Respond to Projects faster by using our search, sort, and filter tools to find the Projects that need your attention.
In this article
Viewing and Sorting Your Projects
- Click Projects in the main menu
- Up to three recently accessed Projects will be displayed at the top of the screen. Click a Project tile to begin working on the Project
Tip: You can Hide or Show the Recent Projects tiles at the top right corner
- A full list of Projects you have permission to access will be displayed below. This list can be sorted by clicking the column headers
- Name (Project Name)
- Project Owner
- Date Created
- Date Due
- Status (Read more about Project Statuses in Loopio: What Are the Different Project Statuses?)
Searching and Filtering Your Projects
- Click Projects in the main menu
- To search, enter your keyword(s) in the Search Projects box at the top left
- Filter the Project List using the available filters:
- Project Owner
- Involvement (All Projects, Participating In, or Created By Me)
- Project Status (Read more about Project Statuses in Loopio: What Are the Different Project Statuses?)
- Project Type (RFP, RFI, SQ, DDQ, PP, Other)
Tip: When naming projects, it is advised to use dashes between words instead of underscores. Loopio reads names or text separated by underscores as 1 long word.
For example: "Loopio-April-Testing Project" would appear in results if you search the keywords "Loopio", "April", "Test", "Testing" or "Project". However, using underscores, "Loopio_April_Testing Project" would only appear in the searched results if you searched "Loopio_April_Testing" or "Project" as the underscores cause Loopio to recognize the term as 1 word, rather than recognizing each individual word in the search term/phrase.