Within Teamwork.com, you can view all of
your projects via the List subsection of the main Projects area.
Click
the Projects option
in the main navigation
menu on the left of your
site and select the List tab.
You can toggle the projects between list and grid view using the View as option in the top right.
When viewing your projects in list
view, each project will be listed on a
separate row, with each related project
property shown in different
columns.
Depending on your profile permissions,
you can add new projects via
the Add Project button at the top of
the view.
The toolbar at the top of the projects list
allows you to search, filter and refine your
view.
Search
Search based on project name or
associated company to
refine your projects list.
To filter projects by starting
letter, type a single letter into the search
field. This will return projects only starting
with this letter.
View switcher
View you projects via list
view or grid view.
Source projects
Toggle between projects where you
are a member and all projects on the
site.
Note: This option is
only available
to owner company site
administrators.
Company grouping
By selecting the company option, you
can group the list of projects you are
currently viewing based on their associated
company. Clicking again will ungroup the
projects.
When company grouping is active, the
projects list will display each project under
its associated company heading.
Project statuses
Projects are grouped by status depending on
where they are in their current
timeline. Click the status dropdown to switch
between the different status options.
Note: Visibility of
starred projects can be managed via the filter
options.
Filters
Selecting the filters button will
open a dropdown where you can apply a range
of filters to your
projects list.
Click any
of the dropdown fields in this menu to
apply specific tags, project
owners, health, and companies.
- Note: Sites on Premium/Grow
subscriptions and above can also filter by project custom
fields.
Additional filter options include
showing
only starred
projects, hiding projects
you are
observing, clearing the current selection, and
accessing saved filters.
More options
You can select more options via the
options menu (three dots) at the end of the
filters toolbar.
- Generate an activity report for your projects.
- Export the project list via PDF, HTML,
Excel, or CSV.
- View the projects trash can - showing any
project deleted within the last 30
days.
Customizing columns
In projects list view, you can choose which
columns to display by clicking the plus icon
to the right of the column
headings row. This will open a dropdown where
you
can toggle on and off individual property
columns.
Hovering over More at
the bottom of the dropdown will open an
expanded list of any remaining project
properties including any existing project custom
fields.
Note: Custom
fields are available on
per-user Premium/Grow
subscription plans and
above.
You can also use the Add
field option in the columns menu
to create a new project custom field directly within
this view.
Note: Only
site administrators or
users
with permission to
manage custom fields can
create and manage custom
fields.
You can also
drag and drop selected columns
to reorder your view. Click
and drag a column heading and
drop it to a new position in
the
list.
The project
name column is fixed to the
left of the list and cannot be
reordered or
hidden.
You can also adjust the width of certain
columns. These columns include the project
name, company, tags, latest activity,
category, latest update, description, and
custom fields.
To change the width of a column,
hover to the right of the column name to
display the left
right arrow. You can then drag
and drop the arrow to expand
or contract the column
size.
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Sorting
To sort
projects based on a particular
property, click the relevant
column heading at the top of
the table. Clicking the column
heading multiple times will
toggle the projects between
ascending and descending order
based on that
property.
Note: Column
sorting is supported for
certain project
properties.
Scrolling view
Depending on
the number of columns you have
enabled for the list, a
horizontal scrollbar becomes
accessible to allow you to
scroll to view the remaining
columns. You can also
scroll vertically through the
project
list.
Note: The
task name column will remain
fixed on the
left.
Depending on
the width of the Tags column
and number of tags applied to
an individual project, some
tags may be hidden from view.
To view the project's
remaining tags, hover over the
Tags field and use the
scrollbar to move across the
Tags
field.
Editing project
properties
In the
projects list view, you can
update certain project
properties such as tags and
categories via inline editing.
To edit a supported project
property, click the field to
open it in edit mode or reveal
the property
options.
Some properties such as project
owner and start/end dates will bring up a
pop-up modal for that field.
For more information, see: Filtering - Projects
List View