Overview
Use the Project Dashboard to create projects, filter in projects you wish to view, and save these filters to easily access them in the future.
User Access
All GUIDEcx users (Admin, Managers, Guides, Task Owners, and Contributors) can (fill in the blank with what the article is about)
How to Navigate the Project Dashboard
Project Type Dropdown
Provider Projects - projects where you are an internal team member
The default view for providers (like you!)
Customer Projects - projects where you are a customer team member
The default view for your customers
Third-Party Projects - Projects where you are a third-party team member
The default view for your third-party users
Deleted Projects - Projects that have been "Soft Deleted"
There are 2 types of project Deletion
Delete Forever
Soft Delete
Soft deleted projects will be removed from the system in 30 days, you can remove them immediately by choosing delete forever.
Filters
Applied Filters: The filters that are currently selected for what you are viewing
My Filters: Saved filters that you can easily toggle between.
Filter: This will open a drawer to allow you to choose which criteria you would like to view your projects by.
Save to My Filters: Save the currently applied filters to your "My Filters" List.
Read more about project filters HERE
Add Project
Guides, Managers & Admins - Click here to create a project
Read More about Creating Projects HERE
Toggle between the list & timeline view of projects
Search
Search by:
Project Name
Customer Name
Export
Exporting your project list will email you a .csv file of your projects
Click HERE to see the Project Export Details