Creating a Jive Project

Follow these steps to create a project. After that, you can create some tasks for the project.

  1. Click Pencil icon > Project.
  2. Select a location for the project. Projects are associated with a place, such as a space or group. The place you choose will determine who can see and collaborate on the project.
  3. Give your project an identifying name.
  4. Enter a brief description to appear in the user interface.
  5. Select tags that can be used to find this project.
  6. Select a project start date and the end date. Use the target date for completing the project.
  7. Change the project owner, if necessary. The default owner is the person creating the project.
  8. If you click through without selecting Advanced Options, your place will use an Activity page as its main page, with the option to add more custom pages. We recommend using an Activity page because it can be displayed on mobile devices, and because it's more friendly to streaming content. However, you may want to include an Overview page with widgets. You do this by clicking Advanced Options and choosing one of the two options that include an Overview page. If you select Activity + Overview Page, you'll need to specify which page will be the landing page for the place. If you use the checkpoint and status functionality for tracking project tasks, you will probably want to stick with the old-style Overview page rather than updating to the Place Template format. The widgets in the Overview page more effectively support Projects at this time.
  9. If you want to apply an Activity page and a customized place template to this place, click Preview and browse templates. If you don't choose a template, just click Preview: the place will use the default template, General Collaboration. Place templates determine which tiles and streams will be included in your group's Activity page (which you can further customize). Choose the one that's right for the kind of collaboration that will happen in the place you're creating. You might want to read more about Using Place Templates.
  10. Click Apply Template
  11. Click Create Project.

Deleting a Project

When you delete a project, you remove the entire project, including its content, from the system. You cannot undo a project deletion.
  1. Go to the project's Overview page and click Manage > Delete in the upper right corner.
  2. Confirm the project's deletion by clicking Delete.