Part 3: Projects Training Video (3:46)

This is Part 3 of our Video DIY Training Series. 

 

 

Transcript: 

Let’s now head on over to the Projects screen. In the upper Navigation bar click on the File Folder Icon.

The Project Screen is where you will create the buckets in which you will work. For any theatre company or producing organization this will usually be the shows themselves, however you can also create projects to collect things that don’t belong to any one of the shows such are as maintenance.

For now, we are going to go ahead and create a project that is one of our upcoming shows.

Click on the big green button at the top that says + Project.

You will see the detail side panel for this new Project open up. Go ahead and give it a name!

You can give the project a color, which will help differentiate between projects in your calendars.

Select the timezone that the show is in. It should default to your current timezone.

Start and End Dates. This is a set of dates that you can use to sort your projects and to give yourself a starting point in your Timeline. Think about this as if you were going to put the dates of the project up on a big calendar, what would you want to use? We are going to put in the first date of performances, and the last date of performances. You are not constrained by these dates in any way. You can also leave this blank and fill it in later.

Categories are tags that you can use if you break your shows up into different types, such as staged readings, main company, etc.

When you are happy with everything, click the green checkmark to save this!

You just made your first project!

Let's make a second project now!

From this screen you can also archive and clone projects.

Now it’s time to head into a Project. The fastest way to do this is to click on the show name itself. You’ll notice that this is another hyperlink like we saw in the Contacts Screen. Just note, that this is different from clicking anywhere else on the line, which actually selects the Project and displays the detail sidebar.

Hey everyone, A few quick updates to the Projects screen

You can give projects custom short names. If you edit by clicking the pencil icon you will see the short name available to you under the Project Name. This short name will be used in a few places in Propared in place of the full project name. If you don't want a short name, you can leave it blank, and Propared will use the full project name instead.

If you have Administrator access type you can provide access to project managers that you want to edit alongside you in this project straight from the Project Screen. Access is also handled in the Access Screen that we'll get into in a later video. Note, the number of project managers you can add is dictated by your subscription. Once you send PM access they will receive an email from propared to either start an account, or sign in with their existing account to see this new project.

Remember to click save with the green checkmark to save any changes.

If you want to go into this project you can now click the shortcut icon to the left of the project name.


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