Project overview

What is Project Overview?

Project Overview shows all your projects from all organizations you belong to in a single screen. Instead of switching between organizations to check what’s due, you see everything sorted by scheduled date in one place. If you work across multiple clients, brands, or divisions, this becomes your daily starting point.

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Why Use Project Overview?

If you belong to multiple organizations, you’ve probably been switching back and forth constantly. Checking one client’s deadlines, then another, then another. Missing scheduling conflicts. Forgetting what’s due when.

Common Problems Solved:

• Constant organization switching to check deadlines
• Missing scheduling conflicts across clients
• No unified view of your entire workload
• Forgetting which client has what due when
• Time wasted on context-switching What You Get:
• All projects from all organizations in one view
• See whats in movement, and what needs to be finished
• Filters to focus on what matters
• One-click navigation to any project

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Accessing Project Overview

• Navigate to Projects Overview in the main navigation
• See all projects across all your organizations
• Projects are sorted by scheduled date (soonest first)

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Using the Overview

Understanding the Display

Project List - All your projects from all organizations Organization Indicator - Labels show which organization each project belongs to Scheduled Date - When each project is due Status - Current project status **Tasks ** - Number of tasks completed and remaining **Next Task - **Whats in flight and current next task

Sorting and Filtering

By Organization - Focus on a specific client or brand By Status - See only active projects, or filter by specific statuses By Date Range - Focus on this week, this month, or custom range Search - Find any project by name **Other Filters - **Assignee, Channel, Priority, Relevance and Category can all be used to quickly work in different ways, depending on who’s using the page. **Group By - **By default the grouping will be based on the date. You can also choose by assignee, organization or scheduled date.

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Working with Multiple Organizations

For Agencies

See your entire client pipeline in one view:

• All client projects sorted by deadline
• Spot when multiple clients have overlapping due dates
• Plan capacity across your entire business
• Stop switching organizations dozens of times per day

For Freelancers

Manage multiple brands or clients:

• Track all your active projects in one place
• Never miss a deadline across different clients
• See your upcoming workload at a glance

For Team Members

If you’re assigned to projects across multiple divisions:

• See all your assignments unified
• Prioritize based on actual due dates
• Understand your complete workload
• If you’re only looking for your own tasks, projects and jobs the task list can be a better place to start.

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Tips and Best Practices

Make It Your Home Screen

If you’re a manager, operations, head of content this is where you want to start.

For Planning

Spot conflicts early - When you see two projects due the same day or too many overdue projects, address it before it becomes a crisis. Plan your week - Work from top to bottom to prioritise what needs attention first. Review regularly - Weekly review of the overview helps you stay ahead of deadlines.

For Teams

Share the view - Team members can each see their cross-organization workload. Coordinate handoffs - When projects from different organizations have dependencies, the overview helps you spot them.

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Frequently Asked Questions

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Need Help?

If you have questions about Project Overview or managing cross-organization workflows, contact us through the in-app chat or email support@clipflow.com.