Navigating and Managing the Project Hub

Set of documentation that will help you understand the workings of the project hub, as well as how to manage it continuously.

By henry1 author6 articles

Projects: OverviewProjects is where all live bid work happens. Find it in the sidebar under Workspace, see how the five progress statuses work, and learn what the three aggregate views are…

Working with views, filters and saved viewsThe tools shared by the Projects, Tasks and Questions aggregate views — list and board layouts, filtering, display options, and saved views.

Projects Aggregate ViewReview every project your team has created — the fields you can sort by, the status columns on the board, and the filters available.

Questions Aggregate ViewManage questions from every project in one place — the fields you can sort by, the workflow columns, and the filters available.

Tasks Aggregate ViewSee pipeline tasks from every project in one place — the fields you can sort by, the delivery-stage columns, and the filters available.

Archiving and restoring projectsHow projects are archived automatically or manually, what happens to their questions and tasks, and how to view the archive and restore a project.