Sort the projects into folders

Keep the jobs together per customer or town when the list starts getting long.

Get started3 min6 steps
  1. 1

    Open the project list

    Go to Projects (“Projekt”). Above the cards is the row of folders, and All (“Alla”) shows everything whatever folder it is in.

  2. 2

    Create a folder

    Press New folder (“Ny mapp”) and give it a name — a customer, a town, a year. Whatever you will actually go looking for later.

  3. 3

    Put a project in the folder

    On the project card you pick Move to folder (“Flytta till mapp”) and point out the folder. Take out of folder (“Ta ur mappen”) puts it back among the unfiled ones.

  4. 4

    Filter with the row at the top

    Click a folder to see only that one. No folder (“Utan mapp”) shows the ones you have not sorted yet, with the number beside it.

  5. 5

    Duplicate a project you are about to do again

    Duplicate (“Duplicera”) on the card makes a copy with drawings, quantities and everything. Handy when the next house is the same house type — open the copy and change what differs.

  6. 6

    Delete a folder without losing jobs

    Delete a folder and the projects stay. They end up among the unfiled ones, not in the bin.

Next steps

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