Manage project
You will be able to carry out the following actions based on your profile permissions. Click the
Permission Helper
at the bottom of the page to know your profile permissions.
View project details
-
Navigate to Projects .
-
Select a project card and click
.
-
Click Details .
-
View the details of the project.
Edit a project
-
Navigate to Projects .
-
Hover over the project card and click
-
Select Edit .
-
Update the Primary Information and view the users in your project.
-
Click Update .
You can also edit the project from the top navigation band. Click
Details
and edit the project details.
Delete a project
-
Navigate to Projects .
-
Hover over the project card and click
-
Select Delete to delete the project.
Restoration of deleted projects
Deleted projects can be restored from the recycle bin within 15 days.
-
Go to
Setup
and click
Recycle Bin
under
Data Administration.
-
Click the
Restore
button beside the project you'd like to restore
.
You can also permanently delete these projects from the Recycle Bin by clicking the trash icon beside the project name.
Search by projects
-
Navigate to Projects .
-
Click View by All drop down in the upper-left corner.
-
Enter the project name in the Search by Project field.
-
Select projects specific to any of the following categories: All , Favorites , Group , and Owner .
Add a project group
While creating a project, you select the group field and select the group name from the list. If you want to create a new group, just enter the group name in the field and select it. You can also edit the project group right from
Edit Project
screen. Click
in the project card, select
Edit
, click the
Group
dropdown, enter the group name, and click
Update
.
Edit project group
You can edit the project group in the All Project screen.
-
Select
View
by
Groups
from the
View
By
drop down.
-
Click
next to the group name.
-
Modify the group name and click
Save
.
Pin and unpin projects
The recent three projects are listed in the top band. Select
Other Actions
and click
Pin
. Now, the selected project is pinned in the top band and will not be removed even if you access a new project. All the pinned projects are identified with
.
Three in one function:
-
Unpin : Other Actions > Unpin
-
Close : Other Actions > Close
-
View Details : Other Actions > Details
You can pin your most frequently accessed two projects in your team.
View by projects
There are two different project views:
-
Navigate to Projects .
-
Click
in the upper-right corner.
-
Select either Active or Archive .
-
Active: Displays all the active projects in your team.
-
Archive: Displays all the completed projects in your team.
Only the Admin can access the archived projects. If the project is archived, the other users cannot view the project. They must contact the admin for permissions.
Reorder projects
You can reorder projects and project groups and view the project list the way you prefer.
-
Navigate to Projects
-
Select
-
Click Reorder .
-
Drag and drop the projects and groups or change their sequence number to swap.
-
Click Save or Reset .
-
Click
next to the project name and group to sort the projects and groups alphabetically.
Only Admin can reorder the projects in the team.
Archive projects
You can archive the completed projects and access them when you need it.
-
Navigate to Projects .
-
Click
-
Select Edit in the project details page.
-
Change the Project Status to Archive .
-
Click Update .
-
You cannot edit or delete an archived project.
Modify project settings
You can modify the project settings right from the projects page.
-
Navigate to Projects.
-
Select a project card in Projects .
-
Click
-
Click Settings .
You will be redirected to the project setup page and from there you can configure your project details.
Favorite projects
-
Navigate to Projects.
-
Pick a project.
-
Click the star icon in the left end of the project card to add the projects to your favorites.
Search projects and templates
You can now search for projects and templates easily using the all-new search option in the top panel.
-
Click
-
Enter the project or template name in the search box.
-
Click the project or template.
Note:
You should have a minimum of three projects in your team to view this search option.
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