Manage Projects

The projects that you record for your customers can be filtered and sorted in many ways.

In this page…

Filter Projects

You can filter projects based on their status. Let’s see how to filter the projects.

Filter Projects

Sort Projects

  You can sort the projects based on their different columns or fields. Here’s how:

Sort Projects

Card and List View

There are two views in projects: 

List View

List view is the default view in which you can view the project name, customer name, billing method, etc,. in the list format.

List View Projects

Card View

In the card view, each project will be listed as individual cards/tiles. To view the projects in the card view:

Card View Projects

Next >
Other Actions in Projects

Related

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

Simplify accounting and
GST filing.

Maybe Later