My Projects

The project list gives you an overview of your projects and access to all aspects of each project:

1) Create button. Create a new project (assuming your account allows for more).

2) Trash Can Icon. Delete or archive a project.

3) Manage. Drops down to access all project management tabs.

4) Network name. Identifies the project and shows at top of member view pages (#5).

5) Project name shows at top of member view pages – defined by project name.

6) Toggle project open or closed. When closed, members can’t access survey or connections tab to input data. They can still access the Bio tab and the Map tabs. Closing the project is a matter of preference. It’s not technically necessary, even when making changes to the survey or connection options.

7) Deadline. Shows the deadline defined in Projects > Setup > Define email templates. Deadline is not functional. It doesn’t turn anything on or off, it simply available as a field in the email templates.

8) Total Members. Indicates how many members have been loaded into the member list. This also the number of member tiles that show on the Member View Connections Tab.

9) Invited. Indicates how many members have been sent an invitation from sumApp. Doesn’t count sends from other email clients, such as MailChimp or a personal account.

10) Started. Indicates how many members have clicked on the link in the email invitations sent from sumApp. Doesn’t count link clicks in emails sent from other email clients, such as MailChimp or a personal account)

11) Connections Made. Indicates total number of connections made be all participating members.