Managing Projects

A project is a focused collection of documents inside a workspace. Use project actions and settings to organize documents, control access, share published content, and manage the project lifecycle.

Project lifecycle

  1. Create a project in the workspace where its documents belong.
  2. Open the project editor to create, import, organize, and edit documents.
  3. Invite project members and assign the access they need.
  4. Publish the project when its content is ready to share.
  5. Move the project to Trash when it is no longer needed.

Organizing and collaborating

Use the project editor to work with its documents. Project membership is separate from workspace membership, and each member's owner, editor, or viewer role controls what they can do with project documents. See Project Permissions for the role breakdown and Project Activity for a record of project changes.

Sharing and lifecycle actions

Project actions are permission-controlled. If an action is unavailable, check your project and workspace role in Project Permissions and the relevant workflow guide before retrying.