Overview
The Projects List Page is your central hub for viewing, managing, and tracking all projects (you manage and are invited to) in one place. It gives you a clear, structured overview of project health, ownership, timelines, and progress so you can stay organized and make informed decisions quickly.
What is the Projects List Page used for?
Use the Projects List Page to:
View a list of all active and past projects
Track progress with task completion indicators
Monitor project status (e.g., On Time, Pending)
Identify risks through overdue task counts
Assign and review Project Managers (PMs)
Access key project details like start and end dates
Customize how project data is displayed
If you’re an Admin or Manager you can see ALL projects within your workspace. If you have a GUIDE license then you can see ALL projects that you manage and all projects you’re invited to. If you have a free license (Task Owner, Contributor, or Observer) then you can only view projects that you are invited to. Customers with Full Project view will see projects that they are invited to.
Understanding the List
Here’s what you’ll find on the Projects List Page:
Search bar - Quickly find projects by name or keyword
Add Filter Button - Narrow results using criteria like Project Manager or Project Tags
Filter action buttons - access 'Saved Filters', set a default filter view, and create new saved filters.
Projects List Table - Displays project data in rows and columns
Columns include:
Project Name
Customer
Status
Warnings
PM (Project Manager)
RAG Status
Completed Tasks
Overdue Tasks
Start Date
Planned End Date
Time Elapsed
Last Update
Forecasted End date
Messages
Cash Value
All Custom Fields in your workspace
Bulk Actions - Perform actions on multiple projects such as Reassign and Delete projects. (Only Admin and Managers can Delete projects. Admin, Managers, and Guides can reassign projects)
Columns button - Select which fields are visible on the Projects List Page for your account to create a custom view!
Pagination controls are found at the bottom of the Projects List- Navigate between pages. (It displays 30 projects per page)
How to Use Key Features
🔍 Searching
Use the Search bar to locate projects instantly.
Steps:
Click into the search field
Type part of a project name or keyword
Results update automatically
💡 Tip: Keep search terms simple for broader results. The search bar only queries the project name, it doesn’t filter by any other columns - that’s what Filtering is for.
🎯 Filtering
Filters help you narrow down projects based on specific criteria.
Example: Filter by Project Manager, Region, or Template
Click the + (Add Filter) button
Select a field (e.g., Project Manager, Specific Project Tags, Warnings, etc)
Choose a condition (e.g., is one of)
Select a user
Apply the filter
You can:
Combine multiple filters
Clear filters using the Clear button
Save frequently used filters for quick access
↕️ Sorting
Sort projects to organize your view.
Steps:
Click on a column header (e.g., Project Name or Start Date)
Click again to toggle between ascending/descending
Common use cases:
Sort by Planned End Date to prioritize deadlines
Sort by Overdue Tasks to identify at-risk projects
Here’s how sorting works for each field:
Project Name (Alphabetically)
Customer (Alphabetically)
Status (Alphabetically)
Warning (Not Sortable)
PM (Alphabetically)
RAG (Not Sortable)
Completed Tasks (Not Sortable)
🧩 Column Customization
Customize which fields appear in your table.
Steps:
Click the Columns button (top right corner of the Projects List table)
Select or deselect fields
Reorder columns by dragging and dropping the columns where you want them
Your view will be autosaved as your default view!
Custom Fields with the Projects List Page (Populate & View)
Custom fields allow you to track additional project-specific data (e.g., priority, region, budget).
To View Custom Fields:
Enable them via the Columns menu
To Populate Custom Fields:
Inline editing is available so you can edit directly in the Projects List Table
Locate the custom field
Enter or select a value
The changes will autosave
💡Tip: Use consistent values (e.g., Single Select Custom Fields) to keep reporting clean. Learn more about creating custom fields here. <insert article>
Bulk Actions
Perform actions on multiple projects at once.
Steps:
Select projects using checkboxes
Click Bulk Actions
Choose an action (e.g., Reassign the PM or Delete)
Best Practices
Use filters instead of scrolling to quickly find relevant projects
Standardize naming conventions for easier searching
Monitor overdue tasks regularly to catch risks early
Customize columns per role (e.g., PMs vs executives)
Leverage custom fields for reporting and segmentation
Save frequently used filters for recurring workflows
Keep data updated (statuses, dates, ownership) to ensure accuracy
FAQs
1. Why can’t I see certain columns?
They may be hidden. Click the Columns button and enable the fields you need.
2. Can I save my filters?
Yes - use Saved Filters to store and reuse commonly used filter sets.
3. What does “Overdue Tasks” mean?
It shows the number of tasks past their due date within a project - an indicator of risk.
4. Why does a project show “Pending” status?
This usually means the project hasn’t started yet.
5. Can I edit projects directly from this table?
Depending on your permissions, some fields may be editable inline. Otherwise, open the project for full editing.
6. How do I track project progress?
Use the Completed Tasks bar and ratio (e.g., 442 / 586) to understand completion percentage.
7. What if my search isn’t returning results?
Check spelling
Try broader keywords
Clear filters that might be limiting results
Pro Tips
Combine search + filters for powerful querying
Sort by Completed Tasks to spot near-finished projects
Use custom fields to align with your team’s workflow