This Project List View is deprecated as of October 12, 2023. There's no way to revert to it. We're moving to a new table format which will allow for more customizations down the road! Learn more about it here.
Overview
Swiftly accessing your projects and glancing at pivotal information from these projects helps you stay on top of your work, increases productivity, and helps you prioritize.
User Access
All GUIDEcx users can access the Project Dashboard List View
How to Navigate the Project Dashboard - List View
When you click into your project Dashboard it will default to the list view
A - Headers
B - Customer Logo
C - Project Name & Active Milestones
D - Brand Logo
E - Status
F - Cash Value
G - Project Manager
H - Completed Tasks
I - Overdue Tasks
J - Open Action Items
K - Start Date
L - Planned End Date
M - Forecasted End Date
N - Time Elapsed (Days)
O - Last Updated
Best Practices
Clicking on the following things will enter the project plan view:
Customer Logo
Project Name
Hovering over the following items will provide the corresponding names:
Customer Logo
Active Milestones
Brand Logo
Project Manager
You can view and update your project status from directly from the project list view. Read more about project statuses HERE
FAQs
Can I edit the Customer Logo?
Can I edit the Customer Logo?
Yes, to change the customer logo and name click on the three dots in the top right corner of your project then Project Settings and then click on Edit Customer to edit the customer's company details for all projects linked to this customer!
Can I sort my list view?
Can I sort my list view?
Yes! If you click on a header name it will sort your project list according to the header that you clicked on.
All headers are sortable
You can see which column your list is sorted by and if the order of that column is sorted by looking for the carrot indicator. Examples:
In the first screenshot, you can see that the list is sorted in alphabetical order by status
In the second screenshot, you can see that the list is sorted in reverse chronological order by planned end date
Are the headers customizable?
Are the headers customizable?
No