How to Use Projects in Studio - CMCC 12

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

You have now created your first Project:

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

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:

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.

image::../../../images/guides/using-projects/add-members-v12.png[link ]

Once you are done, it will look like this:

Next, click Add – you now have organized your team for this project:

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:

Finally, assign the due date (4):

And there you go: You have created the first task! Next, you can create any remaining to-do’s. 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 displayed as remaining days in the project’s calendar in the bottom right corner.

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.

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

Adding content is 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:

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:

And another great thing is, within the Dashboard in Studio, each Studio editor has access to their open tasks listed in the To-Dos-section sourced from Studio Projects. This ensures you never overlook a deadline, keeping you and all your team members consistently organized.

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.