Project Page Functions
Your Project Page grants you access to essential ProjectDeck functionality, including:
- Ellipsis Context Menu
- Rename Project
- View Project Team
- Delete Project
- Add a Team Member
- Grid Search
- New Form
- New Template
The locations of these functions are highlighted in the following image:
Let’s look further into each of these functions.
Ellipsis Menu Functions
Rename Project
Permissions: The Project Admin role can rename projects from this menu.
Clicking the Rename menu item will open the Rename Project control. You can enter a new project name and confirm or cancel the process to retain the current name.
View Project Team
Permissions: All project user and admin roles can view the project team. Project Admin roles can assign new team members and project roles to any project team. Project Manager roles can assign new team members and project roles to their project teams only.
You can click on the View Team menu item to open the Project Team Page.
You can view the Project Team Page in either card or grid view, toggleable using the control in the top right of the page.
Each project team record displays the team member’s name, email address, and profile image. Users can modify this data in their My Details page. The status of the user as having a paid seat is also listed. A seat is required for assigning Project Manager or Project Member roles and may be allocated by the User Admin in the Manage Team Page.
Each team member is associated with a project role that may be amended by the Project Admin (for all roles) or the Project Manager (for Project Members and Project Reader roles only).
Clicking the Invite Members button will open the assign team control, allowing the Project Admin or Project Manager to invite subscription users to the project and assign or remove roles. Click Assign to complete the action or Close to cancel the action without effect.
Delete Project
Permissions: The Project Admin can delete a project.
Click on the Delete Project menu item to open the delete project control.
Click to Confirm or Cancel your deletion from this control.
Add A Team Member
Permissions: The Project Admin or Project Manager roles can add a team member.
Click the Add a Team Member icon to directly access the assign team control, allowing the Project Admin or Project Manager to invite subscription users to the project and assign or remove roles.
Click Assign to complete the action or Close to cancel the action without effect.
Grid Search
Permissions: All Project Roles and Admin Roles may use the search function.
The grid search function empowers you to search all data in the All Forms Tab or Collections grids. It’s a powerful tool, and often the quickest way to access the specific project or lifecycle you need. The ProjectDeck Grid filters down to rows containing the searched term.
New Form
Permissions: The Project Manager or Project Member roles can create new forms.
Click the New Form button to access the new form control.
Use the ProjectDeck Grid controls to locate the desired template, then select it by clicking the radio button. Confirm your choice by clicking the Use Template button or click Cancel to cancel the action without effect. If you click Use Template a new form page will open, allowing you to use and edit the form. The Forms Introduction help guide provides more information.
Note: New forms will only be added to the project after saving changes for the first time.
New Template
Permissions: The Project Manager or Project Member roles can create new templates.
Click the New Template button to access the Template Designer.
In the Template Designer, you can create a new template and save it to the Template Library for future use. Alternatively, you may click the Deploy button within the Template Designer to deploy the template to your project for immediate use.
