Projects

Overview

Video walkthrough · 1:07Group work into projectsA container for related assignments, and one place to watch them

Walkthrough of “Overview”

A project groups related assignments so you can track them together — a site refit, a seasonal rollout, a run of compliance inspections. Instead of checking each assignment separately, you see the whole effort in one place.

A project is a container for assignments. It allows you to group related tasks, forms, and other work items together. By organizing assignments into projects, you can:

• Track Progress: See the overall status of an initiative at a glance.
• Stay Organized: Keep related assignments together and easy to find.
• Improve Reporting: Generate reports that cover all the assignments in a project.
• Streamline Workflows: Assign multiple tasks to a project at once.

Creating a Project

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1. Navigate to the Projects page from the main menu.
2. Click the + New Project button in the top right corner.
3. Enter a descriptive Project Name.
4. Click Save.

Viewing a Project

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Clicking on a project will take you to the Project Details view. This page provides a comprehensive overview of the project and its associated assignments.

Project Details View

The project details view shows a list of all the assignments that are part of the project. The list includes the following columns:

• Icons: Special icons may appear to the left of the assignment name:
  • A trigger icon indicates that the assignment was created by a trigger.
  • A repeat icon indicates that it is a recurring assignment.
• Name: The name of the assignment (from the form or task).
• Created: The date the assignment was created.
• Due: The due date for the assignment’s submissions.
• Progress: A progress bar showing the number of completed submissions out of the total.
• Status: A chip indicating whether the assignment is Active or Inactive.

From this view, you can also edit an assignment by clicking on the dots (…) next to it.

Adding Assignments to a Project

You can add an assignment to a project when you create or edit it. In the assignment settings, simply select the desired project from the Project dropdown menu.

Deleting a Project

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1. Navigate to the Projects page.
2. Click the dots (…) next to the project you want to delete.
3. Select Delete.
4. Confirm the action.

Note: Deleting a project does not delete the assignments within it. The assignments will simply be removed from the project and will still be accessible from the main Assignments page.