ClickSabi Pro
Projects & Delivery
Working the projects list
Workspace tabs, bulk actions, archive and restore.
1 min readLast updated
Workspace tabs
Customers, All projects, Approvals, Appointments, Installation, Inspection, Completion, Warranty and Maintenance. These are workspaces, not exclusive filters: a project can appear in more than one.
Appointments
The Appointments tab opens the cross-project appointment view and counts upcoming appointments.
Bulk actions
Select several projects to archive or restore them together. The action is confirmed before it runs.
Archived projects
Archived projects are found by switching the status filter to archived, and can be restored from there.
Related articles
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- Projects & DeliveryScheduling visitsBook, confirm, reschedule and cancel visits across projects.
- Projects & DeliveryInside a projectThe ten project tabs and what each one owns.
- Projects & DeliveryDocuments, shared and privateWhere files live, who can see them, and how sharing works.
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