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.