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Projects Settings
Updated over a year ago

Note: Access to the Projects settings is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Accessing Your Projects Settings

1. Access Dashboard Settings:

Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.

2. Navigate to the Apps Tab:

At the top of the page, select the 'Apps' tab.

3. Select Projects:

From the column on the left, select 'Projects'.

Managing Projects Settings

The Projects settings enable you to select the default page you'd like displayed whenever you access the Projects application.

1. Set Default Page:

Click 'Edit' to reveal a dropdown menu, which allows you to select your preferred default page. Here, you can choose from the following options:

  • Analytics

  • Forms

  • Website

  • Files

  • Notebooks

2. Toggle Favicon:

Favicon is an optional feature that determines if an image is displayed next to your client names within the Projects application. To enable this feature, set the Favicon toggle to 'On'. Your client list will then appear with an image next to each name. If no images are uploaded for a client, a circle with an abbreviation of the client's name will appear instead.

If you want to disable this feature, set the Favicon toggle to 'Off'. This action will remove all images from your client list.

Note: Use the Favicon feature to easily differentiate between clients visually. Consider whether this feature supports your workflow before making changes.

3. Hide Inactive Projects:

The "Hide Inactive Projects" option allows you to manage the visibility of projects that do not have any active subscriptions in your sidebar list. To hide these projects, set the "Show/Hide" toggle to 'Hide'. This will remove all inactive projects from your sidebar list. If you wish to view these projects again, simply set the toggle back to 'Show'.

Note: Utilize the "Hide Inactive Projects" option to maintain a clean and focused sidebar list. Only active projects will be visible, enhancing the clarity of your workflow.

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