All Projects View

The All Projects page (aka "All Projects dashboard" or simply the Projects dashboard) is where all the projects you have access to are.

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 menu or All projects in the sidebar 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, accessed by clicking the three vertical dots next to the bookmark icon, used for managing the project: Settings, Duplicate, Archive, and Delete.

• "Settings" will take you to the project's settings page. Learn more about project settings.
• "Duplicate" creates 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" deactivates the project and hides it from view. You can view all archived projects under the "Show archived projects" button at the bottom of the page.
• "Delete" permanently deletes a project 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 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 the ones you frequently access. Bookmarking a project puts it at the top of the list, making it easier to access. If multiple projects are bookmarked, they will be arranged by creation time, with the most recent one appearing first. A bookmarked project will have its bookmark icon turn gold, as seen in the image below.

Search

In the upper-left corner of the page, there's a search bar that lets you quickly find a 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 corner of the page. A dialogue box will appear. Fill in the project's name and set assigned users, then click "create 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 lets you duplicate, restore, or permanently delete the archived project. Note that duplicating an archived project creates an active copy.

Different Roles, Different Views

Each role will see different things on the All Projects page depending on their permission set.

A user with an Admin role can see everything shown 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 user role other than Admin will only see the projects they're assigned to. They also won't have access to archived projects or the Actions menu.

That's all you need to know about the All Projects View page!

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