CREATING PROJECTS

by Jan 22, 2024Administration & Security, Basic Setup

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Creating projects in Nucleus One is a simple straight forward process. There is no limit to the number that you can create or join.

Work in projects can be assigned to anyone in the world regardless of project membership. Project members have access to all documents by default and can modify any work assignment. Project managers can manage all work assignments and project settings.

 In order to create a project in Nucleus One, you must be a member of an organization.

 To create a project, follow all the steps below.

 

1. Choose the organization that you want the new project to exist within.

 

Choose Organization

2. Click “Create a Project” on the Home page. OR, Click “+ NEW”, followed by “Project” while on the Projects page.

Enter a name for the project in the Project name field.
Add members to the project by entering email addresses in the Add members section.
Click CREATE.

Create a Project

MANAGING PROJECTS

RENAMING A PROJECT

To rename a project you must be an Organization Administrator.

Go to the Projects page.
Right click on the Project name.
Click Rename.

Enter a new project name.
Click UPDATE.

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INVITING NEW MEMBERS

Click “+ NEW”, followed by “Project member” while on the Project page.

OR, expand “Project Settings”; click “Project Members”; then click the plus sign at the top of the page.
Add members by entering email addresses in the Email field.
Click ADD.

Add Member

REMOVING MEMBERS

Click the checkbox next to a collaborator’s email address.
Project Managers and Organization Admins cannot be deleted.
Click the Delete button in the right panel.

Collaborator Delete

Click CONFIRM to complete the deletion.

Member Delete Confirmation

Deleting A PROJECT

To delete a project you must be an Organization Administrator.

Go to the Projects page.
Right click on the Project name.
Click Delete.

Type the name of the project in the field and click DELETE to confirm deletion.

Project Delete Confirmation

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