From the Dashboard page, click the "Gear" icon in the upper right corner.


The Manage Projects page will display a table of all the projects in the system. 

Click "Add Project" in the upper right corner to add a new project to the table. 

Fill in the required fields in the Add Project window to set the parameters for your project. 

Click the "Association" field to trigger a dropdown menu of the associations you can choose from. 

Once you have saved the project, you'll notice three icons under the project's Action column. Click the "Manage Tasks" icon to add tasks to the project. 

The Edit Project Detail page will include a table where you can add tasks that must be completed when the project is triggered. Click the "Add Task" button to add a task to the table. 

For each new task you'll have to fill in fields specifying its category, condition, and workflow. 

Condition
No Condition
Until Days Before Close Date
Until Days After Close Date
Until Days After Contract Date
Until Target Task Completed
No Condition

Tip!  You can utilize drag and drop to reorder tasks if needed.  

Navigate back to the Action column for your project and locate the "Edit Project" icon. Click the icon if you need to make any updates to the project's details. 

If you wish to delete a project you can click the "Delete Project" icon. 

In the upper right corner of the page click the "Settings" button. 

The Project Settings window will allow you to assign your project to a specific system action. 

For example, the "Sample Transaction Project" project we created would be assigned under the "Transaction Management" field. As a result, this project and its tasks are triggered every time a user manages a transaction. 

Click "Update" to save the project settings. 

This scribe demonstrates how to create a new project. 

Create A New Project

Creating a New Project

Adding Tasks to Projects

Editing Projects

Assigning Projects to a Trigger