By checking the "Projects" page, you can keep track of the current projects you are handling and manage past ones smoothly. Projects allow you to view a list of all the projects for which each account is responsible.
In addition to the name of the project, information such as start date, completion date, address, and order date can also be displayed in Projects. The display items can be customized and changed for each account. You can display only the projects you are in charge of or have not completed, or search by project name, client name, or site address.
The Owner and Company Admin can view all projects, including those that they are not assigned to. Please refer to this page for the difference in authority.
- Search
- Advanced Search
- Assigned, incomplete, Parent projects
- Display setting
- Change display order
- Row Fixation
Search
1. Enter keywords such as project name, customer name, and site address, and click "Search"
You can find a specific project by entering keywords such as project name or address.
The search results are shown as follows.
2. Search by template
You can also search by template by selecting a project template from [All Projects] in the upper left corner of the screen.
For detailed instructions on how to set up a project template, please click here.
Advanced Search
You can find projects by entering and selecting multiple keywords and information.
1. Click [Advanced search] from the projects.
2. Enter and select the items you wish to narrow down.
You may enter only one or more items to search.
3. Only relevant projects are displayed.
Additional search criteria can be added to narrow down your search.
1. From Advanced search, click [Add search criteria].
2. Select ☑ for the item you want to add and click [Done].
3. Completion
The added item will appear on the advanced search screen, and you can search by that item.
If you no longer need the item, you can delete it by clicking “🗑️” on the right side of the item.
You can also search by other companies' project templates, allowing you to search for specific projects among those that have been added to other companies.
1. Select [Company Name] from Advanced search
2. Select/type in the Project Template and the keywords you want to narrow down, then click Search.
Assigned, incomplete, Parent projects
You can filter projects to only the assigned projects or the projects you have not yet completed. You can also select both.
1. Click the check box you want to use.
If the checkbox is unchecked, all projects will be displayed in Proejcts, including ones not assigned to you, completed ones, and ones under the parent projects.
2. Only relevant projects are displayed.
Display setting
You can change, add, or delete items to be displayed, and change the order of these items.
In addition, display settings can be configured for each project template.
1. Click "Display setting"
2. Click "Change displaying item"
3. Select the item(s) you wish to display in the list and click "Save"
Up to 50 columns can be added to display items in the projects.
4. Grab the three lines on the left side and drag & drop to change the order. Click "Set"
Change display order
You can change the order of displayed items to ascending-descending orders and alphabetical orders.
If you wish to change the alphabetical order or change the ascending/descending order by number, such as project ID, please use this function.
1. Click the icon to the right of the item name
2. To change to descending order, press again.
When "△" is displayed, the order is ascending, and when "▽" is displayed, the order is descending.
・Ascending order example
・Descending order example
Row Fixation
Columns can be pinned by placing a pin on the item to be pinned.
Move the cursor over the blank area of the item you wish to pin and click on the [Pin] button.
Note that if you change the display settings, the pinning of columns will also be canceled.