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Right Click Options on a Project

This article helps you understand available right-click options on a project in the 'Projects' tab.

Updated over 2 weeks ago

  1. View Project Information - To apply the selected project to the project filter and view its dashboard.

  2. Edit Project Information - To edit the configuration of the selected project.

  3. Save Workspace As Template - To save the structure of the selected project as a new project template.

  4. Mark As Favourite / Remove As Favourite - To mark the selected project as a favourite or remove it from the favourite project list.

  5. Roles & Users

    1. User Roles and Access - To define user roles and access in the selected project.

    2. Role Privileges - To assign privileges based on roles created in the selected project.

    3. App Permissions - To assign form permissions based on roles created in the selected project.

    4. Add User - To add users to the selected project.

  6. Apps

    1. Add App - To create a new form template in the selected project using Asite AppBuilder.

    2. App Templates - To add standard (ready-to-use) templates to the selected project.

    3. Edit App Settings - To edit the configuration of existing form types on the selected project and make them active or inactive as and when needed.

  7. Settings

    1. Configurable Attributes - To manage configurable attributes on the selected project.

    2. App Statuses - To manage form statuses on the selected project.

    3. File Statuses - To manage file statuses on the selected project.

    4. Purpose of Issues - To manage the purpose of issues on the selected project.

    5. Distribution Groups - To manage distribution groups on the selected project.

    6. Project Mailbox - To manage mailboxes on the selected project.

  8. Access History - To view the access history of the selected project.

  9. Working Calendar - To view the working calendar of the selected project.



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