The Project List View is the central workspace for managing all your projects in Triark Cloud. It provides a table-based overview where you can easily:
- Find projects
- Filter and group data
- Perform actions like duplicate, edit, or delete
The list view works similarly across Triark Cloud, ensuring a consistent navigation experience.
🔍 Searching, Filtering, and Grouping
You can quickly locate projects by:
- Searching for project names or numbers
- Filtering by categories, statuses, or responsible persons
- Grouping projects by specific columns (e.g., by category or status)
- Sorting by columns such as project number or name
🗂️ Columns in the Project List
Each project is displayed with key information, ex:
Column
What It Shows
Number
The project number (unique identifier)
Name
The name of the project
Category
Classification (e.g., Customer, Internal, Testing)
Status
Current workflow state (e.g., In Progress, Done, Offline)
Actions
Quick actions menu for each project
🛠️ Available Actions in the Project List
When you select a project, several actions are available:
➕ Create New Project
- Use the + Project button to create a new project from scratch.
📑 Open and Edit Project
- Click on a project to open the side panel and edit details like name, number, or templates.
📄 Duplicate Project
- Use the duplicate function to create a copy of an existing project.
- You can choose what to copy (Info, Status, Persons, Folder Structure, WBS, Zones, Documents).
🗑️ Delete Project
- Remove a project if allowed by your permissions and traceability rules.
- Projects with connected data (like documents) might be restricted from deletion.
💾 Save and Load Scenes
- Save your current view as a scene to reuse custom filters or groups.
- Load a saved scene to quickly access pre-defined views of your project list.
🗃️ Example Use Case: Managing Multiple Customer Projects
A project manager uses the list view to:
- Filter all projects with status In Progress for weekly standups
- Group projects by customer category to track delivery pipelines
- Duplicate a previous customer project to start a new, similar job
- Use saved scenes to switch between active projects and archived projects views
❓ FAQ
Q: Can I customize which columns are visible?
Yes, use the column selector to show or hide fields based on your needs.
Q: Can I export project lists?
Yes, use the Export function to download the visible list to Excel or CSV (if enabled in your setup).
Q: What happens if I try to delete a project with documents?
Projects with connected data may be restricted from deletion to maintain traceability.
Q: Can I bulk edit projects?
No, you can only edit one project at a time through the side panel.
