Managing Your Projects

Managing Projects

The Projects page is designed to help you manage your high-level initiatives and track their progress through a searchable list or grid view.

Managing Your Projects

At the top of the Projects page, you have several tools to organize and filter your workspace:

• Search: Use the search bar to find projects by title or description.

• Filter by Status: Use the dropdown menu to filter your view. Options include:

  • All Projects

  • Active

  • On Hold

  • Completed

• View Toggle: Switch between a List View or Grid View using the icons next to the status filter.

• Generate Report: Click this button to export your project data.

Creating a New Project

To start a new initiative, click the brown "+ Create Project" button. This opens a configuration window:

• Project Title *: Enter a unique name for your project (Required).

• Project Description: Provide a brief summary of the project’s goals or scope.

• Start Date: Select the date when work on the project begins.

• Due Date *: Select the final deadline for the project (Required).

• Project Status: Use the dropdown to set the current state (e.g., Active).

• Create Project Button: Click the brown button to save and launch your project.

Exporting Data

When you click Generate Report, a pop-up window allows you to choose your preferred export format:

• PDF: Best for printing and sharing official progress updates.

• Excel: Best for deep analysis and manual data editing.

• Generate Report Button: Finalize the export in your chosen format.