Navigation Basics

Main Tool Bar – The buttons in the image below make up the primary navigation controls used throughout the ProjectDox site. They appear at the top right of all pages for optimal accessibility.

Task Navigation - The buttons below appear in the Tasks tabs of ProjectDox:

• Refresh button  - this button will refresh the page.

• Save Settings button  - if changes are made to the page, such as a column reorg, click this button to save the setting changes.

• Reset Settings button  - this button displays indicating that the settings have been changed and can be reset.

• Quick Filter – filter buttons or select items can be added to this page in the Admin > Configuration > Workflow tab by assigning filter names in the TaskListPredefinedKeywords field and control types in the TaskListPredefinedKeywordsCtrlType field.  

Project Navigation - The buttons below appear in the Project tab of ProjectDox:

• Recent, All Projects, and Archived Projects buttons  – You can view all of your projects by clicking on the “All Projects” button. The “Recent Projects” button will show all projects entered in the past 30 days, sorted by most recent first. The “Archived Projects” button will display all projects that have been completed.

• The Show records number is dynamic based on the size of the page. For example, if you make your browser larger then it will show more tasks. Because its dynamically sizes based on the browser it will not save the setting once you close the browser.

• Active Projects List – The Active Project List provides you with basic information about every project to for which you have permissions. The list can be sorted by name (or number), description, owner, or status, by clicking the column header. Clicking the header again will reverse the sort order. You can access a project by clicking on the project name. The below table displays the sort capabilities: