Hitchhiker’s Guide to Notable

Navigate the Guide

Projects

Projects are a great way to organize a variety of work in one place and share it with a group of collaborators.

You can access your projects in three ways:

  1. On the dashboard. Your most active projects will appear on your dashboard and are sorted by most recent activity.
  2. In the topbar dropdown. Here you can access all of your projects, with the most recently updated projects first.
  3. On the Projects page. Access this page by clicking on the Projects link in the top bar. Here, you can view projects created by you in My Projects as well as all of the projects you have access to in All Projects.

Creating a project

You can create a project and start organizing your work in less than a minute! The fastest way to create a project is to hover over Projects in the top nav and click on Create a Project.

Find projects in the top nav

Next, give your project a unique title and a short description that will help you differentiate this project from others. You can also add some personality to your project by adding a cover image. You can change all of this info later on, too by choosing Edit Project under the Other Stuff menu.

Annotations Notaball!
Notable tip!

A good description will capture the purpose and timeline of the project.

Create a new project

Then, choose a process template, if that’s needed for your project, and click Create.

That’s it – you’re all set!


Process templates

Process templates allow you to show how your design work fits in context of a design process. When you create a project, you can choose a process template from a dropdown. Once you create a project, it’s not possible to switch to a different process template.

No template

Not all projects need to highlight the design process. A project without a process just allows you to keep all related work in one place and share it with one set of collaborators.

Basic Process

Basic process template covers key phases of product design: discover, ideate, prototype, build. This is a great place to start framing projects and showing the evolution of your design work.

ZURB Process

ZURB process template has been developed through years of product design consulting and shows how ZURB works through product design problems.

ZURB Design Process

Learn more about ZURB design process here.

Custom process

We’ve also made it easy to create custom process templates directly in Notable. Choose Process Templates under Projects in the top bar menu. Here you can see custom process templates created by you or anyone on your team. Then click on Create Template to assemble a new template.

Start by giving your template a unique title, something your team can recognize in the future. You can create a template of up to 5 phases with any number of deliverables for each phase. Use 6-digit HEX values to give each phase its own color. Make it pop!

Customize a process template

In create or edit mode for your custom templates, you can:

  • Change titles of your phases
  • Change titles of your deliverables
  • Reorganize order of phases
  • Reorganize order of deliverables
Annotations Notaball!
Notable tip!

Use markdown **bold** or _italic_ to give some deliverables more emphasis.

To see how your template will look in a project, click Preview Template. Once you’re happy with your custom process template, save it and start using it in projects. Your template will be available in the process dropdown when you create your next project!

Use a custom template in a new project

Project assets

For projects that use a process template, you can view all assets associated with that project in Project Assets tab. You can create new work directly in the project or import existing work into the project. You can also delete, archive, or move work out of the project.

To create work in a project, use the Create dropdown menu to start creating new work. The work you create here will automatically be associated with the project and will appear in your project assets.

To move work into a project:

  • In a project, import posts. Click Import Posts, then filter and select the work you want to import into your project.

    Import assets into a project
  • On your dashboard, move posts into a project. Click on Move button on your dashboard, then select posts you’d like to move into a project. Click on Move again to choose the destination.

    Posts that are in projects have the project title stated on their dashboard tile.

    See what projects your assets belong to

Closing projects

You can close inactive projects by archiving it. Find Archive Project in Other Stuff. Don’t worry, you can unarchive projects anytime too!

You can also continue accessing archived projects in Projects tab by selecting the Show archived checkbox.