Run a Project

  • Updated

When you create a Project, it is in the Outline state.

The Project interface has 4 sections, corresponding to the 4 in progress states:

  • Outline (state: Outline), where squad members plot the outline of courses.
  • Create (state: Creation in progress), where squad members create the courses.
  • Review (state: In review), where squad members ask for a review of their courses.
  • Share (state: Ready to share), where squad members share their courses.

Once a project is complete, it moves to the Delivered state.

NOTE: To make sure you project notifications go out, we recommend squad members enable email notifications.

Other helpful project notifications (Personal settingsNOTIFICATIONSProjects):

  • Comment on a project I am involved in
  • I have been assigned a task in a project
  • Weekly recap of my remaining tasks

Outline

New Projects are in the Outline state, where squad members can plot the outline of their Project courses.

Squad members cannot access the sections Create or Review until the outline is validated.

  1. In the left sidebar, click Projects
  2. In the Projects section, click on a Project

Click Add course to add a new course to the Outline.

Click Add activity to add an activity to a course.

Click ASK FOR FEEDBACK to publish a post in the Project forum, asking squad members for feedback on the outline. They will be notified by email, like a regular post in a forum. You can also mention administrators (even if they do not belong to the squad).

Click VALIDATE OUTLINE to move the Project to the state Creation in progress. Courses (and their activities) will be created according to the plan in the state Outline. Activities will be turned into tasks, automatically assigned to the squad members that was linked to the activity in the Outline state.

The outline cannot be changed once validated.

Create

Projects with a validated outline are moved to the Creation in progress state, where squad members can work on the created courses, create new courses, and add existing courses. They can also add tasks.

Create: add a new course

Courses created from a Project are linked to that Project, and can be reviewed by Reviewers.

Only squad members may be authors and co-authors of courses created from a Project.

  1. In the left sidebar, click Projects.
  2. In the section Projects, click on a Project.
  3. At the top, click CREATE.
  4. At the bottom, click Add new course.
  5. Enter a course title.
  6. On the right, click Choose an author.
  7. Select an author (among the Project squad members).
  8. Click Save.

Users with edition permissions on that course can now edit it. Squad members can also open it by clicking See course on the top right of a course.

Create: add an existing course

You can add existing courses to a Project. To add an existing course to a Project, the course must belong to the Project group, or be shared in the Catalog Project group.

  1. In the left sidebar, click Projects.
  2. In the section Projects, click on a Project.
  3. At the top, click CREATE.
  4. At the bottom, click Add existing course.
  5. Select the course(s) that you would like to add.
  6. Click ADD.

Create: assign reviewers

You can assign any member of your groups as a reviewer to an active course that was created in a Project. Reviewer is a Project-specific role; it cannot be used outside courses created in Projects.

Reviewers can access the Project’s courses for which they are reviewers, and the internal comments in the courses’ activities. They can publish internal comments in those activities.

  1. In the left sidebar, click Projects.
  2. In the Projects section, click on a Project.
  3. At the top, click CREATE.
  4. In a course, on the right of the task Choose reviewers, click Assign reviewers.
  5. Select the reviewers.
  6. On the bottom right, click CONFIRM.
  7. Enter instructions for the reviewers.
  8. On the bottom right, click SEND.

A notification is then sent to the reviewers, with the instructions. When the reviewer finishes the review, they can click Complete review, and another notification is sent to all Project squad members.

Learn more about the reviewer’s experience in Review a course.

Create: remove a course from a Project

You can remove courses from a Project. Removed courses can still be accessed in DashboardCOURSES. You can also add them as a resource to the Project, but not link them to the Project again.

  1. In the left sidebar, click Projects.
  2. In the section Projects, click on a Project.
  3. At the top, click CREATE.
  4. At the top right of a course, click Remove course from project (trash icon).

Review

Squad members can check the status of course reviews in the section Review. They can also add tasks.

Adding reviewers in the section Create automatically adds the corresponding task in the section Review. When a reviewer clicks Complete review, the task is automatically checked.

  1. In the left sidebar, click Projects.
  2. In the section Projects, click on a Project.
  3. At the top, click REVIEW.

Once all reviews are finished, the Project is moved to the state Ready to share.

Share

Projects with completed reviews are moved to the state Ready to share, where squad members can communicate on the active courses. They can also add tasks.

  1. In the left sidebar, click Projects.
  2. In the section Projects, click on a Project.
  3. At the top, click SHARE.

Share: complete a Project

You can complete a Project when it is finished. Completed projects will have the state Live, and will be displayed in the section DONE of the Projects homepage

  1. In the left sidebar, click Projects.
  2. In the section Projects, click on a Project.
  3. At the top, click SHARE.
  4. At the bottom right, click COMPLETE PROJECT.
  5. Click COMPLETE PROJECT.
Check out our blog for more L&D resources.