Project Views, Filters and Bulk Actions
The Projects page lists every Project in your workspace. You pick how it looks, narrow it down, and update a bunch of Projects in one go.
Pick a View
Section titled “Pick a View”Use the four view buttons at the top right of the page.
| View | What you get |
|---|---|
| Card View | A large card per Project with the Client, description, budget bar, Tasks, due date and days left. |
| Card Compact View | Smaller cards, so more fit on the screen. |
| List View | A table with Project, Client, Assigned, Status, Budget, Tasks and Due Date columns. |
| Kanban View | One column per status. Drag a card to another column to change its status. |
hrglass remembers your view, so the page opens the same way next time.
Search, Filter and Sort
Section titled “Search, Filter and Sort”- Search: type in Search projects… to match a Project’s name, description, Client or status.
- Filter by status: click a status button under the search bar, or All to see everything. Each button shows how many Projects it has.
- Sort: pick Due Date, Status, Name or Client. Click the arrow next to it to flip between ascending and descending.
Your sort choice is remembered too.
Completed Projects
Section titled “Completed Projects”Projects with a completed status move out of the main view into Completed Projects at the bottom of the page. Change a Project back to an open status and it moves back up.
What’s on Each Project
Section titled “What’s on Each Project”Every view gives you quick actions on each Project:
- Status: change it right from the card or row.
- Tasks: see the Project’s Tasks, check them off, or add a new one.
- View Details: open the Project page.
- Generate Invoice: shows up when the Project has uninvoiced billable work. See Creating an Invoice.
- View Project Invoices: shows up once the Project has an Invoice. See A Project’s Invoices.
The budget only shows if you can see financial data in the workspace.
Change Many Projects at Once
Section titled “Change Many Projects at Once”- Check the box next to each Project you want. To grab everything on screen, check Select all visible.
- Pick an action from the bar above your Projects:
- Change status to… sets one status for all of them.
- Assign members adds or replaces the people on them. Team plans only. See Assigning People to Projects, Tasks and To-Dos.
- Archive hides them and their Tasks. You can bring them back from Archived Projects.
- Delete moves them and their Tasks to Deleted Items. You have 30 days to restore them.
- Confirm if hrglass asks.
Clear your picks with the X at the end of the bar.
Don’t see the bar? You need permission to edit or delete Projects. Ask your workspace owner.