1. Create New Project
- Click
+
button in All Projects tab.
- Enter the name and number of the new project and invite members.
- In Shared Members, you can invite additional members and set members' access permission within the project.
- Available actions:
- Share: If any members are not invited, use
Share
to invite them. Only shared members can access Projects.
- Edit Project: The project name and number can always be edited. You can also change the colors of the projects.
- Archive: You can archive completed or on-hold projects by clicking
Archive
.
- Delete: You can
Delete
project. Deleted projects will move to the trash.
2. Create New Note
- Click
+ New
button on the top-right corner and click Create New Note
.
- Enter the name of the new note.
- Once created, the new note will automatically open.
- Options for note
- All members can share, export, and copy notes through the options.
- Managers have additional options as follows:
- Move
- Rename
- Delete
- Request Approval
- E-Sign
3. Create New Folder
- Click
+ New
button on the top-right corner and click Create New Folder
.
- Enter the name of the new folder
-
- Once created, the new folder will automatically open.
- Options for folder
- All members can copy folders through the options.
- Managers have additional options as follows:
4. Upload Files
- Uploading files is the same as creating new folders or notes.
- Click
+ New
button on the top-right corner and choose Upload New files
.
- Select files to upload and click
Open
button.
- You can see that the files are added to the directory.