Athenic AI Docs
  • Getting Started
    • How to Get Started with Athenic AI
    • Connect a Data Source
    • New Project and Project Settings
    • Configure Data Source and Data Preparation
  • Getting Insights
    • Asking Questions
      • Question Tips
    • Using Projects
      • Suggested Questions
      • Key Terms
      • Follow-up Questions
      • Saving Tables and Charts to a Project
      • Modifying a Chart
        • Chart Basics
        • Advance Visualization Capabilities
      • Using the Dashboard
        • Editing a Dashboard
        • Using Dashboard Filters
        • Scheduling a Report
        • Share Dashboard
        • Viewing the Charts
      • Datasets
      • AI Training
  • Integrations & Application Connectors
    • SQL Databases
    • Data Warehouses
    • Files and Sheets
  • Collaboration and Management
    • Managing Projects
    • Managing Teams and Accounts
      • General Team Settings
      • Adding a New Team Member
      • Upgrade Subscription Plan
  • Developer Reference Materials
    • API Docs
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  1. Collaboration and Management

Managing Projects

PreviousFiles and SheetsNextManaging Teams and Accounts

Last updated 2 months ago

You can easily organize and manage your projects from the projects homepage found by clicking "Projects" on the left side tool bar.

You can add a new project by selecting "New Project" in the top right corner.

Use the schedule report, share, or settings icons to manage individual projects.

  • Click the calendar icon to schedule a report

  • Click the share icon to manage the permissions of a dashboard and to get a sharable link.

  • Click the three dots icon to get more access to more settings including:

    • Settings - takes you into the for the project

    • Edit layout - allows you to edit the layout of the graphs and tables in the project

    • AI Training - lets you update the for that specific project

    • Duplicate - duplicates the project

    • Delete - deletes the project

data preparation
AI setup