This is your projects hub. use it to collate all the information, resources and team communications about each project in one place, and to track progress against each milestones.
Under the main heading, you have several options to filter your results: typing in keywords, or selecting the 3 dropdowns (Status, Priority & Tags).
You can use the scroll bar at the right-hand side of the screen to navigate up and down the library of results.
Each projects box gives you a quick overview of the projects. To view, click the ‘View’ button at the bottom right corner.
Once the project has been opened, you will see a row of tab headings under the main project title (Overview, Workstreams, Knowledge and evidence, Reports and deliverables, Team).
Each tab heading is interactive, navigate along and click to reveal. To navigate back to the main Projects hub, use the breadcrumbs at the top left-hand side of the screen.
Overview
This gives a project overview, recent activity and project comments. To add your own comment, write in the box and click the ‘Post’ button.
Workstreams
On this page, you will see the pre-existing workstreams and modules as well as being able to Create a workstream.
Using the side scroll bar, you can navigate the workstreams and modules. In each section, you can see an ‘Edit’ button and icon. Click to open, and this gives you the ability to manage individual elements for your chosen section.
The Workstream tab within Projects hub is where all the project information is collated, as well as creating components of reference from other areas of the platform, such as knowledge hubs & linked evidence.
This Workstream is also where the project team members can be assigned to different modules within Workstreams, as ‘project tasks’.
You can use the side scroll to navigate to each section.
Starting at the top, browse and manage the modules
For each, you have the option to click ‘View’ the full module. Alternatively, press to expand to see the components.
Inside the module view, you can also add new components to your workstream. Click on the ‘+ Add component’ button.
Once opened, you can enter a component name to then create a new component for the module you are in. Press the blue ‘Add component’ button to complete this action.
You will now be able to view this in your workstream.
To edit
The components, click the Toggle to edit.
Once you are in Edit mode, the Save button is now activated.
Moving down the page you can see, reply and add comments.
You can also 'Add a reference'. Click this button to open up this page. From here you can select records from linked Knowledge and Evidence to reference in this component module.
In the Source Type, use the dropdown to choose between Evidence collections and Knowledge Bases.
You can search the records by title or summary. Alternatively, you can use the side scroll and the pagination arrows to navigate the list. For each, you can click to Preview the records, and click to Link them to this component module.
Click back on to the component page and press the Save button, and you will get a notification that the component has been saved successfully.
Back on the main workstreams page, each section also gives you quick access to Add a new module, Edit or Archive a workstream that is not being worked on.
Click Add a new module to create a module for this workstream. A side panel will open—start at the top of the page -
Module Name - Enter the module name. (Mandatory)
Description - You can provide additional details about this module. (Optional)
Press Save Module to finish.
Once saved, you will automatically go to the workstreams.
At the bottom of the workstreams page, you will find the comments section, here are discussions and updates related to this project. To add a comment, write in the text box and click the blue Post Comment button.
At the top right-hand corner, you can see 3 interactive buttons: Knowledge, Preview and Save. Click Save to keep any work you have added or amended. The Knowledge button opens a side list of references that you can insert into the project. Preview gives you an overview and references.
In this section, you can also add a new workstream to the market opportunity assessment. On the top right-hand corner of the page, click the blue + Create a Workstream button. This opens a new page, starting at the top. Fill out the relevant information.
Tasks
Here you can view and manage tasks across the organization.
The tasks results can be filtered by searching tasks by title and by using the dropdowns for the assignees, status and priorities. These filters are found at the top of the page. The results will be displayed in the table.
Within the tasks table, we can see the main task elements- Task ID, Title, Status, Priority, Assignee and Actions.
The Actions are interactive, once you click on the 3 dots to open, you can Copy Task ID, View Task and Edit Task.
The Edit Task Action opens up a new page. You can edit any of the sections and press Save when complete, or Cancel if no edits are made.
The View Task Action opens the overview page for that project. As well as the Project Overview, here you can also see the Recent Activity and click to open View all activity.
At the bottom of the page, you can view Comments and add your own. Press Post once your comment is complete.
Knowledge and evidence
In this page, you can link knowledge hubs and evidence collections to your project.
Across the top, you can see linked knowledge hubs, evidence collections and the total records available.
Under these, you can filter your linked records, browse and/or link. This can be done by a name search, author or keyword. You can also filter further by using the tabs at the right-hand side (All, Knowledge hubs, Evidence collections)
The linked records are displayed in a list. At the top left-hand side, they show if they are a part of the knowledge hubs or evidence collections and at the bottom left-hand side, it gives a quick overview of the record. On the right-hand side, you have the options to explore further or you can unlink the record.
When you click to Explore, a side page opens to display the details.
At the very top, you can click to Unlink from the project. We have the overview and the key metrics.
The browse records are interactive and can be opened by clicking on the down arrow; to close, click the up arrow. The details can be seen at the bottom of the page, with the option to click to open full details.
To close the side page, click the cross at the top right-hand corner.
From the list of linked records, you can tab across to Browse and link.
In Browse and link it follows the same format as linked records, with the exception of the Link button, on the main page and the explore side page, which replaces the ‘unlink’ button.
Exports
In this section, you can export project deliverables and data.
On this page, you have export options.
You can click the large blue ‘Export Projects as PDF’ to immediately download a PDF with all deliverables and modules included.
You also have the option to select certain parts of the project deliverables and modules that you would like to export.
You can select the ‘Export Workstream’ for the executive summary and/or the clinical evidence. This can be done by clicking on the (show export tag) on the right-hand side of the section you want to export.
You can focus even further on exporting a certain module. Click on the export icon at the right-hand side of the module that you wish to export as a PDF.
At the bottom of this section, you can again add a comment and view previous comments.
Team
In this section, you can manage team members for this project.
At the bottom of this section, you can again add a comment and view previous comments. Also, you can select a user to add to the team, click the ‘+ Add Team Member’ button at the top right-hand corner to choose from the available users in your organization.