Start a New Project (Enterprise Plan)

How do I start a new project with the enterprise plan?

01. Access the Project Templates

Log in to your ManageArtworks account.
Hover over the New Project module on the left pane.
A menu will display available workflow templates. Select the desired workflow template.
Note: Only users assigned to the Start activity can view and select templates. Ensure you are assigned to the Start activity of the workflow template you intend to use.

02. Configure Project Details

The New Project page consists of seven configuration tabs:

Project Info
Components (Available only for Component Workflow Templates)
Files
Tasks
Audit Log
Comments
Dieline (Visible only if the Dieline module is enabled for the user)

Request Info Tab

Request tab allows you to fill out the basic information about the project.

Fill out the form fields.
Note: Fields marked with a red asterisk (*) are mandatory and must be filled out to proceed.
1. Certain fields are drop-down enabled, allowing only pre-defined selections to minimize the risk of data entry errors.

Components Tab (Available only for Component Workflow Templates)

If you need to create a project for two similar components, such as carton and label artworks, you don’t have to create separate projects for each. Instead, these items are managed as components within a single project.

The Components tab enables you to add and manage multiple components in one project, ensuring a streamlined workflow for different packaging formats.

To Add a Component:
1. Click the Components tab.
2. Click the Add Components button, then select Add New.
3. Fill out the form fields. Mandatory fields are marked with a red asterisk (*).
  - Certain fields are drop-down enabled, allowing only pre-defined selections to minimize the risk of data entry errors.
4. Once you've filled out all fields, click Save to add the component to the project.
5. You can add as many components as needed by repeating these steps.

To Delete a Component:
1. Select the component you want to delete.
2. Click the Delete icon associated with the selected component.
3. Confirm deletion by clicking Ok in the pop-up.
To Duplicate a Component:
For example, if you have added a "Carton" component for a 33 oz item and need to add one more similar component for a 50 oz item, you can duplicate the existing component and adjust the details instead of creating another component from scratch.
1. Select the component you want to duplicate and click the Copy icon.
2. Modify the details as needed.
3. Click Save to add the new component to the project.
To Edit a Component:
1. Select the component you want to edit.
2. Click the Edit icon associated the selected component.
3. Make the necessary changes and click Save to update the component in the project.

Files Tab (Optional):

Upload supporting or reference files as needed for clarity. Some projects may require mandatory files to proceed to the next activity; in these cases, a warning pop-up will prompt you to upload the necessary files.

Add files to the project using one of the following methods:
1. Click the "Add Files" drop-down menu and select the options as desired:
  - From Desktop: Allows you to browse and select files from your desktop.
  - Asset Library: Allows you to choose files from the asset library.
1. Drag and drop files directly into the Files tab.
After Adding File(s):
1. Select the appropriate File Type for each uploaded file.
  Note: Assigning file type is mandatory.
1. The first file you assign with an asset type will automatically become the project thumbnail. To change the thumbnail:
  1. Toggle the “Set As Thumbnail” option to Yes in the "Set As Thumbnail" column associated with the desired file.
2. Delete files using the trash icon in the "Action" column associated with the desired file.
3. If Specific to a Component: If the selected workflow template is a component workflow template, certain component fields may be enabled when adding files, based on the template configuration. These fields help link files to specific components or define their purpose.
  1. If this configuration is enabled, use the drop-down menu for each file to select the appropriate values and associate it with the relevant components.

Tasks Tab

The Tasks tab displays all activities associated with the project, allowing you to assign users, skip task(s) and set due dates for each task. Default user assignments and durations from the template can be modified, except for the start activity.

Assign Users and/or Teams to Tasks:
1. Click the User Settings icon to open the Collection Popup Modal.
  - Add Users: Allows you to select specific users from the system.
  - Add Teams: Allows you to assign tasks to entire teams (e.g., Marketing, Sales).
2. Assign Users to a Task:
  1. Click the Add Users drop-down to view available users.
  2. Select the desired user(s) from the list.
  3. To remove selected user(s), click the Close icon next to their name.
  4. To remove all the selected users, click the Clear All option.
3. Assigning Teams to a Task:
  1. Click the Team Attribute drop-down and select the desired attribute (e.g., "Department").
  2. Next, click the Collections drop-down and choose the specific collection(s) (e.g., "Marketing").
  3. To remove selected team(s), click the Close icon next to the team’s name.
  4. To remove all the selected teams, click the Clear All option.
  5. Click Save to confirm your selection and confirm the same by clicking Yes in the pop-up.
  6. Select Specific Users (If Allowed in Workflow Template):
    If Allow User Selection is enabled in the workflow template configuration, you must manually select specific users within the assigned teams. This prevents tasks from being assigned to all team members by default.
    1. After saving, a drop-down menu will appear next to the team’s name.
    2. Click the drop-down menu and select specific users within the team.
    3. To assign all users in the team, select "Select All" from the drop-down menu.
    4. To remove a user, click the close icon next to their name.
Set Task Duration:
1. Click on the duration box in the Duration (days) column associated with the desired task.
2. Enter or adjust the duration.
  Note: A minimum duration of 1 day is mandatory for any tasks.
Skip Tasks:
In some situations, not all tasks in a project need to be completed, and you may want to skip certain tasks. You can easily do this from the Tasks tab.
1. To Skip a Task:
  1. Check the box in the Action column next to the task you want to skip.
  2. The task will be struck through, indicating that it will be skipped once the project is initiated.
  3. To unskip a task, simply uncheck the box in the Action column. The strike-through will be removed, indicating that the task will be included.

Audit Log Tab

Monitor all project-related activities for transparency and accountability. You can view who initiated the project, made modifications, and the timestamps for each action.
Once the project is initiated, all actions can be tracked in this tab.

Comments Tab

After the project is initiated, assigned users can access the Comments tab to add remarks, share insights, and collaborate.

Dieline Tab

If the Dieline is enabled, the Dieline tab will be visible. Once the project is initiated, users can access dieline tab and attach dieline to the project.
For more information, refer to the Dieline and 3D Simulation and Dieline Workflow sections.

03. Initiate the Project

After completing the required fields and configurations, click Initiate New Request in the upper right corner of the screen to start the project.
If you’re not ready to proceed immediately, click Save & Close to save your progress and return to it later.

Track Projects and their Status