Common questions about working with Projects.
How do I find archived projects or folders?
Tick the Show archived checkbox at the bottom of the Projects area to reveal archived items. From there you can view or restore them.
Why doesn't search find my numbers or dates?
The Search bar only searches text columns. To find values in number, date or other column types, use Filter instead.
What's the difference between cloning and saving as a template?
- Clone (with data) copies everything, including all rows.
- Clone (without data) copies the structure and column types only.
- Save as template stores the column setup so it can be reused on brand-new projects.
Can I restrict who edits a specific folder, table, column or row?
Yes. Use Permissions via the three dots (⋯) on the folder, table name, column header, or row, and assign Full access, View & edit or View only to users or groups.
How do I pull a custom field from a contact into a row?
Add a Record column that is single-select and points to People or Organisations, then add a Linked Field column and set its Target field to the contact custom field you want to display.
Can I select multiple values in a dropdown?
Yes. Use a Select column and tick Allow multiple. You can also tick Colour coded to assign colours to the options.
How do I sum two budget columns?
Add a Formula column, type @ to insert the two Number columns, and combine them with + — for example @Budget A + @Budget B.
Will project rows show on a contact's profile?
Yes. When you link a contact through a Record column, the row appears on that contact's Projects tab.
How do I keep key columns visible while scrolling?
Click the Pin icon on the column. It stays on the far left while you scroll horizontally.
Can I create contacts on the fly while filling rows?
Yes. Enable Allow creation of contacts on the Record column, then you can create contacts directly from the table.