All Projects
Every project you create is saved to the All Projects tab of My Workspaces.
- To select a project, click the check box at the top of the project folder.
- To open a project, click anywhere on the project folder.
- To select all projects on the All Projects tab, click Select All. Click Clear All to clear your selections.
- To delete projects, first select the ones you want to delete, and then click Actions > Delete.
- To sort your projects, click the Sort bymenu, and then click one of the following:
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Title
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Newest on the top
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Oldest on the top
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Last modified by me
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- To change the number of projects shown, click a number next to Results per page. To view more pages, use the page navigator at the bottom of the page:
To create a new project
- Click Create a New Project.
- Type a Title for the project.
- Type a Description for the project.
- To display the project on the dashboard, select the Display on Home Page check box.
Exporting projects to a file
To export projects to a file
- To select the projects that you want to export to a file, click the check boxes at the top of the project folders.
- Click Actions > Export.
- On the Export Results dialog box under Export to, click the file format that you want to use:
- Excel (.xlsx extension)
- Click Export.
Sending projects to other users
You can send one or more projects to other users via email.
Email projects
- To select the projects that you want to send to one or more users, click the check boxes at the top of the project folders.
- Click Actions > Send.
- Complete the email form (From:, To:, Cc:, Subject:).
- Next to Encode as, click Excel (xlsx) or PDF to specify the format of the attachment that you are sending.
- (Optional) Under Message, type a message to recipients.
- Click Send.
Sharing projects with other users
To share projects
- Do one of the following:
- On the Sharing Permissions and Watch List Notifications dialog box, choose the sharing settings and notification settings that you want.
- Click Save.
