Project Startup - Configuration

1) First, open the Configuration View under

Project Startup → Configuration

2) In the Project Configuration view, the following tools are provided (once the first Searchable Type has been created):

View	Load the list of the items for that Search Type in the panel below. The drop down selection next to the View button switched the layout view between: Tile, List, Content, Task Schedule, Check-in, Overview, Tools.
Add	Add new item to Search Type.
Import	Import items from a CSV file into that Search Type.
Custom Columns	Add custom columns of a datatype to the Search Type.s
Workflow	Add processes to the workflow and specify the different Task Statuses
Notifications	Add an email notification: on an event, perform an action.
Triggers	Add a trigger: on an event, perform and action.
Edit	Edit the Search Type.

Note

(Advanced) To go to the Advanced Project Setup Tools click on the button on the top right with the black graduate cap.

3) (Advanced) In the Project Configuration view, the following tools are provided (once the first Searchable Type has been created):