Operations on projects in RevasOS #

In this guide you will learn how to operate, customize and handle projects inside RevasOS.

Seeing all projects and my projects #

When opening the Projects app inside RevasOS you will be met with the general Dashboard that includes two main sections you can access form the left side bar:

• All projects, showing all of the organization's projects;
• My projects, showing only projects tht include a task that has been allocated to you;

Using the top bar of the page both of these views can be further filtered into their different statuses:

• All: showing all projects regardless of their status;
• In progress: showing all projects that are currently being worked on;
• Planned: showing all projects that are planned but not yet being worked on;
• Stopped: showing all projects that were started and then halted without being completed;
• Finished: showing all projects that have been completed;
• Archived: showing all projects that have been archived; If you want to easilly find a specific project you can also use the Search bar in the top.left corner of the Dashboard.

Create a new project #

To create a new project from the Projects' app Dashboard follow these steps:

1. Click on the + New project button;
2. In the pop-up window insert the project's title.
   

   In this phase you can also decide to add a project description and assign the project to a commissioner form your contacts list;

3. Select a status from the drop-down menu:
   • Planned: for projects that have not yet started,
   • Ongoing: for projects that are active,
   • Halted: for projects that are not ongoing but are not finished,
   • Finished: for completed projects;
4. Insert the start and finish date for the project.
5. Click on Create project;

Export projects **⭐️** #

With the RevasOS Projects app you can quickly export a list of all your projects, to do so follow these steps:

1. Select Operations form the left sidebar in the main Projects app's Dashboard;
2. Click on Export projects;
3. Select the status of the projects you want to be exported;
4. Click either on Export XLSX or Export CSV depending on the type of file you prefer;

Change the status of a project #

If you wish to change the status of a project in RevasOS simply follow these steps:

1. Select the project you want to edit form the Projects app's Dashboard;
2. Click on Settings in the left sidebar of the project-specific dashboard;
3. Click on General info on the menu that appears;
4. Click on the Status field and select the new status;
5. Click Save in the bottom-left corner;

Duplicate, archive and delete a project #

In RevasOS projects can be duplicated if you need to create batches of similar projects. To do so follow these steps:

1. Select Operations form the left sidebar of the project-specific dashboard;
2. Click on Duplicate;
3. Insert the new infos;
4. Click on Duplicate project;

If you want to archive a project because it is no longer relevant in the organization but you still want to keep historic records of it you can do so by following these steps:

1. Select Operations form the left sidebar of the project-specific dashboard;
2. Click on Archive;
3. Click on Archive project;

If you wish to delete a project you can do so by following thse steps:

1. Select Operations form the left sidebar of the project-specific dashboard;
2. Click on Delete;
3. Insert DELETE in the textbox;
4. Click on Delete project;