Creating a Project in Able
Learn how to create a project in Able to efficiently manage tasks and collaborate with your team. This guide will walk you through the steps to set up a new project and program; add workshops and sessions; customize its settings; and add participants.
What you will learn
What is a Project and Program
Accessing the Projects section in Able.
Creating a new project and entering project details.
Customizing project settings and adding workshops.
Adding participants to the project.
What is a Project and Program
A Project is a container for a leadership or learning & development initiative that serves as an umbrella for a single or multiple Programs.
A Program is a specific, cohort-based learning journey that sits within a Project. Each Program brings together a defined group of participants and takes them through a sequenced set of leadership development experiences.
All Projects have at least one Program within them.
All Programs are part of only one Project.
Projects can contain many Programs.
Step 1: Accessing the Projects Section
To begin creating a project in Able, navigate to the "Projects" section from the main dashboard. This can be found in the left-hand menu of the application interface.
Step 2: Creating a New Project
Click on the "+ Add Project" button to start creating a new project. You will be directed to a form where you can enter the project details such as the customer company, project title, intent, and program context.
Step 2: Customizing Project Settings
After creating the project, you can customize its settings. This includes adding workshops, defining the invoice type, and setting the program context. Use the "Project Settings" menu to make these adjustments.
Step 3: Go to your new Program
Able will auto-create you a program to go with the Project. The default name for new Programs is "Main". To change the name or other settings follow the following steps:
Go to the "Programs" section under the "Projects" menu and click on your new "Main" Program in the list.
You will drop into the "Overview" section.
Go to the "Program Settings" section under the "Programs" menu and click on update your Program name, settings and roles.
Step 4: Adding Workshops
To add Workshops to your project, go to the "Workshops" section under the "Programs" menu and click on the "Add Workshop" button.
In the workshop form, fill in the necessary details such as the workshop title, session type, date, time, location, and facilitator.
Ensure all mandatory fields are completed.
Scroll to the bottom of the page and click "Add New Workshop" button to add and save the workshop.
Learn more about how to Create a Workshop →
Step 5: Adding Participants
To add participants to your project, go to the "Participants" section under the "Programs" menu and click on the "Add Participant" button.
You have 3 or 4 ways to add Participants to your Program:
Add single participant
Add Participants From File
Quick Add Existing Participants
Invite Client to Add Participants
Fill in the participant's details, including name, email address, and mobile number. Once all details are entered, click "Create Participant" to add them to the project. You can also add multiple participants by selecting "Create and Add Another."
Learn more about Adding Participants →
💡 Tip: with larger cohorts we recommend using the "Add from File" or "Invite Client to Add" options.
Next Steps: Launching our Program
Now you're ready to launch your simple Project with 1 Program, 1 Workshop and 1 participant. To learn more about launching the Program go to Launching a Program →