Projects Guide
Learn how to create and organize projects in HelseWeb
Projects Guide
Projects in HelseWeb help you organize related documents in one place. This guide covers creating, managing, and organizing your projects.
Creating a Project
Personal Projects
Personal projects are visible only to you:
Go to Dashboard
Navigate to your main dashboard.
Click New Project
Click the "New Project" button.
Enter Details
- Enter a project title
- Add an optional description
Create
Click "Create" to set up your new project.
Team Projects
Team projects are shared with team members:
Open Your Team
Navigate to the Teams page and select your team.
Click New Project
Click "New Project" within the team view.
Enter Details
- Enter a project title
- Add an optional description
Create
The project will be accessible to all team members.
Project Structure
Each project can contain:
| Item | Description |
|---|---|
| Documents | Text documents created in the editor |
| Description | Project overview and notes |
| Metadata | Creation date, last accessed |
Managing Projects
Editing Project Details
- Open the project
- Click on project settings
- Update the title or description
- Save changes
Accessing Documents
Within a project, you can:
- Create new documents
- Open existing documents
- Organize document order
- Delete documents
Project Navigation
The dashboard shows:
- Recently accessed projects
- Project titles and descriptions
- Quick access to open projects
Organizing Your Work
Naming Conventions
Use clear, descriptive names for your projects:
| Good Examples | Poor Examples |
|---|---|
| "Q4 Marketing Plan" | "Project 1" |
| "Website Redesign 2024" | "Stuff" |
| "Client Proposal - Acme" | "New" |
Project Descriptions
Add descriptions to help identify projects:
- Briefly describe the project purpose
- Include relevant dates or milestones
- Note any important context
Deleting Projects
Warning:
Deleting a project will permanently remove all documents within it. This action cannot be undone.
To delete a project:
- Open the project
- Access project settings
- Click "Delete Project"
- Confirm the deletion
Best Practices
- One topic per project: Keep projects focused on a single subject
- Regular cleanup: Archive or delete unused projects
- Descriptive names: Use names that clearly identify the content
- Team organization: For teams, agree on naming conventions
Frequently Asked Questions
Can I move documents between projects?
Currently, documents are created within a specific project and cannot be moved.
How many projects can I create?
There is no limit to the number of projects you can create.
Can I share a personal project with my team?
Personal projects cannot be converted to team projects. Create a new team project and copy your content.
Related Guides
- Teams Guide - Creating and managing teams
- Document Editor Guide - Creating documents