Resources

Knowledge base

Changing the settings for the list view

In order to adjust the settings in the list view in co-op projects, follow these steps

  1. Navigate to the Co-op projects overview
  2. Ensure you have activated list view by clicking on the button in the upper left corner in the overview
  3. Click on the cogwheel button to the far right on the overview field (located on the sorting line above all the co-op projects), and a new window will open
  4. In this window you can add different sorting and filtering criteria based on your needs. At the very bottom of the window you can add the order of the tabs in the overview window. 
  5. As soon as you are done adding your desired criteria, click on apply at the bottom right to save and apply the changes to you list overview
  6. You have now made changes to the list view

Resources

Knowledge base

Using the list view overview

In order to use the list view overview, follow these steps

  1. Navigate to the Co-op projects overview
  2. In the left hand side of the overview, above Hieracrhy, click on List right next to Timeline (underneath the co-op projects title), and the overview layout changes
  3. In the List view you will have a more detailed view of all the projects available to you.

Here is an explanation to the tab elements you can find in the overview:

  • Title: Title of the project
  • Date range: The date the project revolves around (from-to date)
  • Responsible person – x: The team member responsible for a certain area of the project, for example marketing, design or video
  • Activity status: The current status of the project
  • Country: The country in which the project is related to
  • ‘Cogwheel button’: Allows you to change and restructure the settings tabs in the overview to your own preference
  • Did you know: By clicking on the cogwheel, you can adjust which tabs you would like to see in the overview (as seen above). You can add and remove tabs from the line.

Resources

Knowledge base

Using the date range function

To use the date range functionality, follow these steps:

  1. Navigate to the Co-op projects overview
  2. In the top right corner, click on the button that says date range and a new window will open
  3. In this window you can select between two option on how to select a date range:
    1. Calendar – Allows you to select specific dates, for example 01.01.2023 – 31.12.2023
    2. Dynamic – Allows you to select between a set of predefined date ranges, such as today, end of this month or even 6 months back/forward
  4. As soon as you have selected a date range, the co-op projects overview will adjust accordingly and only show projects that are within the date range
  5. To quickly reset back to default setting, click on the button that says clear at the top right of the window (above dynamic)
  6. You have now learnt how to adjust the date using the date range function

Resources

Knowledge base

Expanding the overview to see more activities

There are several different ways to see more activities. 

  • Method one – Using the predefined selections: 
  1. In the bottom right corner of the overview, click on the button that says ‘monthly’ and a new drop-down box will appear
  2. In this drop-down box, click on the timeframe you would like to see activities for. You will have these options:
    • Quarterly
    • Monthly
    • Weekly
    • Daily
  • Method two – Using the calendar selection tool: 
  1. In the bottom right corner of the overview, click on the calendar symbol, and a window with dates will appear
  2. Select a date that you would like to jump to
  3. You should now see activities at the selected date
  • Method three – Zooming in or out: 
  1. In the bottom right corner of the overview, click on the minus (-) symbol to zoom out and view more campaigns. 
  2. If you would like to zoom in again, click on the plus (+) symbol
  • Method four – Click and drag
  1. Click and hold the cursor inside the timeline and drag to where you want to go

  • Method five – Using the scroll bar in the browser:
  1. Your browser should allow you to scroll further to the right or left, or up and down
  2. Use the scroll bar at the bottom or on the right hand side of your browser to scroll to the part of the overview that you would like to see
  3. If you do not see a scrollbar, try holding shift on your keyboard and use the scrolling wheel on your computer mouse to perform a horizontal scroll on the overview