How to Use Projects in Studio - CMCC 11

Last updated 7 minutes ago

Using Projects in Studio to manage tasks, review responsibilities, and stay on track with your internal deadlines

LightbulbWhat you'll learn

  • How to
  • Create a Project
  • Create and edit To-dos
  • manage deadlines

Person reading a bookPrerequisites

  • A working Login to CoreMedia Studio

WristwatchTime matters

5 minutes

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This guide is for Editors.

Introduction

Projects are used within CoreMedia Studio to orchestrate the editorial work within a team of editorial users. Projects offer features to help to manage To-Dos, responsibilities, and due dates.

Getting started

Creating a new Project is very simple. First, you have to launch the Control Room via the button in the top right corner of Studio or using the F4 keyboard shortcut:

show control room

As part of the Control Room, you will see the My Projects panel that shows the list of all projects that a user is a part of:

my projects

Steps

1. Create New Empty Project

To create a new Project, click on the button Create a new empty project.

create new

You have now created your first Project:

first project

Now, you can provide a title. For example, “Summer Campaign”.

2. Specify the Details of Your New Project

Now you can specify various details, such as the Project’s due date and its goals – you do this in the About This Project panel at the top right:

about project

3. Add Colleagues

You probably want to invite other editors to this project as a next step. You can do so by clicking on the Add Members… button, and then you can conveniently select from all existing editorial users or groups. A type-ahead functionality will help you find your colleagues in a very simple way.

add members

Once you are done, it will look like this:

added members

Next, click on the button Add. You now have organized your team for this Project:

team complete

You, as the creator of the project are set as "Me" and among the list of members per default.

4. Maintain and Coordinate To-Dos

Now you can create and assign To-dos. Simply click on the button Create To-Do (1) to add your first To-Do. Describe the task (2) and assign a team member (3) by selecting from the drop-down list:

create to do

Finally, assign the due date:

due date

And there you go: You have created the first task! And it doesn’t only show in the To-Do list in the center of the Project view – you also see the due dates of the tasks marked in the Project’s calendar in the bottom right corner.

to do calendar

You can easily filter the To-Do list by clicking on a date in the calendar – this will only show the tasks due until a specific date. Overdue tasks will be marked red in the calendar. This way, you cannot miss any scheduled tasks.

5. Adding Content and Completing Your Project

Finally, you can assemble content that is supposed to be used within this Project’s context.

Adding content ist not restricted to the creator of the Project. Each member of the Project can add content.

Either select existing content – or create new content, whichever you need. To select existing content, open the Library or use your favorite Search Folders and drag-and-drop the content into the list in the center of the Project View. Hint: You can also directly create new content from within that panel:

add content

So, continuing like this and adding more and more data to the Project, you will soon have your complete team and the content organized around your specific topics – in our example: the Summer Campaign. It might look like this:

summer campaign project

Keep in mind that as part of the Studio’s Dashboard, every Studio editor can see their open tasks in the To-Do list from Projects in their personal Dashboard, so you will never miss a deadline, and you are always well organized.

Below, an example how the Dashboard could look like:

dashboard projects

Once all tasks have been completed, and the Project is ready to be pushed live, you can simply use the button Publish All. Other options are Localize All and Withdraw All.

publish all
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