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If you need to clean up your view from the old closed projects and tasks - the Auto-archive feature will help you with that. It works as an automatic filter - once you turn it on, it will automatically hide the tasks and projects that have been closed more than 14 days ago (this number can be changed through the main "Settings" menu on the top of your 5pm screen).
Auto-archive doesn't really archive anything. It's just a filter. When you turn it on - it hides old projects and tasks. You turn it off - it shows them back. Nothing else you have to do. You can turn the Auto-archive on and off at any time. Auto-archive is an individual setting (it is remembered for each use separately).
You can sort the items in both left and right panels in the main view by just clicking on columns header. The second click reverses the order.
You can add an hide columns from the screen using the RIGHT click on columns header. Check "Customizing the Interface" video for more details. This is an individual setting (it is remembered for each use separately). But this setting is reset every time you login - it reverts back to the default sorting order (newest elements on the top), to help you notice the latest updates right away. There are several useful filters available in the main interface. First one is "active" - it hides all the inactive ("closed"or "on hold") projects and tasks:
You can also filter the projects and tasks by any user (including the clients) using the dropdown filter on the top. When you select an user from this dropdown, the left panel will show just the project and tasks that contain this user in their team (for the clients in will show just the project assigned to them with all the tasks inside). The option "-just mine-" is a quick way to see just your own projects and tasks (the ones that you are part of the team of). Some filters, plus additional options, like the "Auto-archive" filter, can be accesses through the arrow button on the top right of the left panel:
These filters are individual settings (they are remembered for each use separately).
"Mark" is an additional column you can have in your main view (if you don't see it, check the Customization section).
It contains a star image that can be used to mark a projects or a tasks.
Simply click on the star image to change its color. Three colors are available. This is a purely visual feature, for marking the projects and tasks. It can be used in any way you an your team decides (ex: you can mark important tasks as bugs with a red star). You can customize your main view in different ways:
You can resize the columns in the same way:
You can also hide and show columns - this option is accessed through the right click on the columns header.
You can also re-order the columns through the "Advanced Mode" (the link is at the bottom of the columns list) or by simple dragging them to the new location. Those are individual settings (they are remembered for each use separately). In the right panel you have the option to switch to the Compact View. In this view all the messages are folded to show just the first line:
Those are individual settings (they are remembered for each use separately). last updated: May 21, 2009
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