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Projects Overview

Using the Projects feature, anyone can create and manage projects in the community. A project is similar to a group, but with the added structure of objectives and tasks. A project can be public or private, and has a set of members who participate in project activities and receive project notifications. Like a group, each project has a stream where team members can communicate about the project, ensuring that people stay in touch and the project as a whole stays on track.

Enabling Projects. The projects feature is available to all communities. If you don’t see a Projects icon in the icon toolbar, ask your community administrator to turn on the feature.

Learn more about the various aspects of Projects:

Project Access

All the projects that you have created or those which you are a member of can be accessed from the public or private spaces on the left navigational panel. Hover over the project name on the left navigational panel and click on the heart icon to set it as a favorite. You can use the favorites filter on top of the left navigational panel to quickly gather all the favorited projects. Click on a project in the public or private spaces to visit the project page. To see a list of all public projects in the community, click Explore on the menu available from the gear icon on the top banner of the Socialcast page. Projects    

Objectives and Tasks

Each project has a dedicated page that shows all project information, including objectives and tasks, team members, and messages. A project can have multiple objectives, which serve as milestones. Each objective is composed of tasks that you can assign to a particular person. When a task is complete, Socialcast updates the progress of the parent objective and the project as a whole so you can see at a glance how things are going.

Project Elements

Typical project page.

Conversations can take place at any level in the project. Socialcast maintains multiple message streams: one for the project as a whole, one for each objective, and one for each task. The project stream contains all objective and task messages. Each objective stream contains the corresponding objective messages as well as any messages attached to the objective’s tasks. Each task stream contains the corresponding task messages. These message streams appear on the right side of project detail page. The stream you see will depend on the selected project item. Socialcast notifies the appropriate people whenever a new task-related message or comment appears. Team members also see project and objective messages in their home streams.

By default, Socialcast sorts tasks by due date, regardless of project, but you can also Move Iconsort tasks by project or by priority. You can determine the priority of your own tasks by switching to the priority sort and then moving the tasks to the order you prefer. Place your cursor on the move icon (see right) and drag the task to the desired location. The next time you view tasks in priority sort order, you’ll see the order you defined.

Project Members

Project MembersEvery project has at least one lead member to handle the administrative responsibilities for the project. By default, Socialcast designates the person who creates the project as the project lead. The project lead can invite others to join the project, and can assign the lead role to other members as well. Only a project lead can delete a project, edit project settings, or assign the completed status to a project as a whole.

Individuals

To join a project, you must receive an invitation from the project lead. Project members receive all project and objective messages as well as any messages associated with their personal tasks. An interesting feature of Projects is that any community member can view and participate in a public project — even if they’re not a project member. For example, a non-project member can be responsible for a task and even mark the task as complete. Task owners who are not project members will receive all task-related messages, but not the project or objective messages. This feature allows people to participate tangentially in a project without being involved in the day-to-day activities.

External Contributors. External contributors cannot be invited to join a project.

Projects Directory The Projects Directory gives you access to all public projects in the community. To access this page, click on the Projects icon in the icon toolbar and then select Explore Projects at the bottom of the menu. By default, Socialcast lists all projects sorted by most recent activity, and displays profile pictures for each project member. You can sort projects by name, or use the index letters at the top of the page to find a particular project. Be aware that private projects do not appear in the directory unless you have access to them. Click on a project to view the project page. Project Directory    

Private Projects

A private project is visible only to the project team members and any groups on the share list. The community at large cannot view tasks and objectives, add comments, or make any changes to a private project. Only team members can be responsible for tasks. You must invite a community member to join the project before you can assign a task to that person.