Manage Projects

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Favorite Projects

OverviewYou can mark your most used or important Projects as Favorites for ease of access. Doing this pins these Projects to the top of your Portfolios window where you can navigate to them more easily. There are two ways of marking a Project as a Favorite. You can do it through the Portfolios windo

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Moving a Project Under Another Project

Overview In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators a

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Create A New Sub-Project

In Project Management, a sub-project is a smaller, more specific project that is part of a larger project. It has its own unique tasks and timelines, but they align with and contribute to the overarching goals of the parent project. Just like any project, a sub-project has a defined start date and e

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Save a Project as a Template

In Project Management, you can save your projects as templates. This reduces the repetitive tasks associated with creating a new project and ensures consistency and standardization across all similar project undertakings. For example, if different people across the organization run multiple email ca

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Archive Projects

OverviewYou can archive a Project that has been completed, deferred or canceled. This puts the Project in an archive without deleting it so you can restore or refer to it at a later date. You must be the owner of a Project to archive it. Archive a Project1. Navigate to the Portfolios window. Locate

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Create a New Project Using a Template

In Project Management, the creation of projects and subprojects is streamlined with the use of project templates. Teams such as Marketing, Product/Design, Sales, and Operations can leverage standard and custom templates to save significant time while creating new projects. Types of templates in Proj

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Create a New Project

OverviewProjects are used to manage, track, and collaborate on a set of Tasks with a specific goal and timeline. You can create Projects for to oversee and manage individual campaigns, track product launches, manage content production and much more. You can also create Sub-projects within a Project

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Status Templates

OverviewStatus Templates are a pre-defined set of statuses that can be saved as a template to be used with new or existing Projects. You can tailor Status Templates to specific Project categories to streamline workflows. Note: The ability to create Status Templates is permission controlled. If you d

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Edit a Project

Overview If you are a Project Owner or Admins, you can edit or update the details of your Project. You can edit standard properties like Name, Status, Priority and, Start and End Dates. You can also add or remove Collaborators, add, remove or update Project Dependencies and edit other custom propert

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Add Guest Users to Projects

OverviewGuest User access allows you to provide external users access to your Projects for feedback, review, transparency or other reasons. An external user is anyone outside or within your organization without access to a Sprinklr product seat. Guest users have limited access to Project Management

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