The Project List tab is customizable; it can be configured to show only the most relevant information to you, much like the Global Task List. For a more detailed walkthrough, please see our Project List Webinar.
Select and Reorder Columns
The Project List contains all your most important project information, including Custom Fields (Premier and Enterprise only). You can select which columns you’d like to see in the list as well as what order you’d like them in.
The color assigned to each project appears as a thin vertical ribbon to the left of the project name and under the Project Color column.
Show / Hide Projects
Using the Show drop-down menu, users can filter the Project List to show only their projects, projects they can join, projects in their organization, or projects for which they have Guest Access. Note that team members cannot have Guest Access on projects for which they're participating.
Click on a filter icon (“ ”) to apply filters to one or more of the following columns: Project Color, Status, Groups, Organizations, Provider Lead, Milestone Weight % Complete, and Archived. You can apply filters to multiple columns at once to only show the information that is relevant to you.
Save Your View
Save a custom view of how you’ve configured your Project List, based on column selection, column order, filters, sort, and page size. You'll see your saved view as your default the next time you visit the Project List.
The export function gives you the flexibility to export all project columns or only the ones that you have selected in the Configure Columns menu.
By selecting the checkboxes next to the project titles (or at the top of the table to select all projects on the page), you’ll get access to a powerful set of bulk actions. From the bulk actions footer, you’ll be able to perform the following actions across multiple projects:
- Add Members to Projects
- Designate Project Lead
- Add Projects to Groups
- Set Project Status
- Set Project Colors (if enabled)
- Archive Projects
New Groups Management
The Project Groups tab provides you with more visibility into the details of your various project groups, including company information.