Organize, duplicate, and recover projects

Create and name a project

1. 1

   Choose New Project under the intended workspace.

2. 2

   Enter a name that identifies the task or item; add a description with scope or revision context. Choose an icon if useful.

3. 3

   Create the project, then add sources or start manual steps.

4. 4

   To rename the open project, edit its name in the header and wait for saving. Use the project menu for other available project actions.

Duplicate before a major variation

Use Duplicate from the project menu when you want a separate starting point for a variant or substantial revision. Check the destination workspace if the action offers a choice.

Open the duplicate and verify its content and attachments before relying on it. Rename it immediately so reviewers can distinguish it from the original. Exporting a .stepgen package is another way to retain a portable copy.

Move unused projects to the recycle bin

1. 1

   Open the project’s menu in the sidebar and select the recycle-bin action.

2. 2

   Confirm the project name before moving it.

3. 3

   To recover it, open Workspace settings and choose Recycle Bin.

4. 4

   Select the project’s restore action, then confirm that it reappears in the workspace.

Keep revisions understandable

• Use consistent names such as task, product variant, and revision.
• Keep unrelated procedures in separate projects.
• Retain an export or duplicate before a broad regeneration or translation.
• Check access and source confidentiality when copying between workspaces.