Overview
Create a project record with type, visibility, dates, location, summary and structured attributes.
Prerequisites
- ProjectBoard installed in the workspace
- projects.manage permission
Permissions required
Steps (4)
-
1
Open Projects and start a new project
Go to ProjectBoard → Projects and choose New Project.
Tips
Validation
- The project form opens with core project fields and type selection.
Success criteria
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2
Choose project type and enter core details
Select the project type, then enter title, code, slug, summary, description, status, visibility, location and dates.
Tips
- Choose the core type that matches the structured attribute schema you want to use.
Validation
- Required project fields validate and the selected visibility is shown.
Success criteria
-
3
Save the project and add structured attributes
Save the project, then use Project Attributes to record the type-specific values defined by the project schema.
Tips
Validation
Success criteria
- The project detail shows its core record and structured attributes.
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4
Add categories and media
Associate workspace categories and add cover/gallery media from the project media workflow.
Tips
Validation
Success criteria
- The project is visible in the catalogue with its categories and selected cover media.
About this guide
ProjectBoard gives each workspace a structured source of truth for project content. Create project records with categories, locations, dates, visibility, type-specific attributes, cover media, galleries and supporting files.
Create rich project updates with summaries, categories, period tags, attachments and visibility controls. Publish immediately or schedule updates through the built-in publishing queue, then present published content through configurable public update pages with versioned templates.
ProjectBoard includes project and update analytics, activity history, media management, integration administration, Bridge credentials, ContextResolver capabilities and event publication. Authorized workspace apps can consume canonical project and update operations through Handler or RCP, while external systems can use Velaxe HMAC Bridge v2 with operation, IP, replay, timestamp and rate controls.