Feature
overview
| What | The Everything area is a
site-level workspace that
displays work and related
items from all projects you
have access to. It brings
together multiple sections and
views so you can review,
manage, and analyze work
across projects in one
place. |
|---|---|
| Why |
|
| Who |
|
| When | Use the Everything area
when you want a site-level
view of work across
projects.
|
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The Everything area lets you view and manage
tasks, workflows, and project information
across all projects you have access to in one
place.
Best for
The Everything area is best for
reviewing and managing work across
projects from one place, using the
section or view that best matches what
you need to do.
Use when
You want a broader, site-level
view of work rather than working
inside one specific
project.
Before you
start
The Everything area only shows work and
related items from projects you have access
to.
The sections and views available in
Everything may vary depending on your feature
access and the setup of your
site.
Your permissions determine:
- Which projects, tasks, and other items you
can view.
- Which actions you can take in each
section.
- Whether you can
create or update work from those
sections.
Quick start
- Click Everything in the main
navigation.
- Select the section or view you want to
use.
- Use the controls available in that
section, such as sorting, filtering,
search, grouping, or workflow selection,
to focus on the right work.
The Everything area gives you different ways
to review the same broad set of
cross-project information, depending on what
you want to see and do.
Use the
Everything area
The Everything area helps you review and
manage work across projects without needing to
move between individual projects for every
task.
Review work
across projects
Use the Everything area when you want to see
work from multiple projects in one
place.
Switch between
sections
Switch between sections and views depending
on whether you want a structured task list, a
table, a workflow board, a completed task
list, or another site-level
perspective.
Focus your view
Depending on the section, you can use options
such as search, sorting, filters, grouping, or
workflow selection to narrow what you are
reviewing.
Everything
area sections
The Everything area includes multiple
sections designed for different types of work
review and management.
In the Everything area, use the top
navigation
to switch between sections such as Tasks,
Board, Table, and others.
Task-focused
views
The task-focused views help you review and
manage tasks across projects in different
ways.
Tasks
view
Use the Tasks view to manage active work in a
structured list across projects.
- Best for day-to-day task
management.
- Useful when you want to review active
work and complete tasks.
Table
view
Use the Table view for a detailed,
spreadsheet-style view of tasks across
projects.
- Best for detailed review and bulk
updates.
- Useful when you want to analyze tasks
across multiple fields.
Board
view
Use the Board view for a visual,
workflow-driven view of work across
projects.
- Best for reviewing workflow stages and
identifying bottlenecks.
- Useful when you want a Kanban-style
overview of work in progress.
Completed
Tasks view
Use the Completed Tasks view to review
finished work across projects.
- Best for reviewing completed work and
exporting results.
- Useful when you want to audit or report on
finished tasks.
Other sections
The Everything area also includes other
sections that provide site-level views of
related project information.
- Milestones: Review milestones
across projects.
- Comments: Review project comments
across projects.
- Proofs: Review proofs across
projects.
- Forms: Review forms across
projects.
- Budgets: Review project budgets
across projects.
- Risks: Review risks across
projects.
- Notebooks: Review project notebooks
across projects.
- Files: Review files across projects
you have access to.
- Messages: Review project messages
across projects.
- Links: Review links shared across
projects.
Limitations
- You only see work from projects you have
access to.
- The actions available in each section
depend on your permissions and that
section’s functionality.
- Not all actions
are available in every section.
Best practices for the
Everything area
- Start with the right section:
Choose the section that matches your
goal.
- Use section-specific tools: Use
filters, sorting, and search to focus your
view.
- Switch sections when needed: Move
between sections to review work in
different formats.
- Keep permissions in mind: Missing
data may be due to project access.
- Use
Everything for cross-project work:
Use project views for detailed
context.