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New Projects Listing
The enhanced Projects experience by ShareFile is now available for all users.
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The improved projects view is available under Projects in ShareFile dashboard. To create a new project, follow the steps given in Create Project.
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In the Projects listing page, there are 3 options: All Projects, Closed and Deleted as shown below:
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In the Projects view, the projects listing view now offers enhanced additional filters which allow you to filter projects based on Due date, Created date, Owner and Client as displayed below. You can use Owner filter to filter projects created by you or someone else. The Client filter enables you to filter by client name instead of client contacts.
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Projects listing also allows you to view/set due date right from the Projects dashboard. If you do not have a due date set for your project, you can use the Set due date option as shown below:
The due date feature allows you to get timely reminders on a particular project has been running for a while, and you can also receive automatic reminders for the project that is approaching due date or have passed the due date.
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The Projects listing view also allows you to monitor the progress of your tasks on a particlular project. It shows you the number of tasks completed. The tasks can be a request list, a form or a signature request.
Note:
The progress bar currently does not monitor the to-dos in a project.
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You can also link a new client from the Projects dashboard if you have not added during project creation. You can simply click on + Link to client option to add the client details to the project as shown below:
In this article
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