right of any step to update the details.
8. At the bottom right, click Launch.
   • (Optional) In the Kick off the project window that appears, write a message to the team members and click Send.