[Video] AEM Sites 6.0 Projects Tab Walkthrough


I’ve been meaning to cover the Projects feature of the Touch UI for Adobe Experience Manager 6.0 for a while. This video walks through some of the major features of it. It’s not meant to be an exhaustive how-to video, but it should give you a few good ideas on how to use it. We might end up doing an update to look over how things have changed with the Projects in AEM 6.1, so let us know if you would like us to cover anything specific by dropping us a line to our email: [email protected]. If you are interested, the transcript is below.

05287_VideoAEMSitesProjectsTabWalkthrough

Transcript:

Hello, Stefan Hofmeister here from the Adobe Experience Manager Podcast at axis41. As I’m sure you know, Adobe released Adobe Experience Manager 6.0 last year. With that release there were several major changes and a couple completely new features. One of the changes is the Projects tab; you may have noticed it loads up by default after signing in. Anyhow, this video will be a look at what this tab can do and how it can help make your authoring life easier.

Let’s start here on the AEM sign in page. For those new to AEM Podcasts I am using a local instance of Adobe Experience Manager, so for me this will be a fresh install. I won't have anything extra, except what I added for this video and the pre-loaded Geometrixx content. I’ll fill in my information and we can get started.

Now we are brought to the default Projects tab. This is where the project magic happens. So to start I’ll begin by creating a new project, setting it up, then moving along to editing already made projects and other options.

Creating a new project is easy; locate the plus icon at the top left. Give that a click and then you’ll be presented with three options from left to right, a Simple Project, a Media Project, and a Product photo shoot project. Of course each project type has its benefits depending on what you are looking for, but for this walkthrough I am going to go with a simple template. If these templates don't fit your needs, creating new ones is a relatively simple task a developer could whip up for you. So click on the template you need and it will turn blue with a checkmark. After that you’ll need to come to the top right and click the blue next button.

You are then brought to the project properties tab with all the options you would assume would be on a properties tab. To start you can add a thumbnail to this project that will represent this project's purpose. There’s also a title, description, due date, and users. Most of these options are common inputs for any document, but the “users” at the bottom is a little different.

Here you can add the users who will be editing and making changes to this project. One thing to remember is that the roles you assign to a user correlates to that users permissions on this project. Only the team you select will be able to edit the project up to the level of permission granted them through one of the three roles. The options for roles are owner, editor, and observer; all of these options that we’ve looked at can be changed and edited later.

A less used option is a due date; here you can set the date at which this project needs to be done by. Adding the date to a project lets you see your progress in the projects tab, but I’ll show you that when we get to that screen later.

In the advanced properties tab at the top beside basic, you can also add a name that will be used for the URI. But if you don’t fill out this input it will default to the title you gave it on the basic tab.

I am going to fill in my examples

And now we can click on the Create button in the top right.

It will give you the options to either be done or open the project right away. Click on open the project. Now the first thing you’ll notice is that you are able to see multiple parts of the project at a glance, instead of having to drill down in specific files for information. Here you have 5 tiles open: Test Project, Assets, Experiences, Workflows, and The Team.

You can add more tiles depending on what you need by going up to the plus icon, giving that a click and you are brought to the add tile selection screen. Here you have the option to add whatever tile would help your project. For example you could add a second Assets tile for Assets that should be used only on child pages or an Asset Collection tile that will help find a collection of assets for specific pages to keep them looking uniform. There’s also a tile to keep track of your experiences, a team tile incase you want to organize your team differently, a workflows tile, and many more that we’ll go over in more detail in later videos.

You can either choose a tile to add or you can hit the cancel button in the top left. I don’t need any additional tiles so I’m going to do just that, and just hit cancel.

Lets jump over to a preloaded Geometrixx project, now that we know how to create one for ourselves.

So click on the Projects tab on the side rail and you’ll be brought out of the project you just made and to the main load screen, from here click on the Geometrixx Outdoors tab and its preloaded data will show up.

From here we can see what a fully working project will look like once we have it up and running. From this screen we can see the progress of our workflows, if we have any. We can see who’s involved on this project or the team, all the assets that have been used and collected.

If you want to change some information about the project after its been created, move up to the first tile title and click it. Click on the pencil in the top left corner that indicates editable options. From here you can change the information about this project, most options here will seem common, but one that may lead to some uncertainty is the project status. Lets say that for some reason the project needs to be put on hold, or stopped for a period. You can switch it from active to inactive. Making a project inactive will remove it from the Projects main load screen. It’s also good if you don't want it to be public until the groundwork has been set up.

After you have made your changes, mouse up to the top left check mark and click it. Click on the Projects tab on the side rail. If you did make the project inactive you’ll notice that it’s missing from this view. But if it still needs work you can mouse over to the filter button in the top right, after you click that all the inactive projects will appear and you can continue to edit and work on it from here. Click back on the filter button and it will bring you back from the inactive Projects screen.

Lets add a workflow to this outdoors project, so click back into the Geometrixx Outdoors project. Locate the workflows tile and then click on the “Start work”. You now have to choose one of four options; I’m going to go with the first, project approval workflow. After clicking on that tile it will turn blue and have a check on it. Move up to the top right and hit next, and it will bring you to the workflow properties page.

Go ahead and fill in the required spaces with the appropriate information. The “assign to” space is useful especially if you have a certain group that needs to complete a task. You can assign this workflow to that specific group by selecting the dropdown and selecting the group responsible. Or you can also assign it to a specific person by the same method.

I’m going to select the editors as the responsible group, add a description; now I can assign this a priority. Adding a due date is great for being able to monitor the progress of the project from the main screen; I’ll show you how to do this once we get back there.

Now we have everything in place. Move up to the top right and click the blue create button. You’ll then see a work started pop up; select done and it will bring you to the main project page.

Once back you’ll notice that a new tile has appeared; the tasks tile was an option we could have added ourselves prior, but now that we have work being done AEM added it in for us.

With the tasks tile, we can add new tasks to it by clicking on the plus icon in the top right corner of that tile. Now just the same as clicking on adding a workflow we have the same familiar options presented to us. Title, assign to (useful if we know which group we need to assign it to, or it could go to an individual), content, description, priority, and a due date. After we’ve filled everything in again come up to the top right and click create.

I said adding due dates to projects and workflows makes seeing the progress more accessible. So from the project's main page look up to the top right corner and you’ll see a statistics icon. It looks more like wireless service bars, but its the statistics icon. Give that a click and you’ll see the project tiles pop up with progress bars showing what is being done.

That’s it for the new Projects tab. If you have any questions comments or ideas about this or future video posts you’d like to see, contact us at [email protected] Don’t forget to follow our LinkedIn Adobe Experience Manager showcase page for the most up-to-date information and articles on AEM.