The Projects tab at app.fieldfaktor.com lists every project you can see, one row each. This article covers reading the table, finding a project, the row actions, bulk actions, and archiving.
Reading the table#
Each row shows:
- Project Type — a Wind, Hail, or Wind/Hail pill
- A Street View thumbnail of the property
- Homeowner
- Project #
- Address
- Assigned To — the team member's name, or Unassigned. Owners see an orange Assign button on unassigned rows.
Click anywhere on a row to open the project's workspace. The + New Project button above the table adds a project — see Create and assign projects.
Search and sort#
- The search box — Search homeowner or project # — matches the homeowner's name, the Project #, the Claim #, and the assigned team member's name.
- The sort menu offers Created (Newest) (the default) and Homeowner (A-Z).
- If nothing matches, the table shows "No projects match the current search."
Expand a row#
Click the arrow at the left edge of a row to preview a project without leaving the list. The expanded panel shows Project Details (Project #, Claim #, Address, Project Type, Date of Event), Homeowner (Name, Phone, Email), and Notes, with buttons for Open Project, Call, Text, Email, and Navigate.
The row menu (⋯)#
The ⋯ button at the right end of each row opens the action menu:
- View — opens the workspace.
- Assign / Reassign — Owners only; hands the project to a team member.
- Call and Text — appear when the homeowner has a phone number on file; Email appears when there is an email address.
- Navigate — opens driving directions to the property in Google Maps.
- Share — adds the project to teammates' project lists.
- Archive / Restore — see below.
Sharing is visibility, not a lock#
Share opens a list of your teammates with a Share toggle next to each. Sharing puts the project on that teammate's list so they can find it — it does not restrict anyone else or transfer responsibility. To make one person responsible for the project, use Assign instead. See Create and assign projects.
Act on several projects at once#
Tick the checkboxes at the left of the rows you want. A bar appears showing how many are selected — for Owners, and for team members the Owner has granted archive (delete) permission — with Assign N (Owners; the button reads Reassign N when any selected project is already assigned), Archive N, and Clear. In the Archived view the same bar offers Restore N.
Archive and restore#
Archive takes a project off the list when the work is done. Nothing is deleted — photos, reports, and history stay exactly as they are.
- Open a row's ⋯ menu and choose Archive — the project is archived immediately (it is reversible). To archive several at once, select rows, click Archive N, and confirm in the Archive projects dialog.
- To see archived projects, click the Archived (N) button in the toolbar — it appears once at least one project is archived.
- To bring a project back, open its ⋯ menu in the Archived view and choose Restore, then click ← Back to projects.
Owners can always archive; team members can when the Owner grants them delete permission.