The Projects page is where all your work will live! Once here, you can sort and filter your projects list to view your projects organized in different ways, but the default filters on the projects page will be set to be viewing all projects that are either not started or in progress that are due this last month, this month, and next month.

Projects are also typically sorted in due date descending order. Underneath your filter button, you can see the filters that are currently active. You can always sort the projects in a different order, by clicking the column headers and the list will reorganize itself! Click the same header again to reverse the sort order (A-Z or Z-A). You can sort the projects by Name, Client, Due Date, Status, and Tasks. However, you cannot sort by are Next Assignee, Project Assignee, Last Edited, and Team Members.

To add filters to your view, click the grey filter button near the top left hand of the page and you'll see your filter menu appear on the left hand side of the screen. Your options for filtering the projects on your screen are Project Name, Flag, Due Date, Client, (project) Status, Next Assignee, Project Assignee, Last Edited, and Team Members. In each of these options, you'll see unique variables to narrow the scope of your search.

Once you've made your filter selections, hit the blue Apply button in the bottom of the filters menu to update your project list. You'll also have the option to hit Reset, which will reset the filters to the default (all projects that are either not started or in progress that are due this last month, this month, and next month).

Need to view older, completed work? To view your archives or completed work, select the status filter and switch it to completed.

You'll also be able to tell if a project is a repeating project because you'll see a rotating arrow icon next to the due date.

We understand that not every column will have value to the Projects page. For example, a solo accountant using Jetpack Workflow may not need to see who the project or next task assignee is since it'll just be them.

To add or remove columns, just click the Edit Columns button at the top of the screen, then select or unselect the columns you'd like to see, then click Apply.