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. The counter shows the days remaining before automatic deletion. If the deletion date is unavailable, restore the project if you need to keep it.

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.