Gain insights, update details, and access active, archived, and all projects in one place
The project list page provides a comprehensive overview of the various projects created and managed through Keka Professional Services Automation (PSA). This essential feature allows you to effortlessly monitor the status of active projects in the system, ensuring that you stay informed about each project's progress and details.
Tracking Projects Using the Project List Page
Begin by navigating to the Project(1) section in the left navigation pane. Click on the Projects(2) tab to reach the project list page. Make sure you are on the Project list(3) tab to view all projects currently set up in the system.
At the top of the page, you’ll find the option to create a new project by clicking the +Create Project button.
Active Projects
By default, you will land on the Active Projects tab, which displays all projects that are currently active within Keka PSA. where, you can see essential details for each project.You can use the filters at the top to quickly locate specific projects by criteria like Client or Project Type
For additional actions, click on the three dots (...) in the Actions column. From here, you can choose to update project details by selecting Update. If you need to archive a project, simply click on Archive. To permanently remove a project from Keka PSA, select Delete.
All Projects
The "All Projects" tab provides a comprehensive view of all projects within Keka PSA, including those that have been archived. This section allows you to review projects that are canceled, on hold, completed, or yet to start, giving you a complete picture of your project landscape.
From this tab, you can easily manage the projects listed by clicking on the three dots under the Actions column. Here, you have the options to Update project details, Archive a project, or Delete a project as needed.
Archived Projects
In this section, you can access detailed information about projects that have been archived within Keka PSA. This allows you to review past projects that are no longer active but may still be relevant for reference or reporting purposes.
By clicking on the three dots under the Actions column, you will have the option to unarchive a project, which will move it back to the All Projects list for easy access and management.
For a comprehensive understanding of the project list page in Keka PSA, this concludes our overview. If you have any further questions or need assistance, please don't hesitate to reach out to our product experts for support!
To gain further insights into configuring your projects, please follow this link: Configuring your new project