Understanding and Utilizing the Projects Application
The Projects application functions as an asset management and analytics tool for your organization. While even sub-accounts can use the Sites and Analytics apps for their operations, the Projects app provides comprehensive overviews and detailed analyses for all your clients in a single location.
Accessing the Projects Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Projects’.
Navigating the Projects App
Upon tapping on the Projects icon, the Analytics tab is your first stop. This default page will appear familiar if you have previously used our independent Analytics software.
The Analytics app focuses on your overall company and website analytics, whereas the Projects software tracks analytics for all your sub-accounts. Each time a fulfillment service is bought, the corresponding analytics for the service are automatically updated in your Projects app for the specific client.
On the page's left-hand side, you will notice a column listing all your sub-accounts. You can utilize the search bar atop the column to locate specific clients. Selecting a sub-account name prompts the analytics page to refresh with the client’s available analytics data.
The remaining part of this tab functions as a dashboard for the chosen sub-account’s analytics. By default, you will be viewing the Overview.
In-depth analytics can be accessed through tabs at the page's top or by clicking the View More button next to each service in the Overview.
Each tab's appearance varies according to the nature of the service. Additional services, if available, can be found by clicking on the arrow marker beside your analytics tabs.
You can also view analytics for specific date ranges using the calendar in the page's top-right corner. You can either use pre-defined periods for quick customization or select a custom range by choosing your start and end dates with two mouse clicks.
We've created separate help articles for each analytics tool to guide you on integration, navigation, and customization.
The Forms tab closely mirrors the Forms software. It tracks completed forms and pending requests, with the leftmost column listing all your sub-accounts.
For example, when you select a sub-account, you can review all form submissions and pending requests for that client. New clients will need to complete new onboarding documents each time a new fulfillment service is bought. You can switch between Pending Requests and Submissions in the top-right corner.
You can also search for a specific form using the search bar. The forms will populate in a table under the relevant tab.
You'll be able to review the form name and other relevant details such as names, businesses, emails, and phone numbers.
If you're familiar with the Sites software, this tab will seem familiar. Each Projects tab offers similar functionality to their corresponding applications, but only for sub-account tracking.
The Website tab enables you to monitor website analytics per sub-account. Selecting a sub-account from the left column updates the preview with the chosen client’s website.
The main part of the page shows active previews of the client’s website on desktop, tablet, and mobile. You can view website statistics including published status, SSL Certificate status, domain connection status, website ID, total views, form submissions, click-to-call and map clicks counts.
Buttons in the page's top-right corner allow you to preview or edit the website. Advanced analytics, including total visits, views by browser and OS, visits by country, form responses, and more, can be accessed by clicking Advanced Analytics.
A custom date range can be chosen using the calendar feature beside the Advanced Analytics button.
This tab allows you to manage files associated with each sub-account. All your current files will be listed by date in the page's center.
You can preview, rename, download, or delete files within this tab. Uploading new files is as simple as clicking the 'Upload File' button in the page's top-right corner and following the prompts.
You can search for specific files using the search bar at the page's top. The file types currently allowed include images, text, video, audio, and certain application files.
The final tab lets you create custom notebooks for each sub-account, useful for reminders, login credentials, or any other pertinent information.
Like file uploads, notebooks are listed by creation date. Notebooks can be viewed, edited, and searched at any time.
To add a notebook, click on the '+ Add Notebook' button at the page's top, input a title and description, enter notes using the text editor, and click Create.
Navigate to Your Contacts
While using Projects, a button allowing swift transitions between Projects and Contacts is provided in the top-right corner for easy access to the client's business contact record.
When you're done editing your business contact record, click on 'Back to Projects' in the top-left corner to return.