Projects
Project Workspace
How to use the project page for reviews, connections, templates, and schedules.
Use the project page to manage reviews, access, templates, and schedules for one scope.
What matters
KPI cards
The cards show recent review activity and status at a glance.
Reviews tab
Use this tab to open existing reviews or start a new one.
Access tab
Use this tab to see saved Azure connections associated with the project.
Templates tab
Use this tab to manage reusable review configurations.
Schedules tab
Use this tab to manage recurring reviews.
Do this
- Start one-off work from Reviews.
- Check reusable access in Access before queueing repeat work.
- Save proven review setups in Templates.
- Use Schedules only after the review scope is stable.
Check the result
The project page should answer four questions quickly:
- What reviews exist?
- Which connection is used?
- Is there a repeatable template?
- Is anything scheduled?
Avoid
- creating schedules before the review has completed successfully at least once
- changing connection assumptions without checking the Access tab
- treating templates as global; they belong to the project