Project Actions Bar and Options | Scribe

    Project Actions Bar and Options

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    • 14 steps |
    • 34 seconds
    1
    Select the "project actions" arrow next to the project title.
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    You have now opened the project actions drop down menu. This is where you will find settings options for this specific project. To start, click "Edit project details"
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    This window allows you to see project overall details like its due date, owner, team, and connected portfolios. These details can also be found in the project "Overview" view.
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    Next on the drop down menu is "Review project permissions".
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    This is where you can edit who can modify the project's workflow.
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    You can select either "only project admins" or "project admins and editors".
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    Next on the project action drop down is "Set color & icon".
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    Next on the project actions drop down is "Copy project link". This allows you to share a project with someone outside of Asana.
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    Next you will see "Duplicate" and "Save as template". "Duplicate" will make an exact copy of the current project. "Save as template" will turn the current project into a useable template.
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    Clicking "Save as Template" will open the template editor where you can add more details.
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    Next you will find "Add to portfolio". An Asana portfolio provides an overview of your important projects in one place.
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    You can also see at the bottom what portfolios this project is already in.
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    Next is "Import". This allows you to import project tasks from CSV, email, or Woofoo.
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    "Export/Print" allows you to export or print the project tasks to move them into another software. Below that, you will find archive and delete. Archiving will remove a project from your day to day view without removing any details. It can still be found using the search bar. Deleting a project will remove the entire project permanently and deletes the project for everyone it is connected to. *Tasks associated with other projects will not be deleted.