Reorganizing Projects in Project Management Template

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4 - Data Explorer
4 - Data Explorer

Help! I am using the Project Management template and in the broad view on Projects I can reorganize the projects into whatever order I want them in. However, when I get down into the Project and Project detail base (in List view), the only way I see to reorganize them is by sorting and that limits me to A-Z and Z-A. Is there a way to move around the projects in list view that I am not seeing?

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Community Manager
Community Manager

Hi there! 

While there isn't a way to drag and drop records to reorder them in List view, you are able to sort records using any of the fields in any of the levels:

You could add a field to the table if there isn't anything currently available that will allow you to order them as desired and then use that field to order your records.

Hope this helps point you in the right direction!

4 - Data Explorer
4 - Data Explorer

In the List view of the Project Management template, you're correct that you can primarily sort projects alphabetically. However, for more flexible organization, you can utilize tags, labels, or custom fields to categorize and group projects according to your preferences. This can help you achieve the desired organization within the list view.