Accessing Projects
Navigate to your projects by either clicking on the Hona icon at the top of your screen or selecting "Projects" from the side menu.
Filtering Options
Hona allows you to filter your project view based on several different pieces of criteria. You may also have multiple filters applied at once. This is helpful when you are trying to identify a specific group of cases to send a form to or to send a mass message.
Search: The search bar allows you to easily find a project or contact you need. You can search by name, email, phone number, project ID,
Edit Columns: This allows you to edit the visible columns on the project page. You can add or remove columns.
Clear Filters: This will clear all filters you have applied with the filter option or through the search functionality. Please note the default view will include a filter to remove "Complete" cases from view.
Export: Allows you to export project data. This will export all cases in the current scope, meaning if a filter is applied it will only export the filtered data.
Actions
On the main projects page, use checkboxes to select one, multiple, or all projects. The Actions dropdown box have the following options:
View when a single project is selected:
View when multiple projects are selected:
Send Mass Messages: Communicate with selected projects simultaneously.
Send Form: Allows you to send a previously created form.
Request Review: Initiates the review process manually.
Send New Project Notification: Sends the New Project Notification. Be sure to use this only when the client has NEVER received a project notification from Hona to prevent confusion.
Create New Calendar Event (only for single projects): Allows you to create a new event for the client
Sent Current Notification: Sends the notification of the current phase the client is in.
Request e-signature: Allows you to send a document using our e-signature feature
Individual Projects
When you click on an individual project, you are able to see the following:
Details:
Hona details: Project Type, Phase, Hona Enabled
Personal details: Phone number, Email, Notification Preference, Login data
Messages: Two-way messages with the individual.
Files: Any files that were shared with the client and vice-versa.
CMS Tasks: Any tasks that have been assigned in your CMS
Activity: Phase progression updates, Hona events, and mass messages.
Calendar: Events created through Hona
Team: Team members associated with that project (this information is pulled from your CMS and is not adjusted in Hona)
Review: Any NPS Surveys, reviews, or internal feedback
Forms: Shows all completed and pending form requests on the project
E-Signatures: Shows all completed and pending e-signature requests on the project
Conclusion
By following these steps, you can efficiently navigate and interact with your projects in Hona, utilizing various filters and functionalities to streamline case management. Feel free to explore and customize based on your specific workflow needs. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].