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Managing your projects has never been easier.
In this section, you’ll explore the Projects submodule under the Work Module of your client portal.
This guided walkthrough will show you how to filter and search for your projects using advanced options such as duration, project status, progress range, and more.
You’ll also learn how to switch between different project views — like list, calendar, and pinned views — and how to access individual project details, including tasks, team members, and deadlines.
By the end of this demo, you’ll know how to take full control of your project tracking and stay aligned with your team at every stage.
