Converting a List into a Project

To explore and discover higher-level insights from the content you have read and bookmarked on the Quantumrun Foresight Platform, we recommend creating a Project page.

The Project page will help your team visualize the insights from Quantumrun’s trend articles in ways that can help your organization make better business decisions.

In a previous training post, we explained how to create a Project page. Read here.

In this post, we will explain how to prepopulate your project page with content from a List.

  • To learn how a List is created, click here.
  • To learn how to bookmark Trend content to a List, click here.


To create a project page that is pre-populated with list trend content:

  • To start, log into your premium account.
  • Click on the ‘Projects’ link in the main menu, or simply click here.
  • You will then be directed to the project list page, which will display all of the projects your account has created.
  • Next, you will click on the black button in the top-right corner of the page titled “CREATE NEW.” This will open a popup box with the fields required to create a new project page. (Please ensure your browser allows popups.)
  • In the ‘Project type’ dropdown, select from various types of available project interfaces.

 

Details regarding what each project interface can do are explained in other parts of the tutorial guide

  • In the project popup, you will first see the ‘Project title’ field; enter an appropriate name for your project.
  • Optional: In the ‘Project description’ field, enter an appropriate but brief description for your project.
  • Optional: If you want, you can prepopulate your project with content from a List that (1) you created, (2) your coworkers created, or (3) a public list on the platform. Learn more.
  • Optional: If you want, you can prepopulate your project with content from a List by selecting from one of the following options:
    • Select a list that you created yourself from the ‘Select user list’ dropdown.
    • Select a list associated with your company account from the ‘Select company list’ dropdown.
    • Select a publicly available list created by a platform user not associated with your company account from the ‘Select public list’ dropdown.
    • Note that you can only select one list per project.
  • Optional: In the ‘Select who can access this project’ dropdown, you can select which members (company users) associated with your company account can access this project. You can also give them permission to just view your project or edit/collaborate with your project.

 

Once the fields above are filled out, click on the “START PROJECT” button to launch your new project! 

You will now see a project page that is prepopulated with content from your selected list.

To learn more about how to use the various project page types once you create them, please review the Project page training materials here.

Share this Post:

Stay Connected

Related Posts