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Project Wizard and Default View Picker

The Project and Folder Wizard form is available to Regular and External Users on all account types.

Overview

Use the Folder or Project creation form to

  • Pick a default view for that Folder or Project
  • Add key data to Projects

You can also choose the default view for existing Folders and Projects.

Use the Wizard

The form appears when you create a new Folder or Project (or Subfolder/Subproject) and prompts you to specify basic Folder information and settings.

  1. Enter a Folder or Project name.
  2. Select a Workflow (if you are on a Business or Enterprise account).
  3. Appoint a Project Owner.*
  4. Choose a Project start and finish date.*
  5. Pick a default view. The Folder/Project opens in this view whenever you (or anyone who the Folder is shared with) opens it. Four default view options are displayed by default, but you can choose a different view after creating the Folder or Project.
  6. Choose who the Folder/Project should be shared with.

Click “Create” to create your Project or Folder.

*Available only if creating a new Project, not Folder. 

Change the Default View

Regular and External Users on all account types can change the default view of Folders and Projects.

Change the default view for existing Folders and Projects. 

  1. Right click on a Folder/Project from the Folder tree in the left-hand Navigation panel.
  2. Hover over “Set default view”.
  3. Select a view. 

The Folder/Project opens in this view whenever you (or anyone who the Folder is shared with) opens it. 

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