The Project overview screen lets you:
- See the list of your projects
- Move Projects from one category to another
- See your Projects categorised by status (Active / Closed)
- Filter against the displayed Projects
To access the Project overview screen click 'Projects' on the left hand menu
Moving Projects from one stage to another
Ensure you have selected 'Tiles' view and 'view by stage'
Simply drag and drop a Project tile from one stage to another and it will be updated. Changes will be saved once the tile changes from light blue to white.
Please note only active Projects are shown on the stage view
Configuring your Project stages
Ensure you are viewing your projects by stage (see above). Click 'add new stage' and type in the name of the stage you want to add, and any additional ones.
If you wish to re-order the stages you can drag them left or right
Ensure you have selected 'view by status'
You will then see a static view of the Projects and their status (Active / Closed). You can drag Project tiles from one status to another to change them.
Filtering against the displayed Project
You can filter against the following things to narrow down the list of projects:
- Project name
- Project owner
- Associated Groups
- Associated Customer
- Associated Tag
Type your keyword into the filter bar and then select the associated choice from the selection given to you.