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Create a project

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7 min readUpdated

Create a project

A project is the documentation workspace you create from a repository or without a repository. Use the project-creation wizard to choose the documentation types you want to produce.

If you need to…Go to
Open the creation surfaceOpen the project-creation surface
Check the fields and wizard stagesRecognize the wizard stages and fields
Enter details and choose documentationEnter project details and choose documentation
Choose a repository route or providerChoose repository access
Resolve a message or blocked actionWhen creation or generation goes wrong
Continue after generationContinue after the project is created
Understand the project areaProjects overview
Configure a created projectManage project settings
Follow generation stagesDocumentation generation lifecycle
The initial project-creation screen with the repository choices and the option to continue without a repository.

Before you start

Prerequisites

Have the information that matches the route you plan to use.

Have this readyWhy it matters here
A GitHub, GitLab, or Bitbucket repository URLThe wizard accepts these repository types on the initial screen.
A project name and URL-friendly slugThe project details route requires both values before you continue.
The branch to useA repository route requires a non-blank branch before you continue.
Provider or repository credentialsThe Authentication tab can require Username / Token Name and Password / Access Token when repository access needs authentication.
Optional source pathsFrontend Path and Backend Path help describe the codebase structure.
Optional screenshot detailsSite URL, Login URL, Site Email, and Site Password configure screenshot access.
At least one enabled documentation typeGenerate Documentation → is unavailable until a type is selected.

Open the project-creation surface

Use this procedure when you are starting a new project from the Projects area.

Prerequisites

  • You know whether you are using a repository or continuing without one.

Steps

  1. Open Projects.
  2. Select New project.
  3. On the new-project screen, review the repository choices and choose the route that matches your starting point:
If you want to…Select
Start with a repository URLGet Started →
Use a connected GitHub accountGitHubConnected
Use GitLabGitLab
Use BitbucketBitbucket
Continue without a repositoryCreate without a repository

Opening the new-project route starts a fresh wizard and clears the selected project and saved wizard state.

Result: The wizard remains on the initial screen until you select a repository route or Create without a repository.

Recognize the wizard stages and fields

The project-creation wizard is a sequence of repository access, project details, documentation types, and generation stages. The fields and actions change with the route you choose.

Stage or routeWhat you can use there
Initial repository choiceGet Started →, GitHubConnected, GitLab, Bitbucket, or Create without a repository
AuthenticationUsername / Token Name, Password / Access Token, Test Connection, and provider OAuth controls when authentication is required
ConfigurationProject Name, Slug, Branch, Frontend Path, Backend Path, Site URL, Login URL, Site Email, and Site Password
Branch pickerBranch search, Cancel, and Select Branch
Repository browserRepository search, repository selection, filters, Retry, Back, and Continue →
Documentation typesSelect All, Deselect All, User Guides, Technical Docs, API Reference, Support Bot, Back, and Generate Documentation →
GenerationProgress, generation status, and completion destinations such as Go to Project, View Documentation, and View Technical Docs

The Configuration tab is always available. Authentication is the repository-access step, and its tab appears when a repository needs authentication. When a repository is present, Branch must contain a value. The project details route also requires non-blank Project Name and Slug before Continue becomes available.

The live initial screen has no labelled form fields or password field. Begin with the repository choice, then use the fields that appear on the route you select.

Result: You know which stage you are entering and which fields and actions belong to that stage.

Enter project details and choose documentation

Use this procedure after you have chosen a repository route, or after you have selected Create without a repository.

Prerequisites

  • You have a project name and slug.
  • If you are using a repository, you have selected or entered its branch.

Steps

  1. In Project Name, enter the name for the project when the field is shown.

  2. In Slug, enter the URL-friendly identifier when the field is shown.

  3. In Branch, enter the branch to use when a repository is present.

  4. Enter optional project details:

    If you want to provide…Enter it in…
    A frontend source locationFrontend Path
    A backend source locationBackend Path
    The application addressSite URL
    The sign-in addressLogin URL
    The sign-in emailSite Email
    The sign-in passwordSite Password
  5. Select Continue →.

  6. Choose documentation types:

ChoiceStatus and action
User GuidesEnabled; select it to include user guides.
Technical DocsEnabled; select it to include technical documentation.
API ReferenceEnabled; select it to include an API reference.
Support BotUnavailable; it is shown with Soon.
All enabled typesSelect Select All.
All currently selected enabled typesSelect Deselect All.
  1. Select Generate Documentation →.

Result: The project is created and the wizard moves to the generation stage.

Choose repository access

Use this procedure when your project uses a repository.

Prerequisites

  • You have a supported GitHub, GitLab, or Bitbucket repository route.
  • You have provider access or repository credentials when the repository requires authentication.

Steps

  1. Choose one repository route:

    If you want to…Action
    Use a repository URLEnter the URL, then select Get Started →.
    Browse a connected providerSelect GitHubConnected, GitLab, or Bitbucket.
    Skip repository accessSelect Create without a repository.
  2. If the selected provider is not connected, select Authorize GitHub, Authorize GitLab, or Authorize Bitbucket.

  3. If repository credentials are requested, enter Username / Token Name.

  4. Enter Password / Access Token.

  5. Select Test Connection.

  6. Select Configure to continue to project configuration.

  7. Search for a repository in the repository browser.

  8. Select a repository.

  9. Choose a branch:

    If you want to…Action
    Enter a branch directlySelect Continue →, then enter it in Branch.
    Choose from the branch listSelect Select Another Branch, search for and select the branch, then select Select Branch and Continue →.

Select Back to return from the repository browser to the previous wizard stage.

Result: The selected repository and branch are available to the project configuration route.

When creation or generation goes wrong

Use the message on screen to choose the matching correction.

MessageWhat to do
Please enter a valid GitHub, GitLab, or Bitbucket repository URLEnter a supported repository URL.
Please select or enter a branch to continueEnter a branch or use Select Another Branch.
Connection successfulContinue with project configuration.
Connection test failed — check your credentialsReview Username / Token Name and Password / Access Token, then select Test Connection again.
Failed to load branches. You may not have access to this repository.Check repository access and try the branch picker again.
Failed to load repositories. Please try again.Select Retry.
No repositories found. Try a different search.Change the repository search.
Popup was blocked. Please allow popups for this site.Allow pop-ups for the site, then start provider authorization again.
Authorization was not completed. Please try again.Start provider authorization again.
Failed to verify connection. Please try again.Try provider authorization again.
Failed to start authorization. Please try again.Try provider authorization again.
Failed to start generationSelect Retry when it is available.
Generation failedSelect Retry.
Generation was cancelledSelect Retry.
Project CreatedSelect Go to Project or Try Different Settings.
Documentation Ready!Continue with the available documentation destinations.

If the project slug conflicts with an existing project, the wizard retries with a generated suffix.

Continue after the project is created

When the selected generation work completes, the generation stage is the hand-off to the created project and its documentation destinations.

Prerequisites

  • The project has been created.
  • The selected documentation work has reached its completion screen.

Steps

  1. Review the completion heading Documentation Ready!.

  2. Choose the destination that matches your next task:

    If you want to…Select
    Open the created project's documentationView Documentation
    Open technical documentation after selecting Technical Docs or API ReferenceView Technical Docs
    Open the created projectGo to Project
  3. For project-level configuration, continue with Manage project settings.

  4. For generation stages and status transitions, continue with Documentation generation lifecycle.

  5. For the project area and its related surfaces, continue with Projects overview.

The generation stage starts the selected documentation jobs and shows their progress.

Result: The created project or one of its documentation destinations is open, and the selected documentation jobs are running or showing their progress.

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Create a project — Atloria (self dogfood)