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Viewing and managing the project board

Easily track and update your project statuses using the Project Board.

Updated this week

How the Project Board Works

The Project Board gives you a clear visual overview of all your projects, organized by status and due date. Projects with older due dates appear higher on the board, helping you prioritize your workflow.

Key Features

  • Drag and Drop Status Updates
    Move projects between columns to update their status according to your work process. This makes it simple to keep project progress up to date.

  • Search and Filter Options

    • Use the search bar to find projects by name or ID.

    • Apply filters to narrow down projects by specific clients.

    • Use the "Active/Archived" toggle to view either active or archived projects.

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