Projects

Track work in a table you can shape to fit. Choose your columns, group projects into folders, set permissions by row or column, and save reusable templates.

Watch in the Academy

Academy lessons

011-04 Customise the view of your project board

If you're a visual person, Projects is the feature for you! We have different views you can filter on and navigate your project with, all in just a few clicks.

011-03 Create tasks on your project board

A key part of project management is assigning tasks. So, we've made sure to integrate our Tasks and Projects feature together! Learn how to create tasks directly off a project row in this next tutorial.

011-02 Learn all the column options

Use our customisable columns to create your perfect Project Management tool. Explore how in this next video!

011-01 Understand project board

When it comes to your projects in SwiftFox - you can make them as simple or as complex as you like! In this next tutorial, we'll dive into the ins and outs of the fields and views involved.

General

Projects — Overview

SwiftFox Projects lets you organize, customize, and collaborate on data tables with rich columns, views, and CRM integration.

Projects — Frequently asked questions

Find archived projects, use filters, manage permissions, link contacts, and sum budgets efficiently.

Workflows

Exporting a project table

Download and customize a project table export, applying filters, sorts, and saved views for precise data.

September 18, 2026

Folders and projects (create, templates, blank)

Create, organize, and customize project folders and tables using templates or blank setups.

September 18, 2026

Search, filter, sort, pin, hide and saved views

Search, filter, sort, pin, hide and save custom views to organise data efficiently.

September 2, 2026

Adding rows and linking Contacts

Add rows and link contacts to view projects on contact profiles.

Row-level collaboration (view, Tasks, comments, permissions)

Collaborate on rows with view, tasks, comments, and granular permissions.

Projects — Workflows: step-by-step

Step-by-step workflow for creating, managing, and sharing project folders, tables, columns, rows, and permissions.

Project column types

Add, configure and use SwiftFox project column types across tables.

Managing projects (rename, archive, clone, save as template, delete)

Rename, archive, clone, template or delete projects via the three‑dot menu.

Sharing permissions across folder, table, column and row

SwiftFox’s granular sharing lets you assign Full, View & edit, or View‑only access at folder, table, column, or row levels.

Limitations & best practice

Projects — Limitations & best practice

Manage project workflows, security and export settings while avoiding common limitations.