Add a project

Learn about projects in Productsup and add them to your account to organize sites in a clear structure.

Introduction

According to the Productsup data structure, each site should exist in a project. The project is thus a container for sites, and you need to add a project to your Productsup account before creating sites.

It is up to you to define the names and hierarchy of your projects and sites within Productsup.

Add a project to your account

  1. Go to the account level in Productsup by performing one of the following actions:

    1. Select the Productsup logo in the top left-hand corner of the platform.

    2. Select your account name or the home icon in the breadcrumbs.

    3. Go directly to the link ending with your account ID.

    Access the account level by performing one of these actions
  2. Select ADD PROJECT.

  3. Enter a name for your project.

  4. Select Save. This action creates a project and redirects you to the project level in Productsup, where you can see an overview of the selected project and all its sites.

    The overview of a project on the project level in Productsup

    Note

    To see an overview of all projects within your account, go to the account level as described in Step 1.

Use the project level in Productsup

Once you've created a project, you can use the upper ribbon to apply various options to the sites. These options apply only to the sites that exist in the chosen project.

  • Use the search bar to find a site by its name.

  • Use the Filter, Recent, Exports & A/B Exports, and Tags drop-down menus to filter sites within the selected project based on their states, exports, and tags.

  • Select Errors, search for the desired error name, select it from the drop-down list, and choose Search to see the sites that have the error.

  • Select the graph icon to change the project view and have a different set of columns describing your sites. By default, the project overview page uses the warning view, as shown in the following screenshot.

    The warning view of the account overview page

    The graph view provides such columns as ID, Title, State, Imported, Changed, Export(ed), Tags, Last Duration, and Last/Next Run.

    The warning view provides such columns as ID, Title, State, E/W, Imported, Last Duration, and Last/Next Run.

  • Perform a bulk action on multiple sites simultaneously. Select Bulk Option, tick the boxes of the needed sites, select Next Step, choose the desired action, select Next Step, and then select Execute.

    To go back to the project overview, select Return to Project Page.

  • Select Download to download a list of all sites within the selected project as a CSV file.

The overview of the project menu

You can open the project-level menu by hovering over the blue panel on the left side of the view to access such menu options as Project, Dashboard, Authentication, Monitor, Activity, Order Sync, Reporting, and Settings.

Note

The number of available menu options depends on your user access rights. See User types and access rights for more information.

The overview of the project-level menu