The ability to quickly and effectively navigate throughout Property Meld is a major component of time-savings associated with the application. With the introduction of Meld Projects, the ability to quickly navigate between Projects and their associated Melds becomes equally important.
This article will cover various means of navigating to and from Melds associated with a Project.
Navigating to Meld Details from a Project
Step 1:
Click Melds, then click Projects.
Step 2:
Click on the desired Project.
NOTE: The number of Melds associated with any given Project is listed in the Melds column.
Step 3:
Click Meld List, then click on the desired Meld.
NOTE: The Project link is displayed in the Meld details view.
Using Filters to Navigate to a Project
As navigating to and from the Dashboard using Meld Filters is one of the most effective approaches toward using the application, this approach can certainly be applied to Meld Projects as well.
Step 1:
Click Melds, then click FILTER.
Step 2:
Check the Project Assigned box, then select Assigned. Click APPLY FILTERS.
NOTE:
- Optionally, saving this Filter for later use may be ideal. Refer to How to Customize Filters and Dashboard for further instruction.
- It is possible to add a Tag to a Meld Template within Projects. If these are utilized, consider adding these to the Filter as well.
Step 3:
Click one of the resulting Melds.
Step 4:
Click the corresponding link beneath Project.
