Filter projects

Looking for a particular project? Projects can be filtered by a variety of criteria by clicking the ‘Filter Options’ button in the top right of the Project List screen. This button displays when you hover the mouse over the funnel icon.

You can filter by Project Name, Company Name, Project Status, Task Status, Payment Status or Awaiting Response. 

The latter is a really useful tool. Displaying projects that are ‘Awaiting Response’ will show projects where a client has sent the last message and is likely to be waiting for a reply from your team. Keeping this list clear is a great way to ensure you’re offering great communication to your clients.

Updated on May 11, 2020

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