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View Your Projects

View the Projects in which you are a member.

View Projects

ProcessMaker Platform displays those Projects in which you are a member in one table. This makes it easy to manage your Projects.

Permission Required

Your user account or group membership must have the "Projects: View Projects" permission to view the list of Projects unless your user account has the Make this user a Super Admin setting selected.
This permission is enabled by default for all user accounts. Note that you can only view Projects in which you are a member or which you created. If you cannot view your Projects, see the Projects permissions or ask your Administrator for assistance.
Follow these steps to view all Projects in which you are a member:
  1. 1.
    Log on to ProcessMaker Platform.
  2. 2.
    Click the Designer option from the top menu. The Designer Welcome Screen displays.
  3. 3.
    Do one of the following:
    • From the My Projects pane in the Designer Welcome Screen, click the Project name to open from the Name column.
    • Click the Projects icon
      from the left sidebar.
In the Projects page, the Projects tab displays those Projects in which you are a member.
Projects page
The Projects page displays the following information in tabular format about your Projects:
  • Name: The Name column displays the name of the Project.
  • Category: The Category column displays to which Project Category the Project is assigned.
  • Members: The Members column displays the avatar for each user that is a member of the Project.
  • Modified: The Modified column displays the date and time any new asset is added or any of its assets modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
  • Created: The Created column displays the date and time the Project was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Filter Projects

Click the Filter button.
Filter by any of the following:
  • Title: Filter by Project names.
  • Members: Filter by Project membership.
  • Categories: Filter by Project categories.

Search for a Project

Use the Search setting to filter Projects that display.

Create a Project

Import a Project

Click the Import button. See Import a Project.

Open a Project

Click the ellipses
icon, and then select the Open option. See Open a Project.

Configure a Project

Click the ellipses
icon, and then select the Configure option. See Configure a Project.

Export a Project

Click the ellipses
icon, and then select the Export option. See Export a Project.

Delete a Project

Click the ellipses
icon, and then select the Delete option. See Delete a Project.

No PM Blocks?

If no Projects exist, the following message displays: No Data Available

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Go to Home

Click the Home breadcrumb icon
to go to the Request Participant Home Screen.
Last modified 19d ago
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