Project List View

The Project List View provides a comprehensive, row-by-row display of all projects accessible to you. This view is designed for efficient scanning and detailed review of project information.


What You See in Project List View

Each row in the Project List View represents a single project and displays the following information:
  • Project Name: The name of the project is prominently displayed. Clicking on the project name navigates you directly to that project's home page.
  • Privacy: Icons indicate the project's privacy setting.
  • An icon with multiple users indicates the project is visible to "Internal Team & Invited People."
  • An icon with a single user indicates the project is visible to "Invited People Only."
  • Custom Fields: Any custom fields associated with the project are displayed. These appear as colored tags with the custom field option's name.
  • Assigned People: Profile images of people assigned to the project are shown. If there are more assigned people than can be displayed, a count indicates the additional members. If no one is assigned, an icon prompts you to assign people.
  • Dates: The project's start and end dates are displayed. These dates can be edited directly within the list view if you have the necessary permissions.
  • Status: The project's current status is clearly indicated. "Open" projects are shown in green, and "Closed" projects are shown in red.
  • Project Image: If a project has an associated image, it is displayed.
  • Notification Bubble: A red bubble appears with a number if there are unread comments on the project, indicating new activity.

What You Can Do in Project List View

The Project List View allows for several interactions to manage and navigate your projects:
  • Navigate to Project Home: Click on the project name to go directly to the detailed home page for that specific project.
  • Edit Project Details: When you hover over a project row, an "Edit" icon appears. Clicking this icon allows you to edit the project's details, provided you have the necessary permissions.
  • Open Project in New Page: When you hover over a project row, an "External Link" icon appears. Clicking this icon opens the project in a new browser tab or window.
  • Create Project from Template: If a project is designated as a template, a "Create Project From Template" button appears when you hover over its row. Clicking this button initiates the process of creating a new project based on that template.
  • Filter Projects: A "Filter" button is available, which opens a popup. Within this popup, you can apply filters based on project privacy, assigned people, and project status to narrow down the list of displayed projects.
  • Sort Projects: A "Sort" button is available, which opens a popup. Within this popup, you can choose how to sort your projects, such as by name, date, or other criteria, and specify the sort order (ascending or descending).
  • Group Projects: A "Project - Group" button displays the current grouping status. Clicking this button opens a menu where you can select custom fields to group your projects, organizing them into sections based on the chosen field's values.
  • Search Projects: A search input field is available to quickly find projects by name.
  • Toggle List Visibility: For grouped lists, a "Hide List" option is available to collapse or expand sections, allowing you to focus on specific groups or hide those you do not need to see.