Overview of Projects Page

The Projects page is where all your work will live! Once here, you can sort, search, and filter your projects list to view your projects organized in different ways. The page uses endless scroll, and the size of the table will match the size of your monitor automatically.

This page also features inline editing in multiple column categories, so you can edit information directly on the projects table. These editable columns include:

Projects are typically sorted in due date descending order. You can always sort the projects in a different order by clicking the column headers with the sort icon, and the list will reorganize itself. Click the same header again to reverse the sort order (A–Z or Z–A).

To add filters to your view, click the filter icon near the top left of the page, and your filter menu will appear on the left side of the screen. Your options for filtering projects include default fields like due date, assignee, client, and project name, as well as custom field options from your clients area. Each of these options includes unique variables to help narrow the scope of your search.

Your current filters will always be shown across the top of the table. Use the X on a filter to remove it without opening the filters menu.

Once you've applied the filters you want, you can save them as a Saved View so you don't have to rebuild them every time. Your saved views will appear in a drop down near the top of the table.

To create a new saved view, go to the default view, start applying filters and you'll see a field to type your view name - enter a name and save it once your filters are set the way you'd like.

Saved Views can be edited, duplicated, or deleted at any time, making it easy to maintain multiple ways of looking at your projects (by team, by client type, by due date range, etc.). You can have up to 25 custom saved views (includes Default View and Firm Overview, Firm Overview can be deleted). Saved views are individual per account - not shared by the entire team.

There are two views available to every user automatically:

Use the search bar in the upper left corner to search your table. You can search by default fields like client, project name, label, status, or assignee - or even by custom fields, as long as the custom field is not marked as sensitive.

Need to view older, completed work? Open your filters, select the project status filter, and switch it to Complete. Hit Update Filters to apply.

Pro tip: If you look at completed work often, create it as a saved view!

To add or remove columns from your projects table view, click the Add Columns icon at the top of the screen, then select or unselect the columns you'd like to see and click Apply.

Column options include preset fields like due date, client, labels, and status, as well as any custom field options you have on your clients. To learn more about custom fields and how to create them, click here.

You can rearrange columns by grabbing a column header and dragging it into your preferred order. You can also resize any column by hovering over the line between columns until you see the arrow icon appear, then dragging left or right to extend or shorten the column.

Click the export icon in the upper right corner of the screen to export your projects to a .csv file. The export will include whatever your table is currently filtered to, with a hard limit of 10,000 records per export.