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View and manage your delivery projects across four views of one dataset
The projects list displays all of your projects in a sortable, filterable table. Each row shows key details at a glance so you can quickly check a project's status, see who is responsible, and track delivery timelines.
These columns are shown out of the box. You can show, hide, and reorder columns, and add any project custom fields, from Project list settings.
- Project: the name of the project.
- Company: the company associated with the project, shown as a clickable link to the company detail page. Projects with no company are internal projects.
- Stage: the project's current delivery stage, shown as a color-coded badge.
- Target End: the planned completion date for the project.
- Owner: the team member responsible for the project.
- Tasks: how many of the project's tasks are done out of the total.
- Progress: a bar showing overall task completion.
- Health: a delivery-health indicator. A project that is at risk or off track shows a colored badge here; one that is on track shows no badge unless you set its health manually. The column always stays visible so an at-risk project is never hidden.
Additional columns you can switch on include Start Date, Budget, Hours logged, and Created date, plus any project custom fields.
Use the Sort control in the toolbar above the list to choose how projects are ordered, and switch between ascending and descending order. The following sort options are available:
- Created Date: sort by when the project was created (default, newest first).
- Name: sort alphabetically by project name.
- Target End Date: sort by the planned completion date.
- Stage: sort by the project's current delivery stage.
- Hours Logged: sort by the total hours logged against the project.
You can also set which sort the list opens with by default from Project list settings.
Available Filters
- Search: search across project names and descriptions to quickly find a specific project.
- Stage: filter by delivery stage to see only projects at a particular phase, or show all active stages at once.
- Company: filter by the associated company to view all projects for a specific client.
- Assigned To: filter by team member to see projects assigned to a particular person. Available to managers and admins.
- Project type: show only client projects (linked to a company) or only internal projects (no company).
- Custom fields: filter on any custom fields configured for projects in your organization.
There is also an Archived filter. The list shows active projects by default; switch this filter to view archived projects instead. Everyone can find the archived projects they own or created, while managers and admins can view all archived projects across the organization and are the ones who can archive a project.
The same filters apply across all four views, so switching from the list to the board or timeline keeps the set of projects you are looking at.
The projects page offers four views of the same set of projects. Switch between them from the view controls above the list:
- List: the sortable, filterable table described above, with columns you control.
- Board: a kanban board with one column per delivery stage. Drag a project between columns to change its stage.
- Calendar: projects placed on a calendar by their target end date. A project with no target end date does not appear on the calendar.
- Timeline: a horizontal timeline of projects across their planned dates, with a real date axis, month and quarter zoom, a marker for today, and a diamond at each project's target end date. Hover or focus a bar for its details.
Every view reads from one shared set of projects, so your filters and the data stay consistent as you move between them. On the List view you can save the current columns, sort, and filters as a saved view, then switch between your saved views from the tabs above the table.
Open the toolbar's overflow menu and choose Export projects (CSV). The export records the active filters, visibility scope, and sort order, then captures matching rows in bounded batches. An edit made while a background job is running can affect a row that has not been captured yet; once captured, that row's exported values stay fixed. A view of up to 1,000 projects and 50 MiB downloads immediately. A larger row set or file runs as a private background export and may download as several numbered CSV files.
Projects do not use configurable pipelines. Every project shares the same fixed set of six stages representing phases of delivery work: Planning, In Progress, Review, On Hold, Completed, and Cancelled. This set is the same for every project and is not edited in admin settings, unlike opportunity pipelines, which admins can configure with their own stages.
Click any project row to open a quick preview beside the list. From the preview, choose Open full record to go to the project's detail page, where you can view full project information, manage tasks, update the stage, and track the activity timeline.