Navigating Projects and Associated Melds in Property Meld
Efficient navigation within Property Meld is crucial for maximizing time savings. With the introduction of Meld Projects, quickly moving between Projects and their associated Melds has become even more important. This article will guide you through various ways to navigate to and from Melds associated with a Project.
Navigating to Meld Details from a Project
Step 1:
-
On the left side of the page, click Projects, then select the desired Project.
Note: The number of Melds associated with each Project is listed in the Melds column.
Step 2:
- Click Meld List, then choose the desired Meld.
Note: The Project link will be displayed in the Meld details view.
Using Filters to Navigate to a Project
Using Meld Filters from the Dashboard is one of the most effective ways to navigate the application. This approach is equally beneficial for managing Meld Projects.
Step 1:
- Click Melds, then select FILTER.
Step 2:
- Check the Project Assigned box, then select Assigned. Click APPLY FILTERS.
Note:
- Saving this filter for future use might be helpful. For more information, refer to the article How to Customize Filters and Dashboard.
- If your Project includes Meld Templates with Tags, consider adding these Tags to the Filter as well.
Step 3:
- Click on one of the resulting Melds displayed after applying the filters.
Step 4:
- In the Meld details view, click the corresponding
On a Project link beneath the Meld ID to navigate directly to the Project.