Skip to main content
Your Projects Dashboard - Demo

Use search and filters to easily navigate your projects' dashboard.

Updated over 2 months ago

As a user of our platform, your Projects dashboard serves as the central hub for managing and organizing all the projects created using your account. In this detailed tutorial, we'll walk you through the various features and functionalities of the Projects dashboard, helping you to efficiently navigate and manage your projects with ease.

Step 1: Accessing Your Projects Dashboard

Upon logging into your account, you'll be directed to your Projects dashboard. This is where all the projects associated with your account are displayed, providing you with a comprehensive overview of your work.

Step 2: Understanding Project Thumbnails

Each project on your dashboard is represented by a thumbnail, which contains essential information about the project. Let's break down the components of a project thumbnail:

  • Project Title: The title of the project is prominently displayed on the thumbnail, allowing you to quickly identify each project.

  • Submission Date: Below the project title, you'll find the date when the project was submitted, helping you keep track of the timeline.

  • Project Type Icon: A small icon on the thumbnail indicates the type of project, such as a video, image, or text-based project, making it easy to distinguish between different project types at a glance.

Step 3: Managing Project Briefs and Drafts

The Projects dashboard provides convenient options for managing your project briefs and drafts. To access these options, locate the ellipsis menu (three dots) on the project thumbnail.

  • Duplicating Project Briefs: If you want to reuse a project brief as a template for a new project, simply click on the ellipsis menu and select "Duplicate." This action will create a copy of the project brief, saving you time and effort when starting similar projects in the future.

  • Deleting Drafts: If you have any draft projects that you no longer require, you can easily remove them from your dashboard. Click on the ellipsis menu and choose the "Delete" option. Confirm your action, and the draft will be permanently deleted, helping you maintain a clutter-free workspace.

Step 4: Sorting and Filtering Projects

To help you find specific projects quickly, the Projects dashboard offers powerful sorting and filtering options located at the top of the screen.

  • Sorting by Personal Involvement: If you want to view only the projects you're personally working on, simply select the appropriate option from the dropdown menu. This feature is particularly useful when collaborating with a team, as it allows you to focus on your own tasks and responsibilities.

  • Filtering by Brand: If your account manages projects for multiple brands, you can use the brand filter to display projects specific to a particular brand. Select the desired brand from the dropdown menu, and the dashboard will update to show only the relevant projects.

  • Searching by Project Name: When you need to locate a specific project by its name, utilize the search bar at the top of the screen. Type in the project name or keywords, and the dashboard will dynamically filter the results to match your search query.

Step 5: Customizing the View Layout

The Projects dashboard offers flexibility in how you prefer to view your projects. You can choose between two layout options:

  • Grid Layout: The default view displays projects in a grid format, providing a visual overview of your projects. This layout is ideal when you want to quickly scan through your projects and identify them based on their thumbnails.

  • List Layout: If you prefer a more detailed view, you can switch to the list layout. In this view, projects are displayed in a list format, showing additional information such as project status, assigned team members, and due dates. This layout is particularly useful when you need to review project details at a glance.

By following this comprehensive guide, you should now have a solid understanding of how to navigate and utilize the various features of your Projects dashboard. From understanding project thumbnails and managing briefs to sorting, filtering, and customizing your view, the Projects dashboard empowers you to efficiently manage your projects and streamline your workflow.

If you have any further questions or require assistance, don't hesitate to reach out to our support team, who are always ready to help you make the most of our platform.

Did this answer your question?