Overview:
The Projects dashboard gives you a bird’s‑eye view of all your projects, their status, assigned members, clients, and key dates. Use filters, search, and table controls to find exactly what you need.
Steps:
Go to Work → Projects in the left sidebar.
At the top, use the Duration and Start Date To End Date filters to narrow by timeframe.
Select Status (e.g., In Progress, Completed) from its dropdown.
Click the Progress dropdown to filter by percent complete (e.g., 0–20%).
Type in the Search box to find projects by code or name.
Use the Filters icon (top right) to show/hide columns or switch between table and card views.
Click Export to download the current list, or Import to bulk‑upload new projects.
Tips & Best Practices:
Save common filter sets (e.g., “My Active Projects”) for quick access.
Toggle between list and Kanban‑style views for different perspectives.
Use the Show [10] entries control to adjust pagination.
Troubleshooting / FAQs:
I see no projects: Ensure your date filters aren’t excluding everything (set to “All”).
Columns missing: Click the Filters icon and re‑enable hidden columns.
Export button disabled: Check you have “Export Projects” permission in Roles & Permissions.