# Project Management

## Project Filters

After successfully creating a project, you will be able to filter projects by tags, project type, created date, last modified date, status, and assignees. Some examples are shown below:

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-03bb677d742dc1a7840b65aed10d66439d8bfa87%2FProject%20-%20filter%20-%20tags.png?alt=media" alt=""><figcaption><p>Filter by tags</p></figcaption></figure>

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-d306152affca1c395f00f04615473012647b6652%2FProject%20-%20filter%20-%20type.png?alt=media" alt=""><figcaption><p>Filter by project types</p></figcaption></figure>

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-cbee28ed0eba216f432f4171f4d9beae8f6ec330%2FProject%20-%20filter%20-%20date%20created.png?alt=media" alt=""><figcaption><p>Sort by date created</p></figcaption></figure>

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-238df7afec13dda48c473f4631fa565617600a59%2FProject%20-%20filter%20-%20date%20modified.png?alt=media" alt=""><figcaption><p>Sort by date modified</p></figcaption></figure>

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-0bb4a25e1edc03a65b5a62cb1b53756b927a1d2f%2FProject%20-%20filter%20-%20members.png?alt=media" alt=""><figcaption><p>Filter by members</p></figcaption></figure>

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-1f0ab643e72e1fb5be475c002470b0125bb2d883%2FProject%20-%20filter%20-%20status.png?alt=media" alt=""><figcaption><p>Filter by status</p></figcaption></figure>

### Project Status

Filtering projects by labelers and status can be useful in [team projects](https://docs.datasaur.ai/workspace-management/workspace). The detailed definitions of each status type can be found [here](https://docs.datasaur.ai/workspace-management/project-management/project-status-workflow).

## Manage Tags

If you are planning on creating lots of projects with different purposes, you can use tags to help organize and find the desired projects.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-03bb677d742dc1a7840b65aed10d66439d8bfa87%2FProject%20-%20filter%20-%20tags.png?alt=media" alt=""><figcaption></figcaption></figure>

### Create Tags

You have **two options** to create separate tags for each workspace or project. The **first method** is through the project management page, as outlined below:

Click the triple dots on the right side, then click **Manage Tags**.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-3203635bc679f1d635aeade57a16dac71a47a315%2FProject%20-%20more%20menu%20-%20manage%20tags.png?alt=media" alt=""><figcaption></figcaption></figure>

Type in the new tag in "Type a tag" field, then press **Enter** on your keyboard or press the **+** button.

![](https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-c6b1e5773def83f134b6f83db4597fe6b1fcf223%2FProject%20-%20manage%20tags%20dialog.png?alt=media)

If you want to assign a tag to a project, click the triple dots on the desired projects, select the tag and click on Save.

In the example below, we assign `Media` tags to **Hamlet - NER labeling** project.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-575caf67922b3afea375528d237fbcf94f599d67%2FProject%20-%20manage%20tags%20dialog%20-%20apply%20tag%20to%20a%20project.png?alt=media" alt=""><figcaption></figcaption></figure>

The **second method** is to [add project tags through the project creation wizard step 1.](https://docs.datasaur.ai/data-studio-projects/creating-a-project#add-project-tags)

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-50fe845affdd36e0878cfa3088272c6ce5c9ee9a%2FPCW%20-%20step%201%20-%20tags.png?alt=media" alt=""><figcaption></figcaption></figure>

### Delete Tags

If you want to delete an existing tag, hover over the tag and click the **Trash** icon.

![](https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-828a008fd17e6ddc0d30d790659151f2c85c1ca1%2FProject%20-%20manage%20tags%20dialog%20-%20delete%20tag.png?alt=media)

## Delete Projects

Deleting projects can be done in two ways: **delete one by one** or **delete all at once**.

### Delete a project

You can go to the triple dots in each project, then click Delete.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-501d2de3af57c330c5b286e62edf5ba223d9b6c2%2FProject%20-%20more%20menu%20-%20delete.png?alt=media" alt=""><figcaption></figcaption></figure>

### Delete multiple projects

Select the projects that you want to delete, then click the **Delete** button above the dashboard.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-293c4111ad95f95d1c29aabf0799ff2948151f31%2FProject%20-%20delete%20confirmation.png?alt=media" alt=""><figcaption></figcaption></figure>

## Project Cloning

Good news! Now, you are allowed to create projects by cloning them from the existing projects. We believe this can save you time **creating projects with the same settings**.

### Example

We have created a COREF project named *Welcome aboard!*. You can click the triple-dots on the right side and choose **Reuse Project Settings**.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-f95dc1e7547e0d6ebe350d3a57c336ab40e4f4e6%2FProject%20-%20more%20menu%20-%20reuse%20project%20settings.png?alt=media" alt=""><figcaption></figcaption></figure>

You will be directed to the project creation steps. Notice that the project name has already been filled with the `[Copied settings]` suffix. This means that this new project **will have the same settings** as the **Hamlet - NER labeling** project.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-eac6e86157ccdf865978db7b780f1dac1f7f3255%2FPCW%20-%20Step%201%20-%20copied%20settings.png?alt=media" alt=""><figcaption></figcaption></figure>

:pushpin: Please do note that this feature **will only clone** the following settings:

* Task type
* Task settings
* Label sets / question sets
* Any settings on Project Creation Wizard (PCW) Step 5
* Any project extensions that have been used in previous projects
  * The project cannot be created successfully if you apply the ‘reuse project settings’ for a different project type. This is because the extension used for a specific project type might not support other project types. For instance, if you use your previous Row Labeling project and apply the ‘reuse project settings’ for a Span Labeling project, it won’t be supported.

You still need to upload the data and assign the labelers / reviewers as usual.

## Share Projects

Sharing a permalink can be done in two ways: **clicking the triple dots on the desired project** and **clicking the Share icon at the top right of the labeling page**.

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-be188e7e6e3c85fe0364d0db482905340443b913%2FProject%20-%20more%20menu%20-%20share.png?alt=media" alt=""><figcaption><p>Share projects via project dashboard</p></figcaption></figure>

<figure><img src="https://448889121-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MbjY0HseEqu7LtYAt4d%2Fuploads%2Fgit-blob-df422f91de8b8302b4a6549952b3369f6e97f0d7%2FSpan%20labeling%20-%20share.png?alt=media" alt=""><figcaption><p>Share projects via Share icon in the labeling page</p></figcaption></figure>

Each member can use this feature. However, only members assigned can open the link.

For example, Project A has 3 labelers (Harry, Luna, and Neville) and 1 reviewer (Dumbledore).

* Harry shares the link to Neville ➡ he can open it.
* Harry shares the link to Dumbledore ➡ he can open it, but will be directed to the Reviewer Mode.
* Harry shares the link to Ron ➡ he can't open it, even though he's in the same team with Harry.
