Organise projects with boards and views
On this page
Open Projects and pick a view
Open Implementation → Projects. From the Implementation overview, you can also select View all projects. Every row or card represents a project. Use the view tabs to change how you see the work.
| View | When to use it |
|---|---|
| Main table | Review owners, stages, priority and dates side by side. Expand a project to see its sub-items. |
| Kanban | Follow work across stages. Columns represent stages in the selected job type. Group by can split the board into horizontal rows by owner, customer, priority or your own groups. |
| Calendar | Review scheduled project work by date. |
| Gantt | Compare when several projects start and finish, and spot overlapping work. |
| List | Browse projects in a compact list. |
| Requests | Review work waiting to be accepted as a project. See Handle new project requests. |
Find work and organise it
- Use Search with the project name or its number, such as
IMP-142. - Use Person for work assigned to a team member. Use Filter to narrow by status, job type, stage, priority or label.
- In the Main table, use Group by to arrange the remaining projects. Choose Stage for a delivery meeting or Owner to review workloads. The Stuck? cell shows a recorded or suggested reason. Open it to review the blocker and, if needed, record a reason and a date to check again.
- On Kanban, use Show done in Filter to include older completed projects. The Done column normally shows projects finished in the last 30 days.
Move a project to the next stage
In the Main table, select the project's Stage pill and choose the next allowed stage. In Kanban, drag the card to another column in the same horizontal row. If it returns to the old column, read the message. The job type may restrict the move, require a particular person or need approval. If an approval is requested, the project stays in its current stage until approved.
Save a project board
- Choose a view, filters and grouping. For example, choose Kanban, filter to active onboarding projects and group by Owner.
- Open Boards and select Save what I see as a board….
- Enter a name such as Active onboarding by owner. Select Show this board to everyone on my team if the view is for the team.
- Open the saved board from the same menu to restore its settings.
Review changes and archive old work
Open a project to see its Steps, Overview and Timeline. Use Timeline for updates and client messages. Check Client can see this only when you intend to share the update with the client, and review whether Email them is selected.
For a bulk change, tick the projects and choose an action, such as changing the owner or adding a label. Review the result, since the board checks permission and stage rules for each project. To take finished work off the board, select Archive. Use Filter → Show archived and Restore to bring it back.