Navigating the Project Insights Panel

The Insights panel provides a quick summary of Project statuses as well as links to many helpful features

When you open a project for editing, instead of the authoring Stage you'll see the Insights panel:

Insights is your project landing page and profile of recent project activity. Each time you open your project for authoring you are presented with these insights, so you may begin your work with knowledge of where you've been and where you need to go.

To close Insights, select a page to work on.

To open Insights at any time:

Select the Insights button from the Quick Links in the top-left of the screen
Select the Project title on the Project tab when in List view

The Insights are structured in four columns:

The first column displays information about your work in the Project
The second column displays overview information about the Project
The third column displays review information about the Project
The fourth column displays additional information about the Project

Your Work in the Project

The first column displays information about your work in the Project.

Welcome Back
Here you will see a Welcome Back message along with your avatar and name, as well as the last page you had open for editing.

Click the page name to open it and return to editing it.

My Recent Pages
Below the welcome message you will see a list of pages you've recently worked on.

Select any page in the list to close Insights and jump to that page for editing.

My Comments
In the My Comments section you will find the review comments you have made in the Project.

Select More... to see more of your notes.

Pages I am currently editing
In this section is a the list of pages that you have checked out for editing.

You can use the icon to check the page back in. (Unlike the Commit process, this does not create a Version of the page.)

Select More... to see more pages.

Project Overview

The second column displays overview information about the Project.

At the top you will see the hero image for the project if one has been inserted. You can use the two-arrows icon in the lower right corner of the hero image preview to add a hero image or change the current image.

Note: Some themes use the hero image as home page backgrounds, menu panels, etc.

Below the hero image is the name of the project.

The icon to the left of the project name will display an abbreviation of the learning type. In this example, the icon displays C for Course.

The icon may have a colored dot indicator (not shown in this image). This indicates the status of the project:

Orange - In Review
Red - Review period has ended.
Blue - Future review date set.
Black - Locked

Below this is the project description.

Beneath the name, you will see the creator of the project and the date it was created. Click the user's avatar to display the user's details..

To the right of the user you will see some basic course details including its ID number.

Below the details are the assigned Authors. Click a user's avatar to display the user's details. Note: This list does not show Administrators, because Administrators do not need to be assigned to a Project to have editing access.

You can click More... to see more course details.

Click Edit Properties to open the course properties panel for editing.

Checklist Status
This section displays a chart for the progress for each category of the Publish Checklist.

Click See Checklist below the chart to open the Publish Checklist.

You can also access the checklist while authoring the project by selecting the Project in the breadcrumb above the Stage then selecting Publish Checklist on the selection control bar.

Recent Published Packages
This section displays a card for recently published packages.

The card shows:

The Theme used
The label for the published package
The publish date
The Publishing Profile used
The elearning Stabdard
The Package ID details
Any Publishing (Audience) Targets set for this publish
Who published it

The two-arrows icon lets you re-download the published package.

Click the Publish button at the bottom of the section to publish a new package.

Review Information

The third column displays review information about the Project.

Review Statistics
This provides a quick visual status for the review comments added to the Project.

Open Comments
This section shows review comments that are pending resolution. To the right of each note is an avatar for the reviewer who posted the comment.

The ring around the avatar denotes the user's role:

Grey - Administrator
Blue - Author -
Orange - Reviewer

You can click an avatar to see the user's details.

Click More... beneath the list of notes to see more reviewer notes.

Select Schedule Review to open the Review panel where you can set up or edit review details.

Select Launch Review to open the Project in full project preview if you'd like to add your own review comments.

Additional Information About the Project

The fourth column displays additional information about the Project.

Project Copies
This section displays all copies that exist for the current project. If copies have been made, you will see the name of the copied project, the avatar of who made the copy plus an icon to open the copied project.

Project Lifecycles
This section shows you the project's current setting as well as any previous settings in the lifecycle.

Beneath each lifecycle is the date it was set and any notes the user entered at that time.

To the right is an avatar for the user who set the lifecycle.

Project Translations
Under the Project Translations section you will see a list of all the language translations that have been added to this project to create a multiple-languages project.

Click Create New Translation to add a new language translation to the project.

Note: This section does not list any separate (child) projects that have been created as translations.

Project Resources
This section lists all resources attached to the Project. Resources are documents or other files that are published with the Project and available for the learner under the navigation menu's Resources list.

Click Attach Resources to add a resource file.

Statuses, data and tool access

At first glance, it's easy to recognize that the Insights panel provides quick information about the Project as you begin an editing session.

It also provides some helpful tools, like being able to quickly return to editing recent pages, modifying the Project Properties, scheduling a review or adding Resources.

So keep these helpful features in mind - they can often save a few clicks and some valuable time!