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Learning summary
A workflow is useful when you need to control the approval process of a single item. To control the
approval process of a group of items, you will need to create a project.
Lab 9.3: Working with projects
In this lab you will learn how to create a project and use it to create and publish a set of items as a single
group.
Time needed
It will take approximately 1 hour and 40 minutes to complete this lesson.
Lesson 9.3.1: Projects
Drafts and workflows are useful when you want to update a single item. To create and update a group of
items, you need to create a project. A project allows you to create, update, and preview a set of items in
draft mode. Although you can save and approve individual items in a project separately, it is not until all
items in the project have a status of pending published that the entire project can be published. This
ensures that all your changes to all the items in the project are not published on the live site until all the
items in the project are ready to be published.
You can add existing items to a project as draft items, or you can create new draft items. After you add
the items to a project, you work with your items in the same way as with any other item by selecting an
item in the project and clicking Edit:
v Nonworkflowed item types are saved as drafts until you are ready to publish them by clicking
Approve.
v Workflowed items are processed through a full workflow cycle until reaching a pending state.
v When using the library explorer, draft items from your current project appear alongside currently
published items, allowing you to select and link to both current items and draft project items.
Accompanying guide for SPVC - not for distribution
In this lab you will use a project to add a new section to your website that will be used to display a set
of HR policy PDF files.
Task 9.3.2: Create a project
During this task you will create a new project named Add HR Policies.
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