📁 Project Management
Organize your campaigns and subject areas efficiently for monitoring and coaching
With project management, you can organize content focal points logically and structure them for monitoring and coaching. Projects enable a flexible assignment of employees to specific tasks, clients, or other thematic units.
Important prerequisite:
• A user must be assigned to at least one group and one project to be visible for monitoring and coaching
🔐 Required Permissions
• Structure Administrator: Can create and manage projects
• User Administrator: Can add and remove users from projects
• Coach/Auditor: Must have the project and the group in their authorization scope to be able to see employees
→ Both roles (Structure and User Administrator) can be combined
Content of this article
1️⃣ Access to project management
You can reach the project management via the administration overview:
1Open the administration overview
2Click on the "Projects" tile
3You will be taken directly to the project overview
2️⃣ Create new project
To create a new project, proceed as follows:
1Click the "+ Add Project" button
2Enter a meaningful title for the project (mandatory field)
3Optional: Add a description (e.g., purpose of the project)
4Optional: Enter an external reference (e.g., for system integrations)
💡 Tip: Choose a clear and self-explanatory project name that makes assignment easier for all users (e.g., "Inbound Customer Service", "Sales Campaign Q3").
3️⃣ Edit project
You can adjust the master data of a project at any time:
1Navigate to the project overview
2Click on "Edit" in the "Actions" column
3Change title, description, or external reference as needed
The changes are applied immediately and are visible to all authorized users.
4️⃣ Add and remove members
The member management allows you to assign users to projects flexibly:
Add members:
1Click on "Members" in the "Actions" column
2Select the desired users from the list
3Confirm the assignment
Remove members:
1Open the member management of the project
2Select the users to be removed
3Confirm the removal
⚠️ Important to know:
• Removed users can no longer be selected for monitoring and coaching for this project
• All user data and historical data remain fully intact
• The user can be added back to the project at any time
5️⃣ Deactivate project
If you temporarily no longer want to use a project, you can deactivate it:
1Click on "Deactivate" in the "Actions" column
2Confirm the deactivation
📌 Effects of deactivation:
• The project is no longer available for selection in new processes, monitorings, or coachings
• The project is no longer displayed in reports
• All existing data and assignments are preserved
• The project can be reactivated at any time
6️⃣ Delete project
Deleting a project is a final action and should be done with caution:
1Click on "Delete" in the "Actions" column
2Read the warning message carefully
3Confirm the deletion process
🚨 Warning – Final Action:
• All affiliations with the project are irrevocably removed
• The users themselves remain in the system
• This action cannot be undone
• Consider deactivation as an alternative first
Further Information
👥 User Management
Learn how to create and manage users
📋 Group Management
Learn more about managing groups
🔐 Permissions Concept
Understand the role and permissions system
Do you have further questions about project management?