Convert a workspace into a project

Mathilde
Written by MathildeLast updated 9 months ago

After creating your workspace, you can add a status to convert it into a project with a specific deadline.

Here's how to convert a workspace into a project:

(1) Go to the workspace in question

(2) Click on the Info tab

(3) Click on Update Status

A window opens:

(4) Select the status of the project, 5 options to choose from - mandatory option :

  • On track

  • At Risk

  • Off track

  • On hold

  • Completed

(5) Set a start date

(6) Define a due date

(7) Define the title of the update

(8) Define the description of the update

(9) Click Save

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