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Create a project

We can update sites without creating a project. However, IBM best practice is to use projects for situations with multiple updates.

  1. From Projects on the site toolbar, select a template from the menu...

      Create a new project from

    If no project templates are available, contact the content owner to create a new project template to add to this menu.

  2. Enter a name for the project in the field.

    By default, we see the user ID and the date as a sample project name.

  3. Click Create.

  4. Add authors and other owners to the project.

      Manage Project | Properties

    This facilitates collaboration.

  5. Optional. Change the project name

  6. Set up approval criteria

  7. Create custom actions

  8. Review the project history

Parent Projects: Organize and coordinate changes