This feature is available on all Goodshuffle Pro Plans.
What You Can Do
Use your Project List to see all projects associated with a particular client, filter them by status, and explore key results using custom columns.
Step‑by‑Step: Viewing Projects for One Client
Go to your Project List and enter the client’s name in the 'Client' filter
Click the colored status flags (e.g., yellow, blue, red) at the top of the list to filter projects by status—like Signed, Quote Sent, or Action Needed.
To gain deeper insights, click Custom Columns to display fields such as Amount Due, Contract Total, and other relevant data points.
Pro Tip: Couple this approach with Project List exports or saved filters to create client-specific snapshots for reporting or meetings.
Why This Matters
Quickly view all projects for any client in a single, filtered list.
Instantly identify project status using helpful visual flags for easy sorting.
Access financial or tracking info in one place by customizing the data columns.
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!