# project-launch-workflow-20240801 To launch a project, it has to get into **Airtable**, **Slack**, and **Google Drive**. ## Airtable You'll be using the [ll-central-hub](https://airtable.com/app0UMi0vIUgRP7Os/tblx81ROYJWAqmNZ7/viw374gQ1uWbKgcLW?blocks=hide) airtable base. ### In the 'Metaprojects' table * **Create a new metaproject** or **find an existing project** that makes sense. * If creating a new metaproject, fill out: * **MetaprojectId** (can have spaces) * **Abbreviation** (cannot have spaces) * **Title** (for courses: course title) * **MetaprojectType** * Click the plus sign in the **Projects** linked record field to add a new project. ### In your new project record * Fill out the following fields: * **Title** (e.g., Faculty Consultation, Infographic Workshop, etc.) * **ProjectAbbreviation** (no spaces) * **Type** * **_COURSES**: - Go to https://courses.my.harvard.edu/ and search the course. Then, click open the course. Next, find the "Course ID" (it's the set of numbers to the **right** of the class number, above the course description). - Go to [Bok.Courses](https://airtable.com/appdWbqCfObpxHg8J/tblCV2OqylR5BuV7y/viwYsnGhfJgo8tzoR?blocks=hide) base airtable. - Open the **Extensions** tab and then the **Course Searcher**. - Search for the course by course ID and click the right course to add it to Airtable. - Next, finish filling out the record you just created: - For **BokClient** - add "LL". - Add **BokWhitepages** - add the instructor. - If the person doesn't show up, go to the [Bok.People](https://airtable.com/appVSO1v0pAQK0DaY/tblHHIxX7kUzdahma/viw462RVFPIRzwTnh?blocks=hide) airtable base. First search to see if the person is there already and just needs to have "LL" added to the **BokClient field**. If they don't exist yet at all, please add a new person record.* - Add **Curriculum Units**. - Add **Enrollment** (sometimes visible in the [my.harvard course pop-up](https://courses.my.harvard.edu/) or via the [the registrar](https://registrar.fas.harvard.edu/archive)). * Now that you've added the course to Bok.Courses, go back to the Project record you were working on and link it in the **_COURSE** field. * Add the **Term** when the project is happening. * Add **TemporalFocusStatus**. * Add **Context** (similar to **MetaprojectType**). * Add clients, either **primary** or **additional**. - If they don't come up, please first add via the [Bok.People](https://airtable.com/appVSO1v0pAQK0DaY/tblHHIxX7kUzdahma/viw462RVFPIRzwTnh?blocks=hide) airtable base (either adding "LL" to "BokClient" if they are in there already, or adding a new record). Then, add them as Client (and link their Bok.People record) in the ll-central-hub. - For **ProjectFolder**: - Go to [LL Projects on G-Drive](https://drive.google.com/drive/folders/1z-7U7xUWP73HhQ7QFw5-d7IFsk7FSFot) and create a project folder. - Drop the regular (non-public) link in the Project Folder field. - For **SlackChannelId**: - Link to the project channel. If one doesn't exist, create in slack and add it as a record in the SlackChannelIds table. (For AY 24-25, we are making new project channels for each project. Project channels from previous years should be renamed to include "z" and then archived.) - Fill out as many additional fields as possible. *To add a new person record to [Bok.People](https://airtable.com/appVSO1v0pAQK0DaY/tblHHIxX7kUzdahma/viw462RVFPIRzwTnh?blocks=hide), start by using the "Person Search (enter search terms)" extension. Then, add their HU ID to a new record. Add "LL" as client, and their first name, last name, email, and linked records for units, ranks, and school. ## Slack When creating a new slack channel for a project: * invite the relevant LL people. * In the bookmarks bar, we want to add the most essential links to the project. For projects not associated with courses, this may vary. But for courses, this is typically: - Link to the G-Drive project folder. - Canvas Site - Notes docs ## Google Calendar When creating events for projects, please add them to `ll-plan` and any relevant room calendars. Just a reminder - `ll-plan` should be used if an event checks any of the following: * things that might involve a number of us * things that might involve space * things that we might want to report on