How to Use the Project Inbox

Your Project Inbox is a central space where you can easily search, filter, and view your captured and managed projects. You can use your inbox to analyze your resources and inspire new ideas. The columns of your inbox can be ordered to match your preferences.  

To use your inbox, first, navigate to your inbox – usually found in the Activities section of your platform and typically called ”Conduct Research”. Your company might have a different name. Please reach out to our help center if you have any questions or need help to find your Project Inbox.

To search your Project Inbox: 

1. Click on the Search Icon in the top right corner of your inbox
2. Type in a term
3. Press Enter

Your search term will be automatically applied to your inbox’s content, and you will only see results relevant to your search.

To filter your Project Inbox: 

1. Click on the Filter Icon in the top right corner of your inbox – the filters will appear on the left side of your inbox
2. Choose the filter you want to apply and click on the V Icon to display the filter values
3. Check the box next to the value you want to use to filter

Your filters are automatically applied, and your relevant results will be shown.

Select “Clear All” in your filter panel to remove all your filters.  

Click on the “X” in the filter chip at the top of your inbox or “Clear” next to the filter title in your filter panel to remove a single filter.

To sort your Project Inbox: 

1. Click on the title of a column  

An arrow next to the column title will let you know if your values are sorted in ascending or descending order.

To export content from your Project Inbox: 

1. Click on the Three Dot Icon in the top right corner of your inbox
2. Choose an export

Your export will automatically open in Excel. You will also receive an automatic notification when your export is complete.

To start a new project from your Project Inbox: 

1. Click on the Plus Sign Icon in the top right corner of your inbox
2. Select the type of project you want to start

A new window will open and prompt you to give your project a title and select a specific project type. Fill out the information and select the “Create” button. Your project will automatically generate, and you will be able to view and access it from your inbox.

To hide or display columns in your Project Inbox: 

1. Click on the Gear Icon in the top right corner of your inbox
2. Move the toggle to the left of the column names to hide or show columns – when the toggle is blue, it means the column is active and when it is gray, the column is hidden
3. Press Esc or click anywhere on your screen to stop editing your columns  

Your view will automatically update so you only see your selected columns.

To reorder your Project Inbox columns: 

1. Click on the Gear Icon in the top right corner of your inbox  
2. Move your cursor to the right of the column name until a four-pointed Arrow Icon appears
3. Click on the column name and drag and drop the columns to your preferred order  
4. Press Esc or click anywhere to stop editing your columns

The order of your columns will automatically update according to your preferences.

Insider Tips: 

• You can only apply one value per filter value
• Filter chips with your selected filters will appear at the top of your inbox
• You can only sort by the project status or the start/end date
• Your filters will be applied to your export