This feature is available on all Goodshuffle Pro Plans.
Customizing your project list is a powerful way to keep your operations organized. You can add filters and choose which columns display so you can quickly answer questions, track payments, view logistics, and take action where needed.
Getting Started
From your “Project List”, click the “Edit Columns” button at the top right.
Choose from categories such as:
Billing Status and Amount Due (from “Billing”)
Logistics Start/End (from “Fulfillment”)
Client’s Name (from “Client Info”)
Drag and drop columns to arrange them in the order you prefer.
Each user can create their own personalized view depending on their tasks and needs.
Sorting and Filtering Your Project List
Once your view is set, you can:
Use the filters on the left to sort by date range, employee, billing status, and more.
Sort columns by clicking the down arrow (˅) at the top of the column header.
Exporting Your Project List
Want to download your project list as a report?
Filter for the projects you need, then bulk download them into an Excel sheet with your selected columns.
👉 Learn more about exporting your project list here.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!