Projects Overview

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Managing your projects is very easy and intuitive. The place to start is the Project List Page.

You access this page via the main menu:

:: Main Menu > Projects

From this page, you are able to view and do the following:
  • (1) Create a new project
  • (2) Edit an existing project
  • (3) Delete a project
  • (4) Quickly manage additional project setting, via the quick actions, drop menu.
  • (5) Filter projects, using a detailed filter panel. You can filter by project dates, categories, statuses, etc.
  • (6) Toggle (hide/show) the Quick Stats panels
  • (7) As the admin user, you can select to view all projects or only the projects that you are assigned to.
  • (8) Search your projects, using the free text search box.
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