All Projects View

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

You can access the All Projects Dashboard by clicking Projects in the account level menu.

Project Cards

Each project comes with its own "card". In the example 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 drop-down menu in its lower right corner containing four items that are used for managing it: SettingsDuplicate, Archive, and Delete.

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

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 project. 

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

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 over deleting 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 a percentage overview of its assignment workflow statuses.

Aside from the project cards, there's also a number of other tools 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. 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 while on this page 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

At the bottom of all of your active projects, there will be a button called "Show archived projects" present if you have at least one archived project. 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.

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 on this page depending on the permissions they have.

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 Dashboard we had in the earlier example:

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

Learn more about roles and permissions or dive deeper and completely learn what every permission does.