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Info
You cannot create an activity from the Projects page. You can only manage activities from this page.

Before performing an activityaction within a project, ensure that you have logged into Adeptia Connect with Admin or IT User rights. 

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titleEdit

Follow these steps to edit the existing project.

Login as an Administrator or IT user

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  1. Go to Configure > Project to view the list of existing projects.
  2. Select Click the  Action Image Added icon under the Action column to view the action menu of the project you want to edit.Click the icon under the Action column and and then click Edit.
  3. On the Edit Project screen, update the project and click details.
  4. Click Save.
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titleDelete

You may want to delete a project from Adeptia Connect after you have achieved your objective. You can only delete a project if:

  • You are an Administrator or IT user.
  • You are owner of the Project to be deleted.
  • Project has no activities. Delete the activities of a project before deleting it.
  • You must ensure that activities have no dependencies on other projects; else you need to move those activities to the relevant project. If you have not moved the activities with dependencies to another project, you will be automatically directed to the Move Activity page where you are required to select another project. 

Steps to Delete a Project

  1. Go to Configure > Project to view the list of existing projects.
  2. Select Click the  Action Image Added icon under the Action column to view the action menu of the project you want to delete.
  3. Click the icon under the Action column and click Delete. A dialog box appears prompting you to confirm the deletion. 

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  4. Click Yes, delete it to delete the project.
  5.  If the project you want to delete has activities with dependencies on other projects, you will see Move Project page. 

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  6. Click Move & Delete after selecting the Target Project and User and confirmation message is displayed.

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titleView Templates

Follow these steps to view the Templates applicable to the existing projects.

  1. Go to Configure > Project to view the list of existing projects.
  2. Select the project you want to view templates.
  3. Click the icon under the Action column and click View Templates.
  4. It will redirect you to Template Manage Page (Configure > Templates) and display the Templates which are applicable to this project.

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