Project List Page

Create new project

Steps:

• Go to ‘Forms’ section of the left panel.

• Click ‘Add New’ button.

• In the ‘Form Settings’ section enter the form name and add content to be displayed once you open the project.

• Save the form.

• Go to the ‘Project list’ Page.

• Click on the + button on the header.

• ‘Create New Project’ page opens, where project data should be specified:

  • Title - any convenient name can be set (ex. Assessment)

  • Description - short description of the project (ex. Work Assessment)

  • Form - select one of the forms added to the ‘Forms’ section.

• Click ‘Submit’.

Edit project settings

• Click the pencil icon of the ‘Actions’ column for the proper project

Delete project

• Click the trash icon of the ‘Actions’ column for the proper project

  *The project will be deleted permanently

Open project

• Single click on a project opens project configuration

Add Project to favorites

• Clicking the star icon for a project will add it to a favorites list in the workspace navigation bar

• Clicking the favorite project redirects to the project configuration