How to create a Project using Quick Wizard (TopTeam Web)

Overview

Create New Project Wizard helps you in creating a project step-by-step, with basic or advanced configuration options. You can either create a root project or create a child project.

This article explains the steps for creating a project using Quick Wizard.

Who should read this?

  • TopTeam Project Admins
  • TopTeam Users
  • TopTeam Administrators

Create a Project using Quick Wizard

Step 1. Go to Repository Explorer and click New Project using Wizard

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Step 2. Create New Project Wizard opens, choose the option to create a new Project

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Step 3. Choose the Quick Wizard option

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Step 4. Enter Project Name

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NOTE: While creating a project, you can choose to create your project as a child project of another project. This step is optional.

Step 5. Select a user as your Project Admin

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NOTE: By default, TopTeam considers the creator of a project as its Project Admin.

Step 6. Select users to be added as Authors (Internal Users) in your project

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Step 7. Select users to be added as Collaborators (External Users) in your project

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Step 8. Select features that you want to enable in your Project

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NOTE: Each feature has a set of Record Types included in it. You can manually select and add Record Types to a project using Advanced Wizard.

Step 9. View Action Summary and click Create

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Step 10. Summary of created Project displays, click Finish to complete the wizard

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Newly created Project displays in Repository Explorer

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Revised: December 5th, 2018

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