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How Can I Sort My Projects by Client?

Here's how you can use the “Client Name” Custom Column to sort your projects by client.

Colin Connor avatar
Written by Colin Connor
Updated this week

This feature is available on all Goodshuffle Pro Plans.

Want to group projects by client name for quick reference or analysis? You can easily do this by adding the “Client Name” Custom Column.

Step-by-Step Instructions

  1. Go to your “Projects” page.

  2. Click “Edit Columns.”

  3. Add the “Client Name” column under "Client Information"

  4. Click the “Client Name” header to sort:

    • A → Z (ascending)

    • Z → A (descending)

Tip:
This is a great way to quickly review repeat clients or prepare client-specific summaries.


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