Ability to create different project views by tagging attributes to projects

I really like the way that we can see rollups of projects based on folder structure.  However, it looks like only one project can live in one folder at a time.  Each of my projects has a few different attributes associated with it (client, dev project, customer implementation, project type, etc).  I am looking for the ability to have the timeline view we enjoy with folders, but with attributes that are associated with each project.  That way, a "package" of projects can be viewed differently depending on the context and the audience.  Hope that makes sense.  

Upvote 1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 comment
Avatar
Stephanie Westbrook

Hi @Kevin! Happy to see you make your first post here. There's actually a way to have one Project live under multiple Folders at one time. To do this:

  1. Select the Project from the left-hand Navigation panel.
  2. The Project View automatically opens on the right-hand side of the screen (it shows the Project's name, owner, start and due dates).
  3. Click the "+" icon under a Project's name. 
  4. Type the name of the additional Folders you would like the Project to live under and select it from the list when it appears. 

Your Project now lives in two locations. I think that should help for your use case, but please let me know if I'm misunderstanding!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Ability to create different project views by tagging attributes to projects
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post