Community docs


The projects tile on your organization's home page is your portal to all the projects owned by your organization. From here you can access your organization's data analysis projects and the metadata around them.


Under the projects tile are counts of the projects owned by this organization. Clicking on the projects tile or the link to the number of projects right below it will open a list of all your organization's projects. There you can see:

  • The names of the projects

  • Who created them

  • When they were last updated

  • The tags used in them


Notice in the upper right corner that there is a search bar which contains a filter to only return the projects owned by the organization. To the right of the search bar is a button to create a new dataset or project. The three-dot menu on the very right has an option to edit multiple projects at once (assuming you have edit permissions to them).

When you click on one of the projects and open it, you'll see a header at the top of the page that has several valuable pieces of information and actions that you can take in regards to the project:


On the left of the header are:

  • The icon indicating that the resource is a project

  • The name of the project

  • Its status (this is an available configuration)

  • The name of the owning organization and a link to its profile page

On the right of the header are options to:

  • Share the project

  • Bookmark it (and see how many others have bookmarked it

  • Access the Launch workspace menu


From the Workspace menu you can also open the project in a third-party application (integrated with

Right project sidebar

There is a right sidebar on the Overview tab of a project page that holds more default and custom metadata about the project:


In our example this metadata includes:

  • The sharing settings

  • Who created it and when

  • The various people who manage it (Steward and Tech Owner)

  • Who verified it and when

  • The tags used on it

  • A list of the queries that live in the project

Below the queries is a list of the data sources used in the project, and the recent updates to the project including what they were, who made them, and when:


When you open a project from the projects list you land on the Overview tab:


In the pane directly below the header is the short description of the project, and the longer summary information.

Much of the information on a project's overview tab is configurable by your organization. Shown below is a More Information section containing an example of completely configured metadata :


Directly below the information pane are buttons to:

  • Add data

  • Write a query

  • Create a new insight

If there are any insights associated with the project they are listed next:


From here you can also bookmark the insight or comment on it.


The Activity tab of a project is packed with information about everything that has happened to the project, and it also provides access to previous versions of the project. The Activity tab has two different screens, the first of which shows you all the activity that's taken place:


On this screen you can see who made changes, when, and what kind of changes were made. For some changes there is a details screen view accessed from the Show changes link:


The second screen on the Activity tab holds the version information for the project and allows you to download previous versions as available:


The Insights tab on a project contains all the insights created from the project. The insights are previewed in the main pane on the left and there is a thumbnail gallery of them on the right:


You can comment on insights, and also bookmark them:


The Discussion tab of a project is a place to capture all the communication between team members about the project:


The content on the page is grouped into topics to keep it orderly. The information on the Topic tag includes:

  • A description of the topic

  • How many comments are in the topic

  • The category of the topic

When you have something to post you can either put it in an existing topic or create a new topic by selecting the +: to the right of Topics in the upper left of the screen. You will be presented with a dialog window in which to create your topic:


You can also flag or like comments. Flagging a post notifies a moderator of potentially inappropriate content in the post:


Comments in topics use Markdown and can contain images and links:


The Access tab on a project lists everyone who has access to the project as well as what their access permissions are. The names are links that will take to their user profiles:


If you are an administrator of the project you can also invite new people to view or contribute to the project from this page. using the Grant access link at the top right.


The Settings tab of a project is for administrators to manage the project. It has two screens, the first of which is for administrative settings:


These settings include:

  • The project


  • Automatic syncing options

  • Additional notification recipients

  • Archive options

  • A delete button


The second screen on the Settings tab is for configuring and managing webhooks to the project: