Knowledge Base Article

Where to find the Project List

The project list is where every project lives. Choose Workflow & Productivity > Project Management from the main menu.

Project Management sits under Workflow & Productivity in the main menu.

What each project shows

Projects are listed as cards rather than a plain table. Each one shows:

The project number and title, with a lock icon if the record is locked.
A color coded status badge.
Due Date, Assigned To, and Associated Client.
Date Completed, Work Hours, % Complete, and Priority.
Your organization's Chapter, Division, and Department where you use them.

A project card showing the number, title, status badge, due date, assignee and client

One project card. The status badge sits on the right.

Narrowing the list

Open the filter panel to narrow by Project Manager, Project Status, Priority, Project Group, Project Type, Project Category, and by Chapter, Division, or Department. You can also pick a Date Type and a Date Range to limit the list to a period, which is the quickest way to answer a question like "what is due this month".

The project filter panel open, showing the manager, status, priority, group, type, category, chapter, division, department, date type and date range fields

The filter panel. Show Filter opens it and Clear Filter puts the list back.

Buttons on the list

Add A New Project creates a project and opens it straight away.
The green open icon on a card opens that project's workspace.
The orange copy icon copies a project into a new one, which saves re-typing everything for work you repeat.
The pink delete icon deletes a project.
Export downloads the list as a CSV file, which opens in Excel or any spreadsheet program.

The buttons above the project list: Add A New Project, Bulk Update, Choose Bulk Action, Run Bulk Action and Export to CSV

The buttons that sit above the list.

The three action icons on a project card, green open, orange copy and pink delete

The three icons on a card, top to bottom: open, copy, delete.

Reassigning several projects at once

The list also has a reassignment panel. Choose who the projects are currently assigned to, then who to reassign them to, and Argenta moves them in one go. This is what you want when somebody leaves or changes role, instead of opening each project in turn.

The Bulk Update Projects panel with the currently assigned to and reassign to dropdowns

The Bulk Update panel opens below the list. Execute moves every matching project.

Other ways to see your projects

The dropdown in the title bar switches how the same projects are laid out. It offers List View, Board View, Calendar View, and Timeline View. Pick Board View to see work by stage, or Calendar and Timeline to see it by date.

The view dropdown open, listing List View, Board View, Calendar View and Timeline View

The dropdown in the title bar.