My Projects: Organization Quick Tips
Simple ways to save, organize, and revisit your work in My Projects.
My Projects in Peer Suite gives you flexible ways to organize displays so you can quickly return to the insights that matter most. Think of these tools as different ways to save and group your work based on how you plan to use it.
Content in My Projects includes custom content you create or that is shared with you, along with shortcuts to built‑in displays.
Managing Content Using The Ellipses Menu
+Add
Choose to add a display or subfolder in your current location. If you are in the Dashboard section of My Projects, you will see the option to add a dashboard instead of a folder.
Cut
Cut removes content from its current location and allows you to paste it somewhere else.
Copy
Copy creates a duplicate of your content. This allows you to keep the original version and organize the copy in a new location.
Peer Pointer!
When you use copy in the built-in section of Peer Suite, it allows you to create an editable copy. Learn more about this in this guide.
Paste
Paste only becomes available after you cut or copy content, and lets you add it to a new location.
Deleting Custom Content
You can delete custom content using either the ellipses menu or the quick action button at the top of the left navigation.
Deleted items move to your Trash folder and are not permanently deleted right away.
Managing Your Trash Folder
From the Trash folder, you can:
- Restore items deleted by mistake
- Fully remove items from your Peer Suite instance
- Empty the entire Trash folder using the ellipses menu
If you fully delete something by accident, please contact support@callahan.com for support.
Organization Best Practices
Create custom folders or dashboards
These are ideal for organizing content for board reports, strategy sessions, and leadership meetings.
Learn more in this guide: How To Create Custom Folders and Dashboards.
Use shortcuts
Shortcuts provide quick access to built‑in displays. You can keep them in one folder or add them to custom folders or dashboards.
|
|
|
