Manage Projects

Last modified on May 3rd, 2022.


The key to managing your projects in Innoslate is accessing the 'Manage Projects' dedicated page, located within your Organization Dashboard. This page allows a user to create, copy, delete, export, filter, search for, share, unshare yourself from, and edit the settings of Innoslate projects.

Manage Projects View
 

Navigating to Manage Projects

When you first sign in to Innoslate, you will find yourself in your 'Organization Dashboard'. From here, click the grey 'Manage Projects' button in the 'My Projects' panel.

Manage Projects Button

From any view of Innoslate, you may also access the 'Manage Projects' page by opening the 'Switch Projects' drop-down located on the top navigation bar and clicking the 'Manage Projects' menu item.

Manage Projects Dropdown Button
 
[embed width="700" height="600"]https://youtu.be/sDG5NSbNv00[/embed]

Functions Available to Manage Your Projects

Below is a list of available functions and a short description. Click on the name of a function for more information.

FunctionDescription
Switching OrganizationsSwitching organizations allows you to view and edit different projects produced by a different group of users.
Creating ProjectsCreating a project allows you to add a new project within your Organization.
Copying ProjectsCopying allows you to create a duplicate of an existing project, to include all entities, diagrams, uploaded files, and comments.
Deleting ProjectsDeleting a project permanently removes that project from your existing projects and deletes all associated data.
Edit Project SettingsRenaming a project allows you to change the name of an existing project so you can better distinguish it from your other projects.
Exporting ProjectsExporting a project allows you to create a local backup of your project which can then be re-imported at a later date if need be.
Filtering Projects Filtering projects allows you to sort your projects by 'All,' 'Active Projects,' 'Owned by You,' and 'Shared with You,' as well as by 'Folders.'
Searching for ProjectsUsing the 'Find a Project' feature within 'Manage Projects' allows you to search for an existing project by Name, Description keyword(s), Project ID, Folder, or date Created.
Project BannerAdding a Banner allows you to customize your Innoslate window to display a pre-made or custom message
Sharing ProjectsSharing a project gives another Innoslate user within your Organization access to your project with a certain level of permissions.
Unsharing ProjectsUnsharing projects allows you the option to remove a user's access to your project, that was previously shared. You can also 'unshare'/remove yourself from accessing a project that another user has previously shared with you.

Manage Projects

Last modified on May 3rd, 2022. 


The key to managing your projects in Innoslate is accessing the ‘Manage Projects’ dedicated page, located within your Organization Dashboard. This page allows a user to create, copy, delete, export, filter, search for, share, unshare yourself from, and edit the settings of Innoslate projects.

Manage Projects View

Navigating to Manage Projects

When you first sign in to Innoslate, you will find yourself in your ‘Organization Dashboard‘. From here, click the grey ‘Manage Projects’ button in the ‘My Projects’ panel.

Manage Projects Button

From any view of Innoslate, you may also access the ‘Manage Projects‘ page by opening the ‘Switch Projects’ drop-down located on the top navigation bar and clicking the ‘Manage Projects’ menu item.

Manage Projects Dropdown Button
 

Functions Available to Manage Your Projects

Below is a list of available functions and a short description. Click on the name of a function for more information.

FunctionDescription
Switching OrganizationsSwitching organizations allows you to view and edit different projects produced by a different group of users.
Creating ProjectsCreating a project allows you to add a new project within your Organization.
Copying ProjectsCopying allows you to create a duplicate of an existing project, to include all entities, diagrams, uploaded files, and comments.
Deleting ProjectsDeleting a project permanently removes that project from your existing projects and deletes all associated data.
Edit Project SettingsRenaming a project allows you to change the name of an existing project so you can better distinguish it from your other projects.
Exporting ProjectsExporting a project allows you to create a local backup of your project which can then be re-imported at a later date if need be.
Filtering Projects Filtering projects allows you to sort your projects by ‘All,’ ‘Active Projects,’ ‘Owned by You,’ and ‘Shared with You,’ as well as by ‘Folders.’
Searching for ProjectsUsing the ‘Find a Project‘ feature within ‘Manage Projects’ allows you to search for an existing project by Name, Description keyword(s), Project ID, Folder, or date Created.
Project BannerAdding a Banner allows you to customize your Innoslate window to display a pre-made or custom message
Sharing ProjectsSharing a project gives another Innoslate user within your Organization access to your project with a certain level of permissions.
Unsharing ProjectsUnsharing projects allows you the option to remove a user’s access to your project, that was previously shared. You can also ‘unshare’/remove yourself from accessing a project that another user has previously shared with you.