Introduction
The Projects section in Administration shows a complete list of all projects in the system. It is a key place for managing project structure and settings across the organization. This article explains what the Projects list is, how it works, and what options are available.
Target Audience
- Administrator
Projects in Administration
Definition
The Projects section is the central location for viewing and managing:
- All active and archived projects
- Their status and descriptions
- Access to filtering and detailed project options
Each row in the list represents one project, showing its name and description. The list is interactive and can be filtered using various criteria.
How It Works
At the top of the list, you can:
- Add filters (such as project status)
- Apply settings or return to default filters
- Save a custom view for future use
Example: The list can be filtered to show only active projects using the "Status is active" filter.
Each project line has an options toggle icon (three horizontal sliders). Clicking this reveals a menu with several actions.
The menu allows you to:
- Edit the project
- Set it as a subproject of another
- Set the author or view activity
- Configure currency, priority, and custom fields
- Jump to a specific module
- Add members
- Copy, create subproject, or create a template
- Manage enabled modules
- Close, archive, or delete the project
This makes the Projects list not just an overview, but also a functional entry point for project administration.
Examples
- The Help Desk project is used for handling unsorted tickets and internal equipment requests.
- The CRM project gathers all sales-related activities.
- The PM Techniques project contains subprojects that demonstrate project management styles like Waterfall.
Conclusion
The Projects section in Administration is essential for overseeing and organizing your project structure. It combines project visibility with access to powerful tools for managing and modifying projects.
Further Reading
- Project Templates in Administration (Explanation)
- Workflow Configuration in Administration (Explanation)
- Roles and Permissions in Administration (Explanation)
