Help: Projects
In the 'Projects' section there are essentially two levels. In the top level, you can see an overview of the activity in all of your projects, you can click on links to your projects in the sidebar, you can find a project and you can create a new project.
In order to find a project, click on the 'Find a project' link and type the name of the project in the search box to filter the results. You can use the drop down menu in the top right to show 'All projects' (at least all of the ones whose privacy options make them visible to you) or just 'Your projects'. You can click on one of the results to go straight to that project, if you are already a member, otherwise, you can click on the 'Join' or 'Request to join' button to the side.
To create a project, click on 'Create a new project'. You should enter a 'Name' and a brief 'Description' of the project, and choose an appropriate 'Access policy'. You can either require members to request to join (in which case they will need to be authorised by you or your administrator(s) before they can join), or you can make the group invisible so that only those whom you invite can join (this is the default for the sake of security, as a lot of our users have sensitive commercial information). When you click on 'Create project' you will have the option to invite members to join the group straightaway, but you can skip this. On receiving an invitation in their message inbox, your recipients can click on a link to accept the invitation and join the project.
The bottom level is the level within an individual project area. Here you can see an overview of the activity within that project; click on links to other projects in the sidebar; post a message, add a task, upload a file, and if you are an owner or administrator invite new members.
In the 'Messages' section, you can click on individual messages to read their contents, and filter the messages shown via a drop down menu in the top right, which has options for 'All messages', 'Unread messages', and 'Your messages'. You can also create a new message by clicking on the 'Post a message' link in the sidebar. Unlike in the personal message section, these messages will appear as a discussion, in that replies to a message will appear directly below one another as comments, in order to make it easier to discuss things as a group. You can delete comments that you have added, but you cannot delete messages unless there are no comments in there by anybody except yourself. An owner or administrator can delete any messages and discussions.
The 'Tasks' section shows a list of the tasks that have been assigned to members of the project. You can sort this by using the drop down menu in the top right to select 'All tasks' (overdue and pending), 'Your tasks' (overdue and pending), 'Overdue tasks', 'Pending tasks', and 'Completed tasks'. Overdue tasks appear in red, and completed tasks in green. You can add a new task by clicking on 'Add a task' in the sidebar, and entering a 'Title', 'Description', 'Due date', assigning it to someone, and clicking on 'Add task'. If you click on a task to view it, you can remove it, edit it or mark it as complete. A completed task can be removed or marked as uncomplete. You can only remove or edit it if you created it or if you are an owner or administrator. You can only mark / unmark it as complete if you are the assignee or the person who created it.
Clicking on the 'Files' section brings up a list of files that have been uploaded to the project. You can upload a file by clicking on 'Upload a file', and then browsing for the file that you want, typing in a description of the file and clicking on 'Upload file'. You can filter the list by clicking on the drop down in the top right of the screen to select 'All files' or 'Your files'. You can view a file's description by clicking on it and download it by clicking on it's link while viewing it. Only the user who uploaded the file, the owner of the project or an administrator can remove it. Only the user who uploaded it can update its description.
In the 'Members' section, owners of the project are able to remove members, make administrators members, and make members administrators. Administrators can remove members, but can't change members' status. In a group with membership requests, there will be another section next to this one, called 'Membership requests' in which administrators and owners can accept or reject requests to join the project. Owners and administrators can invite new members to join the group by clicking on the 'Invite new members' link in the sidebar, typing in the names of contacts whom they'd like to add, customising the message, and clicking on 'Invite'.
In 'Settings', the owner of the project can change the 'Name', 'Description' and 'Access policy'. They can also 'transfer ownership' to someone else or 'delete' the project. If an owner leaves a group without transferring ownership, it will be conferred on an administrator at random, or failing that a member at random.