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Viewing projects

Find and filter projects across your business in the projects list.

Last updated May 20, 2026

What this guide covers

Open the projects list

  1. Go to Projects

    Click Projects in the sidebar to open /app/projects.

  2. Review summary metrics

    Cards at the top highlight active project counts. Some roles see My Active Projects when access is scoped to assigned work.

  3. Filter and search

    Filter by status, client, or team assignment. Search by project name or code.

  4. Open a project

    Select a row to open the project detail page.

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