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Managing Projects managing-projects

In the Projects console, you access and manage your projects.

The Projects console

Using the console, you can create a project, associate resources with your project, and also delete a project or resource links.

Access Requirements access-requirements

Projects a standard AEM feature and do not require any additional setup.

However for users in projects to see other users/groups while using Projects such as when creating projects, creating tasks/workflows, or viewing and managing the team, those users need to have read access on /home/users and /home/groups.

The easiest way to do this is to give the projects-users group read access to /home/users and /home/groups.

Creating a Project creating-a-project

Follow these steps to create a project.

  1. In the Projects console, click Create to open the Create Project wizard.

  2. Select a template and click Next. You can learn more about the standard project templates here.

    Create Project wizard

  3. Define the Title and Description and add a Thumbnail image if necessary. You also add or delete users and what group they belong to.

    Properties step of wizard

  4. Click Create. The confirmation asks whether you want to open your new project or to return to the console.

The procedure for creating a project is the same for all project templates. The difference between the types of projects relates to available user roles and workflows.

Associating Resources with Your Project associating-resources-with-your-project

Projects enable you to group resources into one entity to manage them as a whole. Therefore you need to associate resources to your project. These resources are grouped within the project as Tiles. The types of resources you can add are described in Project Tiles.

To associate resources with your project:

  1. Open your project from the Projects console.

  2. Click Add Tile and select the tile that you want to link to your project. You can select multiple types of tiles.

    Add tile

  3. Click Create. Your resource is linked to your project and from now on you can access it from your project.

Adding Items to a Tile adding-items-to-a-tile

In some tiles, you may want to add more than one item. For example, you may have more than one workflow running at once or more than one experience.

To add items to a tile:

  1. In Projects, navigate to the project and click the downward chevron icon at the top-right of the tile you want to add an item to and select the appropriate option.

    • The option depends on the type of tile. For example, it may be Create Task for the Tasks tile or Start Workflow for the Workflows tile.