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DR dashboard - create new project #444

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61 changes: 33 additions & 28 deletions src/manage/create-project/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,9 +4,9 @@
There are several methods of creating a new <MainPlatformName /> project:
- If you want to take full advantage of <MainPlatformNameLink />, use [QGIS](#create-a-project-in-qgis) to prepare new projects.
- [<MobileAppName /> ](#create-a-project-in-mergin-maps-mobile-app) offers the quickest (albeit limited) way of creating a <MainPlatformName /> project.
- You can also use <AppDomainNameLink />, especially if your project files are already fully prepared and only need uploading.
- You can also use <DashboardLink />, especially if your project files are already fully prepared and only need uploading.

If you want to make a copy of your projects or the ones shared with you, you can clone them in [QGIS](./index.md#clone-an-existing-project-in-qgis) or [merginmaps.com](./index.md#clone-an-existing-project-through-merginmaps-com).
If you want to make a copy of your projects or the ones shared with you, you can clone them in [QGIS](./index.md#clone-an-existing-project-in-qgis) or the [dashboard](#clone-an-existing-project-through-mergin-maps-dashboard).

:::warning
When creating a project, keep in mind that its name cannot be changed later.
Expand Down Expand Up @@ -78,54 +78,59 @@ The project will be saved in the selected workspace.
Your new project should now be visible on the **Home** tab of the **Projects** screen
![Mergin Maps mobile app home projects](../../tutorials/capturing-first-data/merginmaps-mobile-new-project-listed.jpg "Mergin Maps mobile app home projects")

## Create a project through merginmaps.com
## Create a project through Mergin Maps dashboard
:::warning
The preferred way of creating a project is to use QGIS plugin or <MobileAppName />. This option is for advanced users composing their project manually.
The preferred way of creating a project is to use the <QGISPluginNameShort />. This option is for advanced users.
:::

1. Navigate to <AppDomainNameLink /> and sign in.
2. To create a new project, click on **Create** in the **Projects** tab:
![Create Mergin Maps project through web](./web-create-project.jpg "Create Mergin Maps project through web")
2. In the **Projects** tab, click on **Create project**
![Create Mergin Maps project through dashboard](./dashboard-create-project.jpg "Create Mergin Maps project through dashboard")

3. Give the project a **Name**
![web Naming new Mergin Maps project](./web-create-project-2.jpg "web Naming new Mergin Maps project")
3. Enter a **Project name** and click **Create project**
![Mergin Maps dashboard create new project](./dashboard-new-project.jpg "Mergin Maps dashboard create new project")

After creating a new project, you will be directed to the project page.
4. Now you will be directed to the project overview.

4. Add files to your project:
- Click on **Drag & drop here to click and select file(s) to upload**
- Select files or folders to upload
- Once the files and folders are selected, press **Update** in the **Data Sync** window.
![Upload files to Mergin Maps project](./web-project-upload.jpg "Upload files to Mergin Maps project")
Files can be uploaded using the <QGISPluginNameShort /> or by **Drag and drop**.

If you are uploading files manually through the <DashboardShortLink />, do not forget to synchronise the changes by clicking **Update changes** in the **Data Sync**.
![Upload files to Mergin Maps project](./dashboard-upload-new-project.jpg "Upload files to Mergin Maps project")

### Clone an existing project through merginmaps.com
You can also make a copy of projects you have access to or of a [public project](../permissions/#public-and-private-projects).
### Clone an existing project through Mergin Maps dashboard
Projects you have access to and [public projects](../permissions/#public-and-private-projects) can be cloned. By cloning a project, you will create your own copy of this project. This way, you can use public projects as templates for your own work or easily create backups.

#### Clone a project from your workspace
1. In the **Projects** tab, find the project you want to clone, open it and click on **Clone**.

If needed, [switch to another workspace](../workspaces/#switch-workspaces-in-qgis) to locate the project.

![Cloning project from your workspace](./web-clone-your-prj.jpg "Cloning project from your workspace")
![Mergin Maps dashboard Cloning project from your workspace](./dashboard-clone-project.jpg "Mergin Maps dashboard - Cloning project from your workspace")

2. Enter the name of the cloned project. If needed, change the target workspace.

2. Enter the name of the cloned project and choose the workspace in which the project should be saved. Confirm by clicking **Clone**.
![Naming cloned project](./web-clone-your-prj-2.jpg "Naming cloned project")
The cloned project will be saved to the workspace you have specified.

Confirm by clicking **Clone project**.
![Naming cloned project](./dashboard-clone-project-name.jpg "Naming cloned project")

The new project will be saved to the workspace you have specified.

#### Clone a public project
You can also make a copy of a public project.

1. In the **Projects** tab, click on the **Find Public Projects** button
![Find public Mergin Maps projects](./web-find-public-project.jpg "Find public Mergin Maps projects")
1. In the **Projects** tab, click on the **Browse community projects** button
![Mergin Maps dashboard browse community projects](./dashboard-browse-public-projects.jpg "Mergin Maps dashboard browse community projects")

If a project was shared with you via link, open the project link in your web browser.

2. Using the search bar, find the project you would like to clone and click on it.
![Find public Mergin Maps projects](./web-find-project.jpg "Find public Mergin Maps projects")
2. You will see a list of public projects. Use the search bar to find a project you would like to clone and click on it.
![Find public Mergin Maps projects](./dashboard-find-public-project.jpg "Find public Mergin Maps projects")

3. When the project's page opens, click on the **Clone** button to clone the project.
![Clone public Mergin Maps project](./dashboard-clone-public-project.jpg "Clone public Mergin Maps project")

4. Now you can change the project's name and select the target workspace. Confirm by clicking **Clone project**.

3. The project's page opens. Click on the **Clone** button to clone the project.
![Clone Mergin Maps project through web](./web-clone-project.jpg "Clone Mergin Maps project through web")
The cloned project will be saved to the workspace you have specified.
![Clone public Mergin Maps project](./dashboard-clone-public-project-name.jpg "Clone public Mergin Maps project")

3. Now you can change the project's name and select a workspace from the list. The project will be saved to this workspace.
![Clone Mergin Maps project through web](./web-clone-project-2.jpg "Clone Mergin Maps project through web")
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4 changes: 2 additions & 2 deletions src/manage/dashboard/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -13,11 +13,11 @@ Click **Home** in the left panel to go back to the homepage with the list of the
**Projects** tab in the left panel displays the list overview of the projects that are available to you in this workspace.
![Mergin Maps web dashboard project tab](./web-projects-tab.jpg "Mergin Maps web dashboard project tab")

- click on **+ Create** to [create a new project](../create-project/#create-a-project-through-merginmaps-com),
- click on **+ Create** to [create a new project](../create-project/#create-a-project-through-mergin-maps-dashboard),
- use **Find Public Projects** to browse public projects
- select a project to see its details

When you open a project, there is an option to [share it](../project-advanced/), download it and [clone it](../create-project/#clone-an-existing-project-through-merginmaps-com).
When you open a project, there is an option to [share it](../project-advanced/), download it and [clone it](../create-project/#clone-an-existing-project-through-mergin-maps-dashboard).
![Mergin Maps web project details](./mergin-project.jpg "Mergin Maps web project details")

- in **FILES** you will find all files associated with the project. Click on a file to see the details, download it or delete it.
Expand Down
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