The Projects section displays all projects in which the organization is currently involved. This section provides visibility into the organization’s participation across the firm’s operational workflows.
The section renders a projects table, where each row represents a single project associated with the organization. Users can quickly review key project attributes such as project name, type, current stage, relationship, tags, and other relevant indicators.
This section helps users understand how the organization is connected to active or historical projects within the system.
access the projects section
To access the Projects section of an organization, follow these steps:
- Open the Cases/Intake workspace.
- Click Contacts.
- In the ORGANIZATIONS tab, locate and click the organization’s name.
The Organization Editor will open. - In the Contextual Menu, click Projects.
The Projects section will display.
projects section dashboard
The Projects section dashboard contains the following components:
- Projects section.
- Projects table.
- Name column
- Type column
- Stage column
- Relationship column
- Tags column
projects table
The Projects table provides a structured, record-based view of all projects associated with the organization.
Each row represents a single project and displays key attributes that help users quickly identify the organization’s role and status in the project.
| Column | Type | Description | Example |
| Name | Informational | Displays the project name associated with the organization. | Smith Personal Injury Case |
| Type | Informational | Displays the type of project where the organization is involved. | Personal Injury |
| Stage | Informational | Indicates the current stage of the project for this organization. | Intake |
| Relationship | Informational | Displays the organization’s relationship with the project. | Client |
| Tags | Informational | Displays the tags assigned to the project. | High Priority |