Projects (+Video)

Everything you do in PrimusNote takes place within a project. Every note, issue or to do item is associated with one specific project. They are represented by a card on the dashboard that contains a name and, if selected, also an image.
To create a new project, simply click on the green button with the plus sign on your dashboard. A window will open where you can add a project name and chose a project image. If you click on the user tab in that window, you can also assign users to that project.
Every project can contain its very own notes, issues and to do’s (and maybe even more. If you have the calendar plugin installed for example, the project will also contain a calendar.
The project will be represented by a card in your dashboard. It gives an overview about the Notes, issues and to do’s of that project.
If you want to change a setting of the project, simply open it by clicking on its name. On the next page you will find a menu represented by three dots on the top right corner. Simply click here and chose “settings” and a window will open, allowing you to make the required changes.
To delete a project, simply click on the “x” at the top right corner of the project card. But be aware: Deleting a project will also delete all associated notes, issues, to do’s and file attachments.

 

Customize your Project

When creating a project you can choose what areas to show. If you don’t want project members to create “to do’s” for example, you can simply deactivate this area when creating a new project. If you want to deactivate an area in an existing project, simply click on the three dots on the top right corner of the open project and chose “settings”. This will open the familiar window you saw when creating the project.

 

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