Project Directory Navigation | Scribe

    Project Directory Navigation

    • 23 steps

    Project Directory Navigation 

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    **Tip! The Project Directory is a list of all project team members on an active project in BuildFlow. Users from outside of your company must be on the Project Directory in order to access a project.**

    1

    Click the "Search" field to search the Project Directory.

    2

    Click here to to resize a column.

    3

    Click the white text bars to search within the column.

    4

    Click and drag to move the columns to the left or right and sort.

    5

    Click here to filter within the column.

    6

    Click a "Company Name" to open the Company Details Panel.

    7

    Click "Columns" to select the columns you want to show.

    Filters

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    **Tip! Everyone starts with the BuildFlow Default Filter.**

    8

    Click here to see the list of saved Filters.

    9

    Click "Clear Filter" to clear whatever filters that are active.

    10

    Click "Save Filter" to save whatever filters and view options are set at that time. 

    11

    Click here to save whatever filters and view options are set at that time after naming the filter. 

    12

    Click this icon to set as the default filter for the Projects Directory.

    13

    Click here for anyone from your company will be able to access the filter.

    Grouping

    14

    Select columns you want to group projects by. Drag the column name to the grouping header bar.

    Company Details Panel