Overview

The Overview page is the first thing you see when you open a project. It gives you a summary of your project and quick access to all its modules.

The project overview page

What you will find here

• Project name and description - the title and summary you set when creating the project.

• Key stats - a quick snapshot of your project's activity, such as the number of forms, tables, and team members.

• Module shortcuts - click any module card to jump straight to Dashboards, Forms, Tables, Storage, and more.

Copying a template project

If the project is marked as a template, a Copy Project button appears in the top toolbar. Clicking it lets you create your own copy of the project structure - including forms, tables, dashboards, and other modules. You can choose exactly what to copy on the settings page that opens.

See Project Settings for the full set of copy options, including whether to include existing data alongside the structure.

Quick Start card

On smaller screens (such as phones or narrow browser windows), a Quick Start card appears on the Overview page. It provides a shortcut to every project module - Dashboards, Forms, Tables, Storage, Manager, Wiki, Apps, Users, and Settings - so you can navigate quickly without using the sidebar.

Resources card

The Resources card shows how many dashboards, forms, tables, and other items already exist in your project, with a direct link to each module. This card only appears once your project has at least one resource - it is hidden on a brand-new empty project.

Getting started

If you have just created a new project, the Overview page is a good starting point. From here you can:

1. Review your project description and update it if needed (via Settings).

2. Navigate to Forms to start building data collection tools.

3. Open Tables to view or import data.

4. Invite team members through Users.

The Overview page updates automatically as you add forms, tables, and other content to your project.