Project dashboard

This article will teach you about the project dashboard, which is an overview of all your projects.

In your project dashboard, you can see all your projects at once and also create new projects.

Projects are shown as cards in a grid view that can be configured to your needs. More specifically the grid view can be filtered, grouped, and sorted. Filtering, grouping, and sorting can be combined to exactly show what you want to see.

The grid view configuration (filter, group, and sort) will be stored in your browser, so it won’t get lost when you navigate to another page or close and later reopen it. Your view does not change the view for other users, so you can play around with the configuration and handle your projects as you like.

There is one exception: When showing, hiding, or reordering properties, this will be stored for your whole team. The order of properties is also the same as on the Insights repo page. 

Filtering projects

In the search input field on the top of the grid, you can enter a text to only show projects with matching name or property values.

For example, if you have a project called “My project” with a date property set to “2020-07-01” and a checkbox property called “Analyzed”, this project will appear for both inputs “project” and “2020-07”.

The words you enter do not have to be put in order and are not case-sensitive, for example, the above project would also appear for “project my”.

For checkboxes, you can filter for the name of the checkbox appended by “:yes” or “:no” to search for the respective property value. For example, the above project would show for “Analyzed:yes” or “Analyzed:no”, respectively.

Managing properties

When clicking on the “Properties” button, you can update property types and values, as well as show/hide specific properties and reorder properties on the project cards.

To show/hide a specific property, click the toggle on the right of the property.

To reorder properties, hold the mouse down on the respective property and drag it to the desired position.

Here you can also create new properties and delete properties.

Showing projects in groups

For a structured overview of your project, you can group them together.

There are built-in ways to group projects (for example, by the project’s state). Also, you can group projects by any property.

  1. Go to the project dashboard.
  2. Click on the Group by … button and select the respective item to group by.

When grouped by the project’s state, you will see three groups: Active, Template, and Archived.

When grouped by a specific property, projects with matching property values will be put together.

For person properties (which can contain multiple persons), the project will be put in a group for every person that is selected in the property. This means the same project will appear multiple times within the grid. For example, a project with person property set to “John” and “Jane” will be put in the respective group for “John” as well as the group for “Jane”. There is no combined group for “John” and “Jane”.

You can drag projects between groups to change the respective state or property value. For example, you can group by the project’s state and drag an active project to the Archived group to archive the project. If grouped by a property, the project’s property value will then be updated to the respective new value. 

Note: Some project values, like the creating person or creation date, cannot change, so you won’t be able to drag a project to another group when the grid is grouped by such an attribute.

Sorting projects

You may sort your projects by name, creation date, or manually. When you sort your projects manually, you can drag them around to the desired position. 

When sorting is enabled, you can still drag projects around and into different groups, but they will be rearranged eventually according to the current sort configuration.

Changing the sort order

You can change the sort order (ascending/descending) by clicking the button attached to the right side of the Sort by … button.