Getting started: Projects List

Summary:

This guide provides all the essential tools and tips your organization needs to navigate, locate, organize, and export data from the Projects List page in OpenSolar. Whether you're searching for a specific project, applying custom filters, or exporting records for reporting, this article walks you through each function with clarity and ease.

Table of Contents:

• Video walkthrough
• Searching for your projects
• Using Sort & Filter
• Creating custom views
• Rename, duplicate, or delete views
• Exporting project data

Video walkthrough:

Searching for your projects:

Efficient navigation starts with the ability to quickly locate projects. You can do this using either the search bar or the Sort & Filter tool.

Table & Kanban view

Projects can be viewed in either a table or kanban format. 

• Table view provides a traditional list style format 
• Kanban view offers an alternative view in which users can drag projects quickly from one stage to the next. Learn more about the Kanban view. 

Switch views by clicking 'View Settings' and making your selection in the side panel.

Using the Search Bar:

The search bar allows you to search using keywords that match key project fields:

• Address

• Contact name

• Project ID

Simply begin typing into the bar, and relevant results will populate instantly.

Using Sort & Filter:

To refine your list view with more precision:

1. Click “Sort & Filter” in the top-right toolbar.
   
   
   
2. The filter menu will open on the right-hand side of your screen.
3. Use the “Order by” dropdown to sort projects by your preferred parameter.
4. Click “+ Add Filter” to begin filtering:
5. Select the variable (e.g., status, team member, tag).
6. Define the condition or value.
7. Click “Confirm” to apply the filter.

You can stack multiple filters by clicking “+ Add Filter” again.

Creating custom views:

Custom views help you save and quickly return to filtered lists that meet your organization’s criteria.

Saving a new custom view

Once you’ve applied filters or sorting:

• Click “Save” to save this configuration as the default for your organization.

• Click “Discard” to remove the applied filters or sorting.

Note: Saved changes apply across the entire organization. Confirm with your team before finalizing.

To create a brand-new view:

1. Click “+ Add View” in the tab bar.

2. A new tab titled “New View” will appear.

3. Begin applying filters and sorting as needed.

Rename, duplicate, or delete views:

Each view tab includes a dropdown (chevron) menu with additional options:

• Rename – Update the title of the tab to reflect its purpose.

• Duplicate – Create a copy of the current view for further customization.

• Delete – Remove the view entirely.

Changes made here will also affect your organization-wide settings.

Exporting project data:

Export your project list as a CSV file for analysis, reporting, or backup purposes.

• Navigate to the view you wish to export.

• Click “Export to CSV” in the top-right corner.

• The downloaded file will reflect the filters, sorting, and projects visible in your current tab.