Creating a new project
Projects are the main container for organizing your files, tasks, and proofs in Edoro. This article covers creating a new project and the basic options available when you do.
Tour of the project detail page
The project detail page brings together a project's Assets, Tasks, Timeline, Share, Activity Log, and Actions tabs in one place. This article gives a quick tour of each tab.
Switching between grid and list view
Project contents can be displayed as a visual grid of thumbnails or a compact list. This article covers switching between the two views.
Uploading a new file or working asset to a project
You can add new files or working assets to a project directly from the project detail page. This article covers uploading files and what happens to them afterward.
Organizing a project with folders
Folders let you group related assets within a project for easier navigation. This article covers creating folders and moving assets into them.
Renaming a project
You can rename a project at any time without affecting its assets or history. This article covers where to make the change.
Applying a project details schema to a project
A project details schema lets you attach structured custom fields to a project, defined once at the workspace level. This article covers applying a schema to a specific project.
Setting the default workflow template for new assets in a project
You can set a default workflow template at the project level so new assets uploaded to it automatically start that workflow. This is a project-level default, not a workflow the project itself runs through — workflows always operate on individual assets, and this setting simply saves you from picking a workflow by hand every time you upload a proof into this project.
Adding project members
You can add specific teammates to a project so they can see and work on it. This article covers adding and removing project members from the project's Share tab (see Tour of the project detail page).
Archiving, trashing, and restoring a project
Projects that are no longer active can be archived or trashed without permanently losing their data right away. This article covers the difference between archiving and trashing, and how to restore a project.