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Overview of the Project Homepage and How to Navigate the Site
Overview of the Project Homepage and How to Navigate the Site

This article serves as a guide for navigating the project homepage and exploring inVision

Written by Tyler Harp
Updated over a week ago


The first step in using inVision is understanding the project homepage.

After logging into inVision, users are taken to the project homepage. In the case that a user has access to multiple projects, they will first be prompted to choose which project to access.

Each project homepage may be organized differently, but the core features are the same across the inVision platform.

Understanding the Homepage

Following the image above, the key homepage items are defined below:

  1. Project name and Lead - This section can help normalize what a project is called when communicating with coworkers or correspondents and provides the "project lead". The project lead is the person in charge of the project who can be contacted for any help or changes needed.

  2. Project Header - The project header allows users to navigate to specific sections of the project, including the user settings.

  3. Notifications box - This box is used to update users with any important notifications. This could include new features to the project, current bugs that are in the process of being fixed, etc.

  4. Key Links - The key links section contains links that may be useful when working in inVision. In a conference project, this will usually contain the links to the conference site and abstracts.

  5. Team Views - The team views section allows users to filter the project homepage into pre-determined views for different teams or focuses. For instance, the "Commercial" team view only shows items that are important to the "Commercial Team"

    [NOTE]: For better understanding of team views, refer to this article

  6. Drug Changes - If a project uses inVision's dynamic drug database, this section will show how many changes have been made to the drugs in the database in the last 30 days. It also includes a link to the "drug change report" which can be customized to show changes within a desired time frame.

  7. Categories and Topics - The bulk of the project homepage is reserved to categories and topics. This part of the page can be thought of as one big filing cabinet where the "categories" are different drawers and the "topics" are folders containing the files users are looking for. Essentially, every post in inVision is assigned to a topic and the topics are then organized into categories based on similar features. Users may open and collapse categories by clicking on the chevron to the right of the category name. Clicking on a topic will allow users to access each post associated with that topic.

  8. Visuals - The visuals section corresponds to the drug database as well. this section will provide links to visuals created in the database. These visuals include bullseyes, timelines, landscapes, catalyst calendars, and data tables. It is possible that this section also includes thumbnails providing a snapshot of some of the visuals in the project.

  9. Documents - The documents section contains documents that could be important while working in a project. This could contain inVision help documents, earnings reports, etc.

  10. Recent Alerts - The recent alerts section shows the alerts that were sent most recently in the project. This will also include a link to access the full list of alerts within the project.

  11. Help Bot - Every page in inVision has a help bot in the bottom right corner. This bot helps users contact the support team by sending a message to [email protected]. It can also be used to search our database of help articles. Users can type an issue and if there is a related help article, it will be suggested.

Navigating the Project

The project header provides access to different places in inVision.


First, by hovering over the "Drugs" tab, users can access the drug database.

This includes three options: View Drugs, View Visuals, and View Pharma Events.

  1. View Drugs - This takes users to the list of drugs in the database. This list is customizable and searchable. In addition, this list can be exported to an xls file. Users can view a drug landing page by clicking on the drug name.

  2. View Visuals - As mentioned early, there are a list of visual types that may exist in projects with the drug database. This tab takes users to the list of existing visuals in the project. They can be accessed by clicking on the visual name.

  3. View Pharma Events - This leads to an exportable list of pharma events that have been entered into the drug database and are used to create some visuals.


The "Alerts" tab accessing the complete list of alerts that have been sent through the project.


The "Documents" tab allows users to either view the documents in the project, or add a new document.


The "Conferences" tab includes the list of conference projects associated with the standard project the user is currently in. This shows as an abbreviated list with a link to the complete list of available conferences.


The "Settings" tab allows users to access their settings. Also, users have the option to invite other users. This tab is the easiest way for a user their downloads when downloading a file.

Feedback and Support

Upon clicking the magnifying glass, users access the search bar. This functions as a place to search the database for alerts, drugs, visuals, etc.

At the bottom of each project is an option to submit a Feedback form as well as links to help articles and the inVision support team email.

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