docs: Document the Projects feature (7.1)#834
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| Projects give you one place to group everything that belongs to a single marketing initiative. Instead of hunting for the Campaigns, Emails, Segments, and other items behind a launch, you assign them all to a Project and manage them together. A Project works like a folder that spans item types, so you can see how the pieces of an initiative fit together and find related items quickly. | ||
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| You can assign many item types to a Project, including Asset, Campaign, Company, Dynamic Content, Email, Focus Item, Form, Landing Page, Marketing Message, Point, Point Trigger, Segment, Stage, and Text message. |
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The list of assignable item types (Asset, Campaign, Company, Dynamic Content, Email, Focus Item, Form, Landing Page, Marketing Message, Point, Point Trigger, Segment, Stage, Text message) comes from the entity types that use ProjectTrait and are discovered by ProjectEntityLoaderService in the 7.1 ProjectBundle.
| To create a Project, select New, then give it a name and an optional description. Each Project name must be unique. If you enter a name that's already in use, Mautic displays 'A project with this name already exists.' and asks you to choose another. | ||
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| To delete one or more Projects, select them in the list and choose Delete. Deleting a Project removes the references to it from every assigned item, but it doesn't delete the items themselves. | ||
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The unique-name requirement and the exact message 'A project with this name already exists.' come from validators.ini (project.name.already.exists) in the 7.1 ProjectBundle; this friendly validator exists in 7.1 (Validator/UniqueName) but not in 7.0.
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| Use the ``project`` search command to filter any supported list down to the items in a Project. In the search box, enter ``project:name`` to show only the items assigned to that Project. For example, ``project:"Summer Launch"`` returns every item assigned to the 'Summer Launch' Project. |
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UI labels 'Hit enter to create', 'Add new to project', 'Remove from project', the Projects menu item, and the project search command (mautic.project.searchcommand.name) are taken verbatim from messages.ini in the 7.1 ProjectBundle.
Source: https://github.com/mautic/mautic/blob/7.1/app/bundles/ProjectBundle/Translations/en_US/messages.ini
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Adds a new Projects overview page documenting the Mautic Projects feature for the 7.1 branch: what Projects are, creating/managing/deleting Projects (including the duplicate-name check added in 7.1), the two ways to assign items, the assignable item types, the
project:search command, and the Project permission set including the Associate permission. Registers the page in the docs toctree after Categories.Trigger Events
Tip: Filter the Dashboard by labels or assignees to focus on what matters to you 🔎