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How to use the People and Projects views
How to use the People and Projects views

An overview of the features and functionality of the People and Projects views

Johnathon Jeffery avatar
Written by Johnathon Jeffery
Updated over a week ago

The People and Projects views provide easy overviews of your people and projects. The pages show list views of your people and projects, so you can quickly find and manage them in bulk or individually.

Toggle between the People and Project views from the sidebar menu in Float.

Use the + button found on the top right-hand side to add a new person.

People Float 2023-08-22 at 1.14.47 PM

On the People page, you can sort for active or archived users when viewing people and filter for users with account access in the same selector.

Learn more about archiving and unarchiving people here.

​📝Note: Guests do not display in the People list view. If you want to add to your available seats without deleting or archiving a user, a user with billing access can adjust your team's plan from within the Team settings.

On the Projects page, you can sort for active or archived projects or My Projects to see only your assigned work.

Learn more about archiving and unarchiving projects here.

New projects can be created from the Projects page using the + button on the top right-hand side of the page:

People Float 2023-08-22 at 1.15.50 PM

Project templates can also be accessed from the Projects view via the button in the upper right-hand corner of the page.

Filter searches can be used to narrow down list results quickly and will persist from other page views if you are already navigating around the application with a particular search applied.

Either list view will automatically sort alphabetically ascending by user name, or you can sort by the column headers. Sorting by a specific value will sub-sort by the variants of the column value, then sort alphabetically in nested lists. Use the checkboxes on the left to select and bulk-manage people or projects.

Use the Import button in the top right-hand corner to use the CSV import tool or one of the project management integrations to import people or projects.

💡Here's a tip: Access rights control whether or not a specific user can see the People and Project view pages. Members have no access by default. For other levels of users, individual settings will control who and what they can see.

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