Notebooks can be organized and color coded by project, helping users group and prioritize their authoring and review work. New projects can be added during notebook creation.

Manage Projects

From the main menu, click Notebooks, then select Manage > Projects to open the dashboard.

Projects listed here will be available for users adding new notebooks.

Delete Unused Project

To delete projects, an administrator can select one or more rows and click Delete. Projects with notebooks associated with them cannot be deleted.

Add New Project

To add a new project, an administrator clicks Create New Project, providing a name, identifying color, and optional description, then clicks Create Project.

Once added, a project definition and color assignment cannot be edited.

Require Projects

By default, new notebooks do not require a project association. An administrator can require the selection of a project for every notebook using the Settings option from the user menu.

If this setting is enabled while there are existing notebooks without project affiliations, these notebooks will display a banner message reminding the editor(s) to Add to a project before submitting. Click the to enable the project selection dropdown.

Select Project for Notebook

Notebook authors will see the colors and names of projects available when they create or edit notebooks:

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