Projects

What are Projects?
Projects hold all of your floors, spaces, items, and options. Projects have their own team, which usually consists of everyone in the enterprise. They can a...
Fri, 1 Jun, 2018 at 4:17 PM
Project Overview
On Desktop:  The Project Overview can be accessed by clicking on the Overview header (boxed in black) at the top of the screen: This section gi...
Fri, 1 Jun, 2018 at 4:17 PM
How to Create a Project
On Desktop: Select the drop-down menu at the top of the page (boxed in black) Click Create New Project On Mobile: Go to More in the bottom rig...
Fri, 1 Jun, 2018 at 4:16 PM
How to Rename a Project
On Desktop: Click on Overview Make sure you're in the Summary tab Click on the Profile sub-tab Edit name in Project Name Click Update Project at t...
Fri, 1 Jun, 2018 at 4:18 PM
How to Update Project To-Dos
On Desktop: Click on Overview Click on To-Dos in the sidebar Edit To-Dos under the Project tab. This section is best for more general To-Dos pertaining ...
Fri, 1 Jun, 2018 at 4:18 PM
How to Update Project Notes
On Desktop: Click on Overview Click Notes Click on the Project tab and edit notes. This section is best for more general notes pertaining to the project...
Fri, 1 Jun, 2018 at 4:18 PM
How to Archive Projects/Access Archived Projects
Archiving a project is useful for when that project is no longer in focus, but you'd still like to keep it for future use. On Desktop: To archiv...
Fri, 1 Jun, 2018 at 4:19 PM