The Project Overview page is your central command center, where you can manage, search, and organize all your projects in one place.
To ensure the best experience for every workflow, the application a modern, high-performance interface with advanced grouping and customization features.
In this article, we will walk you through the key functionalities of the project overview page, helping you navigate your dashboard like a pro, regardless of which view you choose to use.
Project Overview page
The Project Overview is your landing page in the application. It offers a modern, card-based interface designed to give you a clearer view of your active projects.
1. Overview
This is how the project overview page looks like:
2. Creating a New Project
Ready to start? The "Create new project" button is prominently placed at the top right. Clicking this will guide you through the setup process (FAQ: How to create and configure a project).
3. Searching and Sorting
Finding a project is fast:
A) Search Bar: Click on the magnifier. On the top right of your screen you can now type any part of a project name to filter your view instantly.
B) Sorting Menu: Use the dropdown (default: Project Name) to sort your projects by Project Name, Project Owner, Project Start Date, Project Due Date or Project Creation Date. You can sort them ascending or descending.
C) By clicking the view toggles next to the sorting menu, you can choose how you see your projects:
List View: Best for a compact, vertical view of many projects:
On each project card, the three-dot menu (⋮) allows you to perform actions without opening the project itself, such as: Project info, Settings, Duplicate, Hide, Archive and Delete.
By clicking the Columns icon on the far right (highlighted by the red arrow), you can open a side panel to choose exactly which information you want to see. You can toggle:
Code: The project's unique identifier.
Created by/on: Tracking who started the project and when.
State: Quickly see if a project is Active or a Favourite.
You can click on any column header (Project name, Created by, etc.) to sort your projects.
It offers a "Row Groups" feature. You can drag any column header into the "Drag here to set row groups" bar at the top or the side panel.
Example: Drag "Created by" to this area to automatically group all projects according to their creator.
Grid (Card) View: Best for a visual overview with project images:
4. View Toggles
All Projects: Toggle this to view all projects. You can minimise sections by clicking on the header's name (e.g. Favourite Projects).
Active Projects: Toggle this to only view the active projects.
Favourite Projects: When checked, only your starred projects will appear in the project overview.
Hidden Projects: This option shows you all your projects that you have previously hidden from your main dashboard.
Archived Projects: Check this box to view projects that have been completed and moved to the archives.
5. Managing your Favourites
To keep your most important projects at the top, click the Star icon on any project card. These will be grouped under the "Favourite Projects" section for quick access.
6. Project Quick Actions
On each project card, the three-dot menu (⋮) allows you to perform actions without opening the project itself, such as archiving, deleting, project info or editing project settings.
Got a problem? Contact our support here or ask your questions online directly on the app.