Customize how the projects list looks and behaves: columns, density, sorting, and default filters
Tune your view from a slide-in panel on the projects list, or from a full settings page.
Project list settings control how your projects list is presented to you: which columns appear, how dense the rows are, how many records load per page, the order they sort in, and more. They apply to the List view of the projects page (the Board, Calendar, and Timeline views keep their own controls). You can reach these settings two ways, and they always show the same values:
Choose which columns appear in the list.
Toggle individual columns on or off to build the view you want. Standard columns such as project name, company, stage, start date, target end, owner, tasks, progress, budget, hours logged, and created date can each be shown or hidden, and any custom fields configured for projects appear here too. Drag the handle next to a column to reorder it. The health indicator always stays visible so a project at risk is never hidden. Hidden columns and your chosen order are remembered so the list looks the same the next time you open it. If a custom field is later removed by your admin, it simply drops out of your column choices automatically.
Set how much vertical space each row takes.
Choose between Comfortable and Compact. Comfortable gives each row a little more breathing room and is easier to scan; compact fits more projects on screen at once, which is handy when you are reviewing a large portfolio. Pick whichever suits how you read the list.
Control how many projects load on each page.
Set how many records appear before you need to page forward. A smaller page size loads faster and keeps scrolling short; a larger page size lets you see more projects without paging. The pagination controls at the bottom of the list always reflect the page size you choose here.
Pick the order the list opens in.
Choose the field the list is sorted by when it first loads, and whether it sorts ascending or descending. You can sort by created date, name, target end date, stage, or hours logged. New projects are shown first by default (created date, newest first). You can still re-sort at any time; the default sort just decides where the list starts each time you open it.
Decide which projects the list shows by default.
Set a starting filter that is applied every time you open the projects list, for instance opening straight to one company, a single stage, or a particular project type (client vs internal). You can always clear or change the filter on the list itself; the default just decides what you see first.
Choose how you are told when a project is handed to you.
Control the notification you receive when a project is assigned to you, right from the settings panel on the list. You can choose whether to be notified in the app, by email, or both. This preference is part of your overall notification settings; open Manage all notifications from the project settings to review every category in one place.
Changes save themselves and follow you across devices.
There is no save button. Every change you make autosaves the moment you make it, and a brief saved indicator confirms it. Because the panel and the settings page read and write the same preferences, a change in one shows up in the other immediately, and because they are stored on your account rather than in the browser, they follow you to any device you sign in on.