Project Creation

Prerequisites:

You must have administrative access to Qualitia Automation Studio, which grants you the necessary permissions to manage projects.

🔀 Workflow and Process

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1. Access Project Management from left navigation of your Qualitia Automation Studio Client

2. Clicking Project Management will take you to the Project Management screen.

3. You will the list of all the Projects added to Qualitia Automation Studio <Screenshot>

👁️‍🗨️ View Project Details

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1. Click a Project to view the Project Details.

2. The details include information such as:

   1. Project Type

   2. Project Name

   3. Description

   4. Integration

   5. Configuration

Note: You will see a segregation of active and inactive projects.

➕ 👥 Create Project

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1. Navigate to the Projects section in your Qualitia Automation Studio.

2. Click Create Project in the Projects section.

3. This will open Create Project window. Enter

   1. Project Type: Select one of the below project types.

      1. Web/Mobile Project

      2. Desktop Project

      3. Salesforce Project

   2. Project Name

   3. Description

Note: The Project Type and Project Name cannot be edited once you create, so be mindful and select the right project type and provide a meaningful name.

4. Click Create. A Project will be created with users with Admin privileges assigned by default.

5. Discard if you have accidentally clicked.

👥 Update Project

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Method 1:

1. Navigate to the Users section in your Qualitia Automation Studio.

2. Hover your mouse over a Project in Projects section, Edit Project option will appear.

3. Click Edit Project.

4. This will open Edit Project window. Update

   1. Description

   2. Status checkbox: Uncheck to make a project Inactive or Check to make the project Active

5. Click Update. The Project is saved with the edited values.

6. Discard if you have accidentally clicked.

Method 2:

1. Click on the specific Project to which you want to edit. This will open the Project Details Section.

2. Click Edit Project (pencil)

3. Follow steps 4 & 5 mentioned in Method 1.

🗑️Delete Project

Note: You cannot delete a project when users are assigned to the Project in context.

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1. Navigate to the Project Management section in your Qualitia Automation Studio.

2. Click on a Project in Projects section.

3. Click Delete Project (bin).

4. This will open Alert – Delete Project window.

5. Click

   1. Delete to permanently delete the selected Project

   2. Discard if you have accidentally clicked.

6. The Project will be deleted in Qualitia Automation Studio.

💡 Golden Nuggets: Best Practices for Project Management

Project is a crucial part of project management and organization. Here are some best practices to consider:

1. Unique: Project names should be unique to each project. This helps to avoid confusion and potential mismanagement.

2. Avoid Sensitive Information: It's best to avoid using sensitive information such as client names, confidential project details, or strategic plans in project names. This information can be easily viewed and used for malicious purposes.

3. Easy to Remember: Project names should be easy to remember, but not so straightforward that they reveal sensitive details.

4. Appropriate Length: A project name that is too short may not provide sufficient information, while one that is too long may be difficult to remember. A good range to consider is between 6 to 14 characters.

5. Avoid Special Characters and Spaces: Some systems might not support special characters or spaces in project names, or they might create difficulties when integrating with other systems hence prohibited. Underscores are accepted.

6. Consistent Format: If you're managing a large number of projects, consider using a consistent format for project names. This could be based on project type or department (e.g., Marketing_Project_SEOAutomation or Philips_Project_IOTAutomation), which can make managing and organizing projects easier.

7. Avoid Offensive Words: Project names should be professional and not include any offensive or inappropriate words.

8. Review: Regularly review project statuses to maintain progress and prevent delays. Keep project information up-to-date to facilitate communication and collaboration.

9. Archive vs Delete: If your project is temporarily on hold, consider archiving it instead of deleting. If the project is permanently closed or completed, you can consider deleting it.

🔧 Got Trouble? Let’s Fix!

If you cannot create a project, check your administrative permissions and ensure you have the necessary

📞📚 Here to Help: Support and Resources

Need a helping hand? Don't hesitate to reach out to your Qualitia Relationship Manager. For more resources, our official Qualitia documentation and community website are just a click away!