All Projects View

The All Projects View (aka All Projects Dashboard) is where all your active projects are. This is also the first page you'll see after logging in. If you're already logged in and you're not already on this page, you can access it by clicking Projects in the account level menu.

Project Cards

On this page, every project comes with its own "card". In the image below, we have multiple cards representing different projects. The project's name is the card's name.

A project card comes with a brief overview of its respective project such as the last update time, the number of assigned users, and more.

Every card has its own Actions menu item found in the lower right corner. It containing four items that are used for managing its specific project: SettingsDuplicate, Archive, and Delete.

Clicking Settings will take you to that respective project's settings page. Learn more about project settings.

Clicking Duplicate will make a duplicate copy of a project. The duplicated project will have a prefix "(duplicate)" to indicate that it is a copy of an existing one. 

Clicking Archive will deactivate the project, making it inactive and hiding it from view.

Clicking Delete permanently deletes a project along with all of its data. Warning: you can't restore a deleted project, so be 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 assignment workflow statuses.

Aside from the project cards, there's also a number of other items on this page, which we'll discuss below.

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.  Simply type a project's name or any part of its name, click the search button, and it will return all projects containing the word(s) or characters you've typed in the search bar. Very useful if you have dozens of active projects. Keep in mind that the search results will not include archived projects.

Creating New Projects

Creating a new project can be achieved in two different ways. One is by clicking the Create new project button in the upper right area of the page and the other is by clicking the big plus (+) button in an empty card.

Viewing Archived Projects

If you have at least one archived project, there will be a button called "Show archived projects" at the bottom of all of your active projects. Clicking this reveals all of your archived projects.

Just like active project cards, each archived project card has its own Actions drop-down menu which contains tools that will let you either 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 View

Different roles will see different things on this page.

A user with an Admin role can see everything that is shown in the screenshots above. Editors, Writers, and other custom roles you may have will see varying items depending on their permissions.

By default, any other user roles apart from the Admin will only see the projects they're currently assigned to. They also won't have access to archived projects and will not have the ability to create or delete a project or alter its settings.

For example, this is how a user with the default Editor role will see the same All Projects View page we had in the earlier example:

Notice the limited project view and the lack of access to the majority of the items we've covered. You will also notice that the account level menu contains fewer items, which, in this case, only has the Projects, Feedback, and Help.

Next, why don't you learn more about roles and permissions or dive deeper and completely learn what every permission does.