Dashboard Help Projects

Working with Projects - Help

Projects

Track queries for multiple books using projects.


What are Projects?

Projects allow you to track queries separately for different books you've written.

You can create a new project for each book you are querying. Each project has its own separate query list, so you can organize your queries by book.

You can also create a new project to represent a new version of the same book. That way you can keep those queries separate as well.

Premium members can create up to 20 different projects.

Standard members are limited to a single project.



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Project Settings

Each project can have a title, a genre, and a word count, which should align with the title, genre and word count of your book.

Please note that the information provided here is for your reference, and for query statistics only. The agents and publishers you query never see these.

To change project settings, go to the Manage Projects page, which can be accessed from the Dashboard Menu at the top of the page.

There, you'll see a list of projects. Click a project title to modify that project.

Complete the presented form, then click "save".

The original title of your project will be "Untitled" and the genre and word count will be "Not Specified".

You can change these at any time, but we ask that you select genres and word counts that are accurate for your book.



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Creating Projects

Premium members can create up to 20 different projects.

Standard members are limited to a single project.

To create a new project, go to the Manage Projects page, which can be accessed from the Dashboard Menu at the top of the page.

If you're a Premium Member you'll see the "Create a New Project" button.

If you're not a premium member, than you can only have one project and so this button won't be available.



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Active Project

Only one project can be "Active" at a time. Whenever you add a query to a query list, it will be added to the query list for the active project.

In most cases, whenever you interact with a query, that query will be part of the current active project.

If you need to view or manipulate queries from a different project, you must first change to that project by changing the "Active Project".

You can change the active project wherever you see the "Active Project" selector.

This will change the display to show the queries from the selected project.



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Copying Projects

Premium members can copy a query list from one project to another.

Click the "Copy a Project" button

This tool will copy all the agents and publishers who are in one project's query list, to another project's query list.

It does NOT copy the query results, just the list of agents and publishers.

This is useful if you have two or more similar projects and want to query the same agents/publishers for each project.

Choose a source project and a destination project. You may need to create a new empty project to act as the destination before performing this step. (See Creating Projects above.)

You can also opt to copy any tags, notes, and/or priority numbers assigned to a query by checking the appropriate boxes.



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Deleting Projects

You can delete a project by clicking the appropriate trashcan icon for that project.

You must be a premium member with more than one project before you can delete projects.

Warning: Deleting a project will also delete all queries in that project's query list. Once deleted the queries can not be recovered, so make sure this is what you want to do.



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Moving Queries Between Projects

If you've mistakenly placed a query in the wrong project, you can move that query to a different project.

This is done on the "Agents" page

Locate the "Show Actions" link just above the list of agents.

Clicking "Show Actions" will reveal a series of additional links beside each query.

Locate the query to be moved, then click the appropriate "Move" link for that query.

Select the destination project and click "OK". The query will be moved to that project.

Warning: If a query already exists for that agent in the destination project, then the query can not be moved to that project since an agent can only appear once in each query list.



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