Click on a relevant link below to understand navigation in the 'Projects' area on Asite:
Projects Listing - Thumb View
Clicking the 'Projects' tab, you can view all projects accessible to you. The thumbnail image of the project enables you to identify it visually.
From a listing area, click the 
icon to switch to thumb view as and when required. Accordingly, if you are in a thumb view, click the 
icon to switch to the list view as needed.
The project filter applied to the dashboard view gets retained when navigating to the 'Projects' tab.
Mouse over the project thumbnail to view related information, including the number of files published, the last published date, workspace administrator names, and the project name.
By clicking the project thumbnail, the selected project is applied to the project filter, and information about only that project is displayed across all available tabs (until the project filter is changed next time).
Project Settings - When you mouse over the thumb image of a project, it displays some options as icons. Clicking the 'gear' icon displays various options related to the selected project.
Click a relevant link below to access its detailed help:
Title | Description |
To edit the existing configuration of the selected project. | |
To save the structure of the selected project as a new project template. | |
To create new roles and assign them to users, organisations, and user groups in your selected project. | |
To assign privileges to a role configured in the selected project. | |
To assign permissions to a form type configured in the selected project. | |
To add users to the selected project. | |
To set up custom attributes and attribute sets in the selected project. | |
To set up new form statuses and assign users, organisations, and user groups in the selected project. | |
To set up new file statuses and assign users, organisations, and user groups in the selected project. | |
| To set up new & edit existing purposes of issuing files in the selected project. |
To set up new & edit existing mailboxes in the selected project. | |
To add the Asite standard form templates to the selected project. | |
To set up a new form template using Asite AppBuilder in the selected project. | |
To set up the forms assigned in the selected project. | |
To create new & edit existing distribution groups in the selected project. |
Projects Listing - Detailed View
The project's list view contains the metadata columns, which are dynamically based on the columns you have configured for display.
It lets you right-click on the project name and access its functionality directly.
To understand the different right-click options in the 'Projects' tab, click here.
Click here to learn about the search and filter options in the 'Projects' tab.
Mark / Remove Project as Favourite
Any project already marked as your favourite project will show with the 
(star filled with yellow) icon. Any new project you create gets marked as your favourite project by default.
In the project list view, choose the right-click option 'Mark As Favourite' to mark all selected projects as your favourite. In the project thumbnail view, click the 
(star with no colour fill) to mark the chosen project as your favourite. Once clicked, the icon will change to the (star filled with yellow) icon.
To remove all selected projects from your favourites while in the list view, choose the right-click option 'Remove As Favourite'. In the thumbnail view, click the (star filled with yellow) icon on the project thumbnail to remove that particular project from your favourites. Once clicked, the icon will change to the (star with no colour) icon. This means it is no longer your favourite project.
Check: FAQs
Related Articles: Add a Project, Edit a Project
Next Article: Links in Projects Listing