The Project module in Cinode provides a streamlined way to manage your opportunities, assignments, and projects. With robust search and filtering features, you can easily find the information you need. Here's a quick guide to using these features effectively.
Accessing the Project List
Navigate to the Projects section by selecting "Projects" from the menu. Switch between views: List, Pipeline, or Delivery tabs based on your needs.
Using Search
The Search bar at the top allows you to find specific projects or customers. Simply type a keyword (e.g., "AML") to display relevant results.
Sorting
You can sort your projects by various parameters by clicking the column headers in the project list. Sorting options include name, customer, pipeline, status, value, sales responsible, estimated close date, and last activity date.
Apply Filters
Filters are a powerful way to narrow down your project list. Here’s how to use them:
Open the Filters Panel
Click on the Filter icon to access the filtering options.
Select Filters
Choose from various filter options such as:
Pipeline / Stage: Select the pipeline stage (e.g., New Prospect, Qualify).
Expected Close Date: Filter by timeline.
Customers: Narrow down by specific clients.
Priority: Focus on projects marked with a specific priority level.
Status: Choose from Open, Closed, or other statuses.
Assigned Teams or Salespersons: Filter by responsible teams or individuals.
Customizing Columns
Click Adjust Columns to display or hide columns such as Value, Status, Team, or Customer in the project list view.
Save Custom Filters
After setting your filters, click Save As in the filters panel to store your preferences.
Name your filter for easy reuse.
View Saved Filters
In the filters panel, toggle between "Your Filters" and "Shared Filters" to use pre-saved configurations.
Tips for Efficiency
Combine multiple filters to refine results further.
Use the Priority and Status filters to focus on urgent or high-value projects.
Saved filters help standardize workflows across teams by sharing configurations.