Managing Your Projects

Learn how to organize, duplicate, delete, or view the different projects you created in Summit.

Updated over a week ago

How do I switch my view to a different project?

To leave the current project you're viewing, click the Summit logo in the top-left corner of your screen. This will take you to the Dashboard where you can view all projects that have been created under your account. Click the project you wish to view to exit the dashboard and display the desired project board.

How do I change the name of a project?

To change the name of a project, first select the project you wish to change from the Dashboard. Once in view, click the current project name at the top of the screen to begin editing. You can also select Rename Project from the dropdown menu next to the project title. The name will change to a text box with the current name highlighted. Begin typing to enter the new name for the selected project and hit 'Enter' on your keyboard once you're done to confirm the name change.

Note: If you decide against changing the name while the text is highlighted, simply press 'esc' on your keyboard to exit edit mode.

Can I duplicate a project?

Yes! Click the Summit logo in the top-left corner of your screen to navigate to the Dashboard to see a display of all projects you've created. Click the three dots next to the project you wish to copy, then click Duplicate project from the dropdown menu, and a new project will appear on the Dashboard with the same events, formulas, and app layout as the copied project.

How do I delete a project?

To delete a project you've previously created, click the Summit logo in the top-left corner of your screen to display the Dashboard. Locate the project you wish to delete, click the three dots next to the project title and select Delete project from the dropdown menu.

A prompt will appear asking you to confirm that you wish to delete the project since it cannot be accessed again once it's deleted. Once you are sure you wish to permanently delete the project, click "OK" to proceed and remove the selected project from your account.

Help! I deleted a project by mistake. Is it possible to bring it back?

Yes. Click Help then Send us a message to start a new chat (or send an email to [email protected]) and let us know which project was accidentally deleted. A member of our team can rescue the project and add it back to your account. Phew!

Keep reading: Project Versions

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