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

in the upper-right corner.
-
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
in the upper-right corner.
-
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
.
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

in the upper-right corner.
-
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

in the upper-right corner of a project card.
-
Select
Edit
in the project details page.
-
Change the
Project Status
to
Archive
.
-
Click
Update
.
Modify project settings
You can modify the project settings right from the projects page.
-
Navigate to
Projects.
-
Select a project card in
Projects
.
-
Click

in the upper-right corner.
-
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
in the top panel.
-
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.