How do I filter or sort my projects?
When you have a long list of projects or tasks, ZipBooks makes it easy to narrow down the list, to more easily find the ones you’re looking for.
Here’s how to filter and sort projects:
- Sign in to ZipBooks and click on Tracking in the box on the left.
- Click on Projects.
- Use the drop down menus at the top to choose your filter:
- By Contact (to clear this filter, just delete the name from the filter box)
- By Status (Active or Archived)
- By Primary or Subproject (or All)
- You can also choose to sort categories by Name, Customer or Hours Tracked.