Projects

Projects serve as folders that contain content. They help organize your custom content and allow you to manage who has access to it. Projects are associated with a specific workspace. When you create a project in a workspace, only you can see it until you share it with others.

Project roles

If you have admin level permissions to LX Design Studio set as part of your Percipio role, you can see and manage all workspaces and projects.

If your privilege to LX Design Studio is set as part of your Percipio user profile (you are not an administrator in LX Design Studio), you can only access workspaces and projects to which you have been added as a member. When you are added as a member, you may have view or edit privileges.

If you are not an administrator in LX Design Studio, you may have a different role in different projects. The role you have at the project level is independent of your role within the workspace. The following roles exist in projects:

  • Viewer: A project viewer can see shared projects in a workspace. They can create new content in the project, but they can only view existing content.
  • Editor: A project editor can see shared projects in a workspace. They can create new content in a project and they can edit, duplicate, archive, and move existing content within the project. Editors can share the project with others, rename, and delete it.

Depending on your role on a project, you may have different options available to you under the Show options menu.

Manage Projects

On the Projects page, you see a list of all projects in that workspace that you have access to. To find a specific project, you can locate it from the list of projects or search for it using the search bar in the upper left.

Select the Project options icon next to a project to see the following options:

  • View Project: Select View Project to open the project folder and see the content it contains. From here, you can add new content to the project.
  • Rename: Select Rename to give the project a different name.
  • Share Project: Invite others to collaborate on your project.
  • Delete: Select Delete to delete the project from that workspace. A project can only be deleted if it does not contain any content items.

Create a Project

If you are an owner or editor of a workspace, you can create projects. To create a new project:

  1. From the left navigation bar, select Projects. You now see the Projects page.
  2. Select Create new project from the upper right corner of the page.
  3. Give your project a Name.
  4. Select Create Project.

View a Project

If you have a role of viewer or editor of a project, you can view the contents of the project.

To view a project's content:

  1. From the left navigation bar, select Projects. You now see the Projects page.
  2. Locate the project you want toview, either by scrolling through the list or searching for it.
  3. Select the Project options icon, and then View Project. The project details display.
  4. If you have viewer only privileges, you can preview any content. If you edit privileges, you can preview, move, edit, archive, and duplicate content within the project.

Add Content to a Project

There are two different ways to add content to a project. You can create new content in the project from the Projects page, or you can create content from one of the Apps and add it to a project. A user with a role of viewer or editor can create new content in a project.

To create content in the project from the Projects page:

  1. From the left navigation bar, select Projects. You now see the Projects page.
  2. Locate the project you want to add content to, either by scrolling through the list or searching for it.
  3. Select the Project options icon, and then View Project.
  4. Select Create new from the upper right corner.
  5. Select which type of content you want to add to your project.
  6. Continue with creating your custom content. For more information on creating custom content, visit the following pages:

To create content from an app and add it to a project:

  1. From the Home page or the Apps page, select the app for the type of content you want to create.
  2. Select Create new from the upper right corner of the page.
  3. Select a project to contain the new content.
  4. Select Next.
  5. Continue with creating your custom content. For more information on creating custom content, visit the following pages:

Share a Project

If you are an editor of a project, you can invite others to collaborate with you. The level of access you grant will determine how they can contribute to the project.

To invite collaborators to your project, select

  1. Locate the project in the list of projects.
  2. From the Show options menu , select Share project.
  3. From the drop-down, select which type of access you want the new collaborator(s) to have, either view access or edit access.
  4. Search for members of your organization that you want to add, and select them from the list of results.
  5. Select Send Invite. Users receive an email notification that they have been added as a collaborator to the project. The email specifies if they have view or edit access.
    You can add more collaborators, remove existing collaborators or update existing access levels anytime as needed.

Delete a Project

If you are an editor of a project, you may delete it. In order to delete a project, you must first remove all content it contains.

To delete a project:

  1. From the left navigation bar, select Projects.
  2. Locate the project you wish to delete.
  3. From the Show options menu , select Delete.
  4. Confirm by selecting Delete project.

Rename a Project

If you are an editor of a project, you may rename it.

To rename a project:

  1. From the left navigation bar, select Projects.
  2. Locate the project you wish to rename.
  3. From the Show options menu , select Rename.
  4. Give your project a new name.
  5. Select Rename.