How-to guideGet a task done

Start a project from selected assets

This guide explains how to create a Collaboration Hub project from assets you have selected in an asset list. The project is created with those assets already added, so you can start the work without leaving the asset list.

Prerequisites

Before you begin, ensure you have:

  • A Collaboration portal in your workspace.

  • Access to create projects, with at least one project type available to you. This doesn’t come from a user role: your administrator grants it through a group, such as Project Creator.

Create the project

Select the assets in an asset list, then create the project from the actions bar.

  1. Open the All Assets view in your portal’s DAM.

    Open the All Assets view covers how to reach the asset list.

  2. Select the checkbox on each asset you want in the project.

    Select assets covers selecting assets one by one or all at once.

  3. In the actions bar at the top of the list, select Create New Project.

  4. In the Create Project dialog, set the project details:

    • Name: enter a name.

    • Type: select a project type. If only one type is available, the dialog selects it for you.

    • Destination: select the tab in the project that the assets are added to. The list shows the tabs available for the selected type. If only one is available, the dialog selects it for you.

    • Start Date and End Date: set the project’s dates.

    If the dialog displays "You cannot create a Project from your current selection", the selected type has no destination for the assets. Select a different type, or contact your administrator.

  5. Select Next to move to the milestone calculation step.

  6. Choose whether to calculate milestones From or To a selected date.

  7. Select the date to calculate milestones from or to:

    • Project Start Date (default)

    • Project End Date

    • Custom Date

  8. Select Create.

    A notification appears to confirm the new project.

Open the new project

The notification links to the new project, and the project page links back to your asset list. The notification appears when you finish the steps in Create the project.

  1. In the notification, select View.

    The project opens on a page of its own, outside your portal. The selected assets are in the destination tab you chose and in the All Items tab.

  2. To return to your asset list, select Back to assets at the top of the page.

If the notification closes before you select View, select Collaborate, then select the All Projects tab and open the project from there.

To continue the project, use Complete the brief.