Figma Guide

This is a step-by-step guide for Figma

18 Nov 2024 By Michael Parker

In this guide, we'll learn how to create a project in the new Figma setup. The process involves setting up a team, managing access permissions, and inviting necessary collaborators. This ensures that all stakeholders, including developers, project managers, and design leads, are involved from the start. We'll also cover how to create a design file for wireframes if needed.

Let's get started

In the new Figma setup, here's how to create a project: 1. Go to all workspaces. 2. Navigate to external projects. 3. Select new team. 4. Enter the client name and add a description. 5. Ensure the workplace is set to external projects. 6. Confirm who has access, specifically the CI web group, and set it to at least view. 7. Click continue.

Step #1: Double-click on "All workspaces" — Double-click on "All workspaces"

Step #2: Double-click here — Double-click here

Step #3: Click on "+ Team" — Click on "+ Team"

Type "Client Name"

Type "Description"

Step #7: Click on "Workspace" — Click on "Workspace"

Step #9: Click on "External Projects" — Click on "External Projects"

Step #10: Double-click on "CI Web Group" — Double-click on "CI Web Group"

Step #11: Click on "CI Web Group" — Click on "CI Web Group"

Step #13: Click on "Continue" — Click on "Continue"

Step #14: Click on "others by name or email" — Click on "others by name or email"

Always invite me, Michael Parker, at ciwebgroup.com, and then create the team.

Type "michaelparker@ciwebgroup.com + Enter"

Type "Backspace"

Step #17: Click on "Create team" — Click on "Create team"

After creating the team, set up the web project. The CI web group with access can view it. Then, click continue.

Step #18: Click on "+ New project" — Click on "+ New project"

Type "Web Project"

Step #20: Click on "CI Web Group" — Click on "CI Web Group"

Step #21: Click on "CI Web Group" — Click on "CI Web Group"

Step #22: Click on "● View" — Click on "● View"

Step #23: Click on "Continue" — Click on "Continue"

Always invite everyone necessary for the project: the developer, the PM, the web strategist, the design lead, the creative director, and anyone else who needs to be involved.

Step #24: Click on "Create project" — Click on "Create project"

Create the project. Here, you can create your design file to import if needed for the wireframes. That's it.

Step #25: Click on "+ Create new" — Click on "+ Create new"