All Projects View

The All Projects View page (aka All Projects Dashboard or simply the Projects Dashboard) is where all your projects are. This is also the first page you'll see after logging in.

Users with the manage projects permission will be able to see all projects, even those they are not assigned to. In addition, they will be able to create, delete, or archive them.

If you're already logged in and you're not on this page, you can access it by clicking Projects in the account level menu.

Project Cards

On this page, a project is represented by a "card". A card displays a brief overview of the project such as the last activity, assigned users, and more.

Every card has an Actions menu used for managing the project: Settings, Duplicate, Archive, and Delete. You can access it by clicking the three vertical dots next to the bookmark icon.

• Settings will take you to the project's settings page. Learn more about project settings.
• Duplicate will make a duplicate copy of the project. Note that it will not copy its content and assigned users but it will copy categories, templates, and workflow settings. The duplicated project will have the prefix "(duplicate)", which you can easily rename. 
• Archive will deactivate the project and hide it from view. You can view all archived projects under the "Show archived projects" button.
• Delete permanently deletes a project together with all of its data. Warning: you can't restore a deleted project, so be extra careful when using this option! Archiving a project is almost always the better choice than deleting it unless you are absolutely sure that you no longer need the project and everything in it.

You can hover your mouse over the progress bar in a project card to see an overview of its workflow statuses.

If you have multiple projects, you may want to bookmark a few of them, especially the ones you most frequently access. Bookmarking a project will always put them first, allowing for easier access.

A bookmarked project will have its bookmark icon turn gold.

Search

In the upper left area of the page, there's a search bar that will help you quickly find a particular project you want to work on. Keep in mind that it excludes archived projects from the search.

Creating New Projects

Click the Create A New Project button in the upper right area of the page to create a new project.

Viewing Archived Projects

If you have at least one archived project, a "Show archived projects" button will appear at the bottom of the page. Click on it to display all archived projects.

Just like active project cards, each archived project card has an Actions menu that will let you duplicate, restore, or permanently delete the said archived project. Note that duplicating an archived project will make an active copy instead of another archived one.

Different Roles, Different Views

Different roles will see different things on the All Projects page.

A user with an Admin role can see everything that is demonstrated in the screenshots above. Editors, Writers, and other custom roles will see varying options depending on their permissions and which projects they're assigned to.

In addition, by default, any other user roles apart from the Admin will only see the projects they're assigned to. They also won't have access to archived projects and will not be able to access the Actions menu.

Next, why don't you learn more about roles and permissions or dive deeper and get a full understanding of every permission by reading the complete guide to permissions article?