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titleView Templates

Follow these steps to view the Templates applicable to the existing projects.

  1. Go to Configure > Project to view the list of existing projects.
  2. Select Click the  Action Image Added icon under the Action column to view the action menu of the project you want to view templates.
  3. Click the icon under the Action column and click View Templates .It and it will redirect you to Template Manage Page (Configure > Templates) and display the Templates which are applicable to this project.

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titleView Web Forms

Follow these steps to view Web Forms applicable to the existing projects.

  1. Go to Configure > Project to view the list of existing projects.
  2. Select Click the  Action Image Added icon under the Action column to view the action menu of the project you want to view Web Forms.
  3. Click the icon under the Action column and click View Web Forms.It and it will redirect you to Web Form Manage Page (Configure > Web Forms) and display the Web Forms which are applicable to this project.

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titleView Activities

You can view the activities applicable to the existing projects.

  1. Go to Configure > Project to view the list of existing projects.
  2. Select Click the  Action Image Added icon under the Action column to view the action menu of the project you want to view activities.
  3. Click the icon under the Action column and click View Activities.It and it will redirect you to Manage Object page. 
User gets
  1. Page and display the list of activities which are applicable to this project.

You can get manage the activities at Manage Object Page by using Project, Activity, and Search properties to view and manage the activities at Manage Object Page.

User  You can filter the project and its activities by selecting the project from the drop-down list of Select Project box.

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titleMove All

You can move an activity of a project to another project. You can move either all activities or the selected activities of a project.

Follow these steps to Move an Activity to another Project.

  1. Go to Configure > Project to view the list of existing projects.
  2. Select Click the  icon Image Added under the Action column to view the action menu of the project you want to move the activities.
  3. Click the icon under the Action column and click Move All. Move All and you will see Move Project page.

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  4. Select the Target Project and Target User from the drop-down list of window and click Move.
  5. Your activities will be moved to respective Target Project and User.

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