View and manage your delivery projects across four views of one dataset
The projects page gives you a centralized view of all your active and completed projects.
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.
Information displayed for each project in the list.
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.
Additional columns you can switch on include Start Date, Budget, Hours logged, and Created date, plus any project custom fields.
Change the order of projects in the list.
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:
You can also set which sort the list opens with by default from Project list settings.
Narrow down the project list using filters.
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.
See the same projects as a list, a board, a calendar, or a timeline.
The projects page offers four views of the same set of projects. Switch between them from the view controls above the list:
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.
Every project moves through one fixed set of six delivery stages.
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.
Interact with projects directly from the list.
Click any project row to open a quick preview beside the list. From the preview, choose Open full recordto go to the project's detail page, where you can view full project information, manage tasks, update the stage, and track the activity timeline.