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How Can I See All the Projects and Their Statuses for a Client?

Learn how to view every project for a specific client and quickly scan their status, financials, and more—all from your Project List.

Colin Connor avatar
Written by Colin Connor
Updated yesterday

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

  1. Go to your Project List and enter the client’s name in the 'Client' filter

  2. 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.

  3. 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.


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