A quick overview of projects

Projects can help you manage your property portfolio. You may save properties to projects, add notes to a project or a property, upload documents to your project such as titles, copy of plans or company searches and share them to collaborate across your team.

Once you've created a project, you can also export information in CSV, XLS and KML Points and Polygons if you need to view the information in your own system.

1. In map view, hover over the layers menu on the left-hand side and click on the last icon listed, Projects.

2. View all projects here (or drop-down the menu to view either my projects, or projects shared with me)

3. Next to your selected project, click on the three-dot menu to either Edit, Share (with your team members), Archive or Delete this project.

4. You can also view your projects under your profile (in the navigation bar) - by selecting the drop-down menu and clicking on Projects, the first option listed.