This guide explains how to manage projects from the Projects tool. It includes instructions for filtering projects, creating a new project, and assigning or removing tags in bulk.
how to filter projects
Users can filter projects using the available filters in the Projects workspace, including Name, Stage, Project Type, Client, and Tags.
Filter by project name
To filter projects by name:
1. Click the Search bar.
2. Enter the project name.
Projects that match the entered value will appear in the Projects table.
Filter by stage
To filter projects by stage:
1. Click the Stage dropdown menu.
2. Select a Stage.
Projects that match the selected value will appear in the Projects table.
Filter by project type
To filter projects by project type:
1. Click the Project Type dropdown menu.
2. Select a Project Type.
Projects that match the selected value will appear in the Projects table.
Filter by client
To filter projects by client:
1. Click the Client dropdown menu.
2. Select a Client.
Projects that match the selected value will appear in the Projects table.
Filter by tags
To filter projects by tags:
1. Click the Tags dropdown menu.
2. Select a Tag.
Projects that match the selected value will appear in the Projects table.
how to create a new project
To create a new project:
1. Click the + PROJECT button.
2. Select a Project Type.
3. Enter the Project Name.
4. Select an Organization, Person, or create a new contact.
5. Click SAVE.
The new project will appear in the Projects table.
how to assign tags to projects in bulk
To assign tags to multiple projects:
1. Select the projects using the Checkbox column.
2. Click ASSIGN TAGS.
3. Select the desired Tags.
4. Click CONFIRM.
The selected tags will be assigned to all selected projects.
how to unassign tags from projects in bulk
To remove tags from multiple projects:
1. Select the projects using the Checkbox column.
2. Click UNASSIGN TAGS.
3. Select the Tags to remove.
4. Click CONFIRM.
The selected tags will be removed from all selected projects.