Project Dashboard Overview

When you log into your account, the main dashboard is your starting point for managing projects, creating new content, and accessing various tools. Here's a step-by-step walkthrough of all the options available on your dashboard.

  1. Main Dashboard Overview
    Once you log in, you’ll be on the main dashboard. Clicking the dashboard button on the top left will always bring you back to this main view where you can find all of your projects.

  2. Click Create Project
    Choose Project Type:

    • Create Site

    • Create Membership

    • Create Funnel

  3. Manage Menu
    Hover over the Manage option to access tools for organizing and maintaining your assets:

    • Co-Projects

    • Archive

    • Integrations

    • Leads

    • Categories

    • Coupons

  4. Help and Support
    Click the Help icon to open the support and knowledge base in a new tab for guidance or troubleshooting assistance.

  5. Account Settings
    Click My Account to:

    • Update account and billing details

    • Upgrade your account

    • Change your password

    • Adjust app settings

  6. Viewing and Organizing Projects
    You can:

    • Toggle between thumbnail view and list view

    • Filter projects alphabetically, by creation date, or by last modified date

    • Choose how many projects display per page

    • Search for projects using keywords

    • Create a new project using the New Project button

  7. Favorites
    Add any project as a favorite so it appears at the top of your dashboard for quick access.

  8. Project Settings and Actions
    Hover over the settings (gear) icon on a project to open options:

    • Edit – Opens the project in the editor

    • Clone – Creates a copy of the project

    • Share – Share via email (single or multiple addresses) and set privacy preferences

    • Save as Template – Enter a template name and choose or create a category

    • Archive – Moves the project out of the main dashboard view

    • Delete – Permanently removes the project

  9. Saving a Project as a Template
    When saving as a template:

    • Enter a template name

    • Select a category or create a new one

    • Click Save

    The project will now be available for reuse in future projects.

  10. Archiving and Deleting
    Use the Archive option to hide a project from the main dashboard without deleting it. Use Delete to permanently remove it.

That’s it! You now know how to navigate your main dashboard, manage your projects, and streamline your workflow effectively.