All accessible Projects can be viewed via the Projects tab.
NOTE: Project filters applied in the Dashboard view will remain active when switching to the Projects tab and navigating within it.
Switch Between List View and Thumbnail View
By default, Projects are displayed in List View.
To switch to Thumbnail View, select the Thumbnail View
icon.
NOTE: The displayed icon changes based on the current view.
List View
In List View, Projects are displayed with metadata columns (fields) that provide additional Project information. These columns are can only be customised in List View and are not available in Thumbnail View.
How Do I Customise Displayed Fields in List View?
From the Projects tab, click Customise (bottom-right).
In Available Fields, select the field to display.
Click the the right arrow to move the field to Selected Fields.
TIP: To remove a field from the displayed columns, select the field under Selected Fields and click the left arrow to move it back to Available Fields.
In Selected Fields, use the up and down arrows to arrange the display order.
Repeat these steps for each field that needs to be displayed.
Click Update.
NOTE: Only fields listed under Selected Fields are displayed in the Projects tab.
TIP: Multiple fields can be selected at once. On Mac, use Command or Shift. On Windows, use Ctrl or Shift.
How Do I Access Project Settings in List View?
Right-click a Project to access the available Project Settings in List View.
TIP: For detailed information about Project settings, see Project Settings.
Favourite Projects
Favourite Projects are identified by a star
icon.
How Do I Add a Project to Favourites?
How Do I Remove a Project From Favourites?
NOTE: Projects created by the current user are automatically added to favourites.
TIP: Favourite status can also be managed directly from the Favourite column by selecting the star
icon.
Thumbnail View
Thumbnail View provides a visual representation of each Project.
Hover over a Project thumbnail to view:
Project Name
Administrator(s)
Number of Files
Last Published Date
NOTE: To display Project details in Thumbnail View, the Files, Tags, and Last File Uploaded fields must be included in Selected Fields.
How Do I Access Project Settings in Thumbnail View?
TIP: For detailed information about Project settings, see Project Settings.
Favourited Projects
Favourite Projects are identified by a star
icon.
How Do I Add a Project to Favourites?
How Do I Remove a Project From Favourites?
Project Settings
Project Settings provide access to Project configuration and administration options.
Title | Description |
Edit the configuration settings of the selected Project. | |
Save the current Project structure as a reusable Template for future Projects. | |
Create roles and assign users, organisations, or user groups to them within the Project. | |
Define the actions available to each role by assigning privileges. | |
Configure permissions for each Form type used in the Project. | |
Add users to the selected Project. | |
Assign another user to act on behalf of a user when unavailable. | |
Create and manage custom Project Attributes and Attribute Sets. | |
Define custom statuses for Forms and assign them to users, organisations, or groups. | |
Create and assign statuses for Files within the Project. | |
Add or edit reasons for issuing files in the Project. | |
Add and manage Project mailboxes. | |
Add standard Asite Form Templates to the Project. | |
Create a new Form Template using Asite AppBuilder. | |
Configure settings for Forms already assigned to the Project. | |
Create or edit distribution groups within the Project. |
Check: FAQs
Related Articles: Add a Project, Edit a Project




















