Projects
How to Create a New Project
To create a new project, simply click the green button “New Project” at the top right. Simply fill in the appropriate name and description to get started.
Projects Dashboard
Welcome to the Projects dashboard in the Backbone platform. Here you can manage and create projects that catalog your products in a streamlined, easy-to-read way.
Project Summary
If you click on a project within the project dashboard, you will be directed to the project's summary page. Here you will see all products and components used within the project. Within this page, you can manage all aspects of your project.
Project Discussions
Project discussions can be used to comment and talk about your project. Step 1: Find the green "Add discussion" button at the top right of the discussions tab. Step 2: A pop-up menu will appear (shown above) where you can add the appropriate ...
Project Tasks
Project tasks can be used to keep your team on track! Step 1: This is the projects task dashboard. Here you can manage your tasks, or add a new one by simply clicking the green "Add task" button located at the right of the panel. Step 2: Once ...
Projects Calendar
You can manage your project's timeline through the calendar tab. Step 1: To add an event, simply hover over the desired date and a small green plus button will appear. Step 2: Once you've clicked the plus button, a pop-up menu will appear ...
Project Notes
Add notes to your project as you see fit through the notes tab within the projects panel. Simply click the "Add note" button in the Notes tab, and a pop-up menu will appear (shown below).
Managing Users within a Project
Step 1: Managing users within a project is simple. Through the users dashboard, you can manage all aspects of usability within the project. Step 2: To make a user an admin (ability to edit the project), simply click the green crown icon to the ...
Deleting a Project
To edit the settings of a project, find the "Settings" tab at the far right of the projects panel. Here you can edit the name and description of the project, as well as delete the project by clicking the red "Delete project" button at located at ...
Managing Guest Users
Adding guest users to a project is easy! Simply use the search tools at the bottom of the page to find your guests. Guest users will have read-only access to the project / collection.
How to join a Project as a Guest
Step 1: Invite a guest user by email, or look through your existing guests used on your account. If you see "Invited" to the right of the desired guest or user, the invite still needs to be accepted. Step 2: The invited guest will receive an ...