Build Project Management Application

Create and use Objects and connect them with your Templates.

15 min | 7 Tasks

Task 6 Try out your new Projects Object

  • Click on the Projects link in the top menu.
  • Click the Create button to create your first project object.
  • Complete the properties and click Save.
  • You can now view the Project metadata, share the project with other users and progress the project through it’s workflow.
Back to Task 5
Continue to Task 7

Step-by-Step Guide

Step 1: Click on the Projects link

Click on the Projects link in the top menu.

Click the “Create” button to create your first project object.

Step 2: Complete the properties

Complete the properties and click save.

Step 3: View the Project metadata

You can now view the Project metadata, share the project with other users and progress the project through it’s workflow.

 

 

Back to Task 5
Continue to Task 7
All Tasks

Task 1: Create a new Object

Task 2: Update the default property

Task 3: Create Property Groups 

Task 4: Create New Properties

Task 5: Create a Workflow

Task 6: Try our your New Projects Object

Task 7: Update the Columns

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application