Skip to main content

Viewing projects

Find projects and track their progress​

To display all live projects, open the Activities dashboard card and select Projects to list them in the Search panel.

The Projects link within the Activities dashboard card

Alternatively, to display a filtered list of projects:

  1. Select Search in the right panel menu.

  2. If necessary, select to clear the previous search. Start typing the name of a project design and select it when it appears, e.g. the standard Projects design. To search all project items, select the Projects interface.

Searching for the Projects design
  1. To filter the listed projects by keyword, type one or more search terms in the top box and press the Enter key.
Searching for projects containing the term: daily

Each listed project displays a progress bar and the number of completed tasks, making it easy to assess the status of each project at a glance.

A list of projects displaying their progression

Load projects in the Data Explorer​

For a detailed look at your projects, create a query in the Data Explorer that targets either a project design or the Projects interface.

You can view the attribute data of project items and sort/filter them according to their data values. It's possible to perform bulk actions on selected projects and export their data. By switching collections, you can also view archived projects that are usually hidden from active service. To learn more, see Data Explorer.

Items of the Projects design in the Data Explorer

View a project's details​

Select a project to view its details in the right panel. The General tab displays the following standard attributes, along with any extra attributes defined by the project's design:

  • Tasks - any task items that are assigned to the project.

  • Routes - any route items that are assigned to the project.

  • Team - the team that's assigned to the project.

To view the contents of these Link attributes, select their button to load them in the Data Explorer, or use the tab bar to switch to the corresponding tab.

For information about what each tab shows, see Viewing items.

The General tab of an example project item

Tasks​

Switch to the Tasks tab to see the project's assigned tasks, which are grouped according to whether they're considered Open or Closed.

The Tasks tab of an example project item

Routes​

Switch to the Routes tab to see the project's assigned routes. Select a route to view its details in the right panel. This displays a preview of the route on the map, including numbered waypoints and the direction of travel (when zoomed in enough 🔍). To return to the project item, use your browser's Back button, or access your recently viewed list.

Route preview
Viewing a route item preview on the map
Viewing a route item preview on the map

Teams on tasks​

Switch to the Teams on tasks tab to see a combined list of teams that are assigned to the project's tasks.

The Teams On Tasks tab of an example project item

Project graphs​

Projects have a unique graph type that can help to visualise a project's tasks and routes. To access it:

  1. Select a project to view its details in the right panel.

  2. Select the graph button that appears at the top of the map area.

  3. Select the Code box and choose Project from the list.

To learn more, see Item graphs.

The graph of an example project item, showing linked tasks and routes