Platform capabilities

Create and manage posts

Users can log interactions with a contact effectively by creating and managing posts.

Record notes about interactions

Capture key details and insights from interactions to keep a record.

Store interaction dates and times

Track the specific date and time of an interaction for accurate record-keeping.

Tag contacts and organisations

Include other contacts and organisations involved in the interaction by tagging them.

Categorise posts with tags

Add tags to organise and categorise posts for easy filtering and retrieval.

Attach files to posts

Include relevant files or documents directly within a post.

Add locations to posts

Specify the location of an interaction to provide geographical context.

Set viewing permissions

Control who can view a post by setting specific viewing permissions.

Add an unlimited number of rows

Users can add as many rows as needed to the project table without limitations.

Search text fields across the project table

The table allows users to search through all text fields efficiently.

Filter and sort the table by any column

Users can filter and sort data using any column to organise information according to their needs.

Pin or hide columns for a customised view

Columns can be pinned for quick access or hidden to streamline the view.

Create multiple views for different perspectives on a project

Users can generate various views to analyse project data from different angles.

Save a master view or an unlimited number of custom views

A Master View can be saved as a default reference, alongside an unlimited number of custom views.

Export all data from the project table for external use

All table data can be exported, making it easy to use the information outside the platform.

Free text column

Add general notes or descriptions.

Number column

Input numerical values.

Checkbox column

Mark tasks or items as completed.

Time column

Record time-related data.

Select column

Create dropdowns with multiple options, including colour-coded selections.

Timeline column

Track project timelines.

Date column

Assign key dates to tasks or milestones.

Person record column

Link contacts from SwiftFox to a project.

Organisation record column

Link organisations from SwiftFox to a project.

File upload column

Attach documents or images directly to the table.

URL column

Store website links for reference.

Formula column

Perform calculations, such as summing totals.

Linked field column

Integrate custom field sections into a project.

Location column (Boundaries column)

Add physical locations to a project.

Summary

The Project Management Table is fully customisable, enabling users to efficiently track and manage projects.

Archived

This project is not archived.

Feature slug

The feature slug for this page is "projects."

Last edited time

The page was last edited on 21 May 2025 at 2:11 PM.

Outstanding items

There are no outstanding items for this project.

Related feature

This page is related to the "Projects" feature.

Create project folders

Users can create folders to organise their projects and assign names to these folders for better categorisation.

Add unlimited projects

There is no limit to the number of projects users can add to a folder, allowing for extensive organisation.

Manage projects

Users can rename, archive, or delete projects as needed, ensuring flexibility in managing their work.

Set permissions

Permissions can be customised to restrict access to specific team members, enhancing security and collaboration control.

Clone projects

Projects can be cloned either with or without data, providing options for reusing project structures efficiently.

Save projects as templates

Users can save projects as templates to facilitate future use and streamline the creation of similar workflows.