Projects - Create more tabs for Projects
in Projects, you only have 3 options as tabs, Draft, in progress or closed, it would be great if i could create more tabs. (on proof to customer, waiting on customer artwork, etc)
Kathy Ballard
shared this idea
Hi everyone 🌟, thanks so much for taking the time to share your feedback and ideas with us.
It’s always helpful to hear how customers are using Projects and where there may be opportunities to make the experience even better.
We’re moving this idea to Gaining Support so we can continue to gather interest and learn more about how this could add value for customers.
If this is something you’d like to see, please keep voting and feel free to add any extra detail in the comments about how this would help your workflow.
We really appreciate you sharing your thoughts with us and helping us continue to improve Xero Projects.
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Tasha Longmire
commented
Would be great to have a more in depth breakdown of project statuses.
I am currently using an external spreadsheet to keep track of project status/notes, which is time consuming and inefficient. Currently, in the "in progress" tab there are >140 projects for my organization, in various stages of completion, and I desperately need a way to track this information in Xero.
Even a simple dropdown box for each project by the dollar amount where the status can be changed (customizable status options would be fantastic), and filters changed to include/exclude certain project statuses would be extremely helpful in managing projects
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Amanda Toal
commented
When dealing with a large number of closed projects, it would be good to be able to archive those that have been completed earlier on so that the list of closed projects is smaller and easier to navigate.
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Kent Jacobsen
commented
Please create a tab for 'All projects', not just draft or in progress. Or at least a filter when I combined draft and in progress.