148 lines
16 KiB
Plaintext
148 lines
16 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls" %>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "ONLYOFFICE Projects for iOS - Project management";
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MetaKeyWords = "";
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MetaDescription = "";
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var guides = new GuidesModel();
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption">Project management</h1>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-projects/onlyoffice-projects.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/create-project/create-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/manage-team/manage-team.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/project-team/project-team.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access/restrict-access.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access-to-project/restrict-access-to-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/private-project/private-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/follow-project/follow-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/edit-project/edit-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/suspend-project/suspend-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/close-project/close-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/delete-project/delete-project.ascx" /></li>
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</ul>
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</div>
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<div class="video_ground video_trips" id="ManageFiles">
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<div class="block_of_step">
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<div class="screen_text">
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<p>The <b>Projects</b> section displays the list of all the project accessible for the current user. Depending on the user access rights, he/she can view projects, manage them, create new projects, or edit existing ones.</p>
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<p><img alt="Projects in the list" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectsinthelist.png")%>" /></p>
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<p>In the project list, you can view the following information about projects:</p>
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<ul>
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<li>the project title,</li>
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<li>if the project is a private one or accessible to all users who can access the <b>Projects</b> module. Private projects are marked with the <img alt="Private project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/private.png")%>" /> icon,</li>
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<li>the project manager and the number of team members displayed below the title,</li>
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<li>the project status designated with the corresponding icon on the left: active <img alt="Active project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/active.png")%>" />, paused <img alt="Paused project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/paused.png")%>" /> or closed <img alt="Closed project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/closed.png")%>" />,</li>
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<li>the overall number of tasks displayed on the right.</li>
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</ul>
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<h3>Sort and filter projects in the list</h3>
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<p>To easily find the necessary project in the list, you can apply different sort and filter parameters.</p>
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<ol>
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<li>tap the <img alt="Filter icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/sortfiltericon.png")%>" /> icon in the upper right corner,</li>
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<li>tap the arrow next to the <b>Sort by</b> menu item and select the necessary sorting criterion: <b>Title</b> or <b>Creation date</b>,</li>
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<li>turn the <b>Ascending</b> switcher on to sort projects in ascending order or turn it off to sort projects in descending order,</li>
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<li>tap the necessary filter in the <b>Filter</b> list: <b>Status</b>, <b>Project manager</b>, or <b>Team member</b>,</li>
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<li>choose the necessary parameters for the selected filter:
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<ul>
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<li>to filter projects by <b>Status</b>, select the necessary status (<b>Active</b>, <b>Paused</b> or <b>Closed</b>) on the next screen and tap <b>Done</b>.</li>
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<li>to filter projects by <b>Project manager</b>, check the necessary user in the user list and tap <b>Done</b>.</li>
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<li>to filter projects by <b>Team member</b>, check the necessary user in the user list and tap <b>Done</b>. To easily find the person you need, switch between the <b>People</b> and <b>Groups</b> tab and use the <b>Search</b> field on the top.</li>
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</ul>
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</li>
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<li>if necessary, apply another available filters,</li>
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<li>tap <b>Done</b> in the upper right corner of the <b>Sort and Filters</b> screen.</li>
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</ol>
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<h3>Manage projects in the list</h3>
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<p>To <b>change the project status</b> touch close to the edge of the screen to the left of the necessary project in the project list and swipe right to access the menu. Tap the necessary option to change the project status: </p>
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<p>For active projects, the <b>Paused</b> and <b>Closed</b> options are available that allow to pause or close the selected project.</p>
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<p><img alt="Active Project statuses" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/activeprojectstatuses.png")%>" /></p>
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<p>For paused projects, the <b>Active</b> and <b>Closed</b> options are available that allow to reopen or close the selected project.</p>
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<p><img alt="Paused Project statuses" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/pausedprojectstatuses.png")%>" /></p>
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<p>For closed projects, the <b>Active</b> option is only available that allows to reopen the selected project.</p>
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<p><img alt="Closed Project statuses" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/closedprojectstatuses.png")%>" /></p>
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<p>Touch close to the edge of the screen to the right of the necessary project in the project list and swipe left to access the menu and choose the necessary action:</p>
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<p>
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<img alt="Actions on an item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/morebutton.png")%>" />
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- allows to choose one of the following actions:</p>
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<ul>
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<li><b>View</b> the selected project,</li>
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<li><b>Edit</b> the selected project,</li>
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<li><b>Delete</b> the selected project.</li>
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</ul>
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<p>
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<img alt="Edit item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/editbutton.png")%>" />
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- allows to edit the selected project.</p>
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<p>
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<img alt="Delete item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/deletebutton.png")%>" />
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- allows to delete the selected project.</p>
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<h3>View projects</h3>
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<p>To view a certain project, you can proceed in one of the following ways:</p>
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<ol>
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<li>tap the project name in the project list,</li>
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<li>touch close to the edge of the screen to the right of the necessary project in the project list and swipe left to access the menu. Choose the <b>More</b> option, then tap the <b>View</b> option.</li>
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</ol>
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<p>The project overview screen opens. The <b>Tasks</b> section is activated by default.</p>
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<p><img alt="View project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/viewproject.png")%>" /></p>
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<p>To navigate between the project sections, tap the icons at the bottom panel:</p>
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<p><img alt="Project info" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectinfo.png")%>" /> - to view the project info: title, description, status, project manager and creation date,</p>
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<p><img alt="Project tasks" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projecttasks.png")%>" /> - to view the list of this project tasks,</p>
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<p><img alt="Project milestones" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectmilestones.png")%>" /> - to view the list of this project milestones,</p>
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<p><img alt="Project documents" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectdocuments.png")%>" /> - to view the list of this project documents,</p>
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<p>The <img alt="Project - more sections" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectmore.png")%>" /> <b>More</b> icon allows to access the following project sections: <img alt="Project discussions" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectdiscussions.png")%>" /> project discussions and <img alt="Project team" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectteam.png")%>" /> project team.</p>
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<p>If you have corresponding rights, you can manage existing items (tasks, milestones, discussions, documents, team members) or add new items within each section of the project using the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon in the upper right corner.</p>
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<h3>Create a new project</h3>
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<p>If you have corresponding rights to create projects, the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon is available in the upper right corner of the projects list. To create a new project:</p>
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<ol>
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<li>tap the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon - the new project creation form opens,
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<p><img alt="Create new project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/createproject.png")%>" /></p>
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</li>
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<li>specify the project <b>Title</b> (this field is obligatory),</li>
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<li>enter a short <b>Description</b>, if necessary,</li>
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<li>assign a <b>Project manager</b> (this field is obligatory): tap <b>Nobody</b>, then choose one of the available users on the <b>Select Manager</b> screen tapping his/her name. When ready, tap <b>Back</b>,</li>
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<li>create a project <b>Team</b>: tap <b>None</b>, then tap the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon in the upper right corner and select necessary users tapping their names on the <b>Manage Team</b> screen and tap the <b>Team</b> caption in the upper left corner.
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<p>To remove a member from the team, touch close to the edge of the screen to the right of the user name on the <b>Team</b> screen, swipe left to access the menu and choose the <b>Delete</b> option.</p>
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<p>By default, the <b>Save this project as private</b> option is enabled when creating a new project, so you can set access rights for added team members. Tap the user name in the <b>Team</b> list - the <b>Access</b> screen opens. Specify which sections of the created project should be accessible for the selected person: <b>Discussions</b>, <b>Documents</b>, <b>All tasks</b>, <b>Milestones</b>, <b>Contacts</b>. Tap the necessary item to uncheck it and restrict access to this section for the user.</p>
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<ul>
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<li><b>Discussions</b> - disable this option to restrict the access to the project discussions. If this option is enabled, a project member can view and comment discussions as well as start a new one.</li>
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<li><b>Documents</b> - disable this option to restrict the access to the project documents. If this option is enabled, a project member can view and create documents.</li>
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<li><b>All Tasks</b> - disable this option to restrict the access to all the project tasks. In this case the project member will be able to access tasks assigned to him/her only. If this option is enabled, a project member can view all tasks and set tasks to other teammates.</li>
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<li><b>Milestones</b> - disable this option to restrict the access to the project milestones. In this case the project member will be able to access milestones with tasks assigned to him/her only.</li>
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<li><b>Contacts</b> - disable this option to restrict the access to the CRM contacts linked with this project. If this option is enabled, a project member can view the linked contacts and the available contact information.</li>
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</ul>
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</li>
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<li>tap the <b>Notify project manager by email</b> switcher if you want to send an email notification,</li>
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<li>the <b>Save this project as private</b> switcher is turned on by default. Use this option if you'd like to restrict access to the newly created project. In this case the project will be available only to the project administrator, the project manager and its members with corresponding rights. If you turn off this switcher, the project will be available to all users who have access to the <b>Projects</b> module.</li>
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<li>tap the <b>Follow this project</b> switcher if you don't plan to participate in this project but need to keep track of it,</li>
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<li>when ready, tap the <b>Create</b> caption in the upper right corner of the <b>New Project</b> screen.</li>
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</ol>
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<h3>Edit projects</h3>
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<p>If necessary, you can edit active projects. To edit paused or closed projects, change their status to <b>Active</b> first. To adjust some project settings, open the <b>Edit Project</b> screen in one of the following ways:</p>
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<ul>
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<li><p>touch close to the edge of the screen to the right of the necessary project in the project list and swipe left to access the menu, then choose the <img alt="Edit item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/editbutton.png")%>" /> <b>Edit</b> option,</p></li>
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<li><p>tap the project name in the project list to view it, tap the <img alt="Project info" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectinfo.png")%>" /> icon at the bottom panel, then tap the <img alt="Edit project" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/editproject.png")%>" /> icon in the upper right corner.</p></li>
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</ul>
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<p>On the <b>Edit Project</b> screen, change the necessary parameters specified when creating the project. You can also change the project <b>Status</b> selecting one of the options: <b>Open</b>, <b>Paused</b>, or <b>Closed</b>. When ready, tap <b>Done</b> in the upper right corner.</p>
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<p>If you want to delete the project, you can swipe up, tap the <b>Delete Project</b> option at the bottom of the <b>Edit Project</b> screen and confirm this action.</p>
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</div>
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</div>
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</div>
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</div>
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