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

In the Overview tab of a project page, the sidebar on the right contains both default and custom metadata about the project.


In our example this metadata includes:

  • The sharing settings.

  • Who created the project and when.

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

  • Who verified the project and when.

  • The tags used on the project.

  • A list of the queries that are part of the project.

Below the queries is a list of the Data sources used in the project. Below that, you'll find a section on Recent updates to the project, including who made the updates and when.

Overview tab

The default tab in the Project page is 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 this 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 shown at the bottom. From here, you can also bookmark the insight or comment on it.

Activity tab

The Activity tab of a project is contains information about all the events for a project, and it also provides access to previous versions of the project. There are two sub-tabs, the All Activity and Versions.

The All Activity sub-tab is a list of each event that has occurred with this project. You can see who made changes, when, and the what type of change.


For some changes, you can click Show Changes to view more details about the event.


Click Versions to view the sub-tab containing version information for the project. Click the small three-dot menu to download a previous version.

Insights tab

The Insights tab on the Project page 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 on the right.


At the bottom of the page, you can comment on an insight and bookmark it.


The Discussion tab on the Project page is a place to capture all the communication between team members about the project.


Discussions are grouped into topics. 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 corner of the page. In the popup window, you can add the details for your topic.


You can also flag or like a comment. Flagging notifies a moderator of potentially inappropriate content.


Comments in topics are based in Markdown, and may contain images and links.

Access tab

The Access tab on the Project page lists the names and permissions for everyone who has access to the project. Click a name to view the profile for that user.

If you are an administrator of the project, you can also invite new people to view or contribute to the project by clicking the Grant access link at the top-right.


The Settings tab of the Project page is for administrators to manage the project. It contains two sub-tabs, General and Webhooks. The General sub-tab contains the administrative settings.


These settings include:

  • Project visibility.

  • Automatic syncing options.

  • Additional notification recipients.

  • Archive options.

  • A delete button.


The Webhooks sub-tab is for configuring and managing webhooks to the project.