Managing the Project Dashboard

The zipBoard project dashboard gives you one view of your project, where you manage tasks, content, feedback, collaborators, and settings. This guide explains each tab of the project menu and how to archive or restore a project.

Watch a short walkthrough of the project dashboard:

What does the project dashboard show?

When you click on any project, you will be directed to the Task Manager, where the left-side menu displays the following categories:

• Tasks
• Contents
• Projects

This menu provides quick access to all links related to tasks and content management.

What are the project menu bar categories?

Home

1. The default project screen showing project properties and an overview of your project’s status.

Tasks

1. Displays a list of tasks within the task manager.
2. You can open existing tasks or create new ones.
3. Sort tasks based on priority, ID, screen, status, and other properties to streamline your workflow.

External Feedback

1. Add issues, directions, questions, or version update data as project comments.
2. Feedback registered as comments will not appear in the task manager but can be converted into tasks later on.

Messages

1. Use the Message Board to efficiently communicate or post information for collaborators and clients.

Uploads

1. Displays all files and URLs added to the project along with details like file type, who added the file, and the number of screenshots and tasks.
2. Clicking on any of the files or links takes you to the review session to share feedback and create associated tasks.

Collaborators

1. Shows a list of team members with access to the project.
2. If permitted by your account settings, you can add additional reviewers using the “Add Collaborators” function.

Boards

1. Add different project life cycle milestones or stages, along with their current status and expected deadlines.
2. Use these boards to mark checkpoints or track iterations during the development lifecycle of your project plan.

Activity Feed

1. Shows a running history of actions taken, including who performed them and what modifications were made.

Settings

1. Displays project properties, allowing you to edit settings depending on your account type.

How do I archive or restore a zipBoard project?

Archive a project from its options menu, and restore it later by opening the archived project and clicking Restore.

To archive a project:

1. Click the options icon for the project.
2. Select Archive from the dropdown list.

To restore a project:

1. Click the archived project.
2. Click Restore.

If you have reached your plan's project limit and want to restore an archived project, either archive one of your active projects first or upgrade your plan.

What should I do next?

Now that you are familiar with the project dashboard, you're ready to create and manage tasks. Learn how to create your first task.

Related guides

• Creating a Project in zipBoard
• How to Create or Modify a Task?
• Working in the zipBoard Account Dashboard
• Video: Navigating the zipBoard Project Dashboard
• How to Download a Project Status Report