When I go to Projects, I have so many. It is mixed between potential jobs, signed jobs and then our cleanings. I wish there was a way to create a filtered tab in the grey box that we could name. Kind of like the tags do, but in it's own list. I hope that makes sense. I see I can filter the all bucket, but that is temporary. Thank you!
Project filters
- Thread starter kcmarie17
- Start date
Hey Casey!
- Our color-coded Project Labels would be a good addition to your workflow. Many users utilize Labels to mark job stages, like you mentioned, and they also work with some of our integrations. These are added to the individual projects, and once added, you can sort using the slider filter on that screenshot (example attached).
- Project Groups will allow you to group related projects from your Projects screen. This is currently in Beta testing, though.
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Also @kcmarie17, if you're interested in more training on any of this, shoot an email to Devin.paddock@companycam.com and he can make sure you're all set up with any assistance you need to customize things that best help your business!
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