Using the Project List Page

Overview

The Project List page in Keka PSA offers a centralized view of all your projects—active, archived, or completed—allowing administrators and project managers to track progress, update details, or manage project statuses efficiently. With intuitive filters and easy-to-access action controls, this page is essential for overseeing your project landscape at a glance.

Who Can Do This

• PSA Admins
• Client managers
• Project Managers
• Global Admins

Pre-requisites

1. View all projects privilege
2. Active subscription to Keka PSA
3. At least one project configured in the system

Step by Step Instructions

Go to the Project List page

1. Navigate to Projects >> Project List from the left navigation pane.
2. You’ll land on the Active Projects tab by default.
   
   

View active projects

1. The Active Projects tab shows all ongoing projects.
2. Use filters at the top to sort by Client, Project Type, or other available criteria.
3. To create a new project, click on +Create Project at the top-right corner.
   
   

Use the Actions menu

1. Click on the three dots (...) under the Actions column of a project.

   1. Update – Edit project details such as name, client, dates, etc.
   2. Archive – Move the project to the Archived Projects tab.
   3. Delete – Permanently remove the project from the system.

   
   

Switch to the All Projects tab

1. Click on the All Projects tab to view every project in the system.
2. This includes projects with statuses like:
   1. Completed
   2. On Hold
   3. Cancelled
   4. Not Yet Started

3. You can manage these projects using the same Actions menu:

   1. Update, Archive, or Delete as needed.

   
   

Access archived projects

1. Navigate to the Archived Projects tab to view historical projects.
2. This section is useful for reporting or reviewing project history.

3. Click on the three dots in the Actions column to:

   1. Unarchive – Move the project back to the All Projects list.

   
   

How It Connects with Other Modules

FAQs

Q: Can I permanently delete a project?
A: Yes, use the Delete option from the Actions menu. Be cautious—this action cannot be undone.

Q: Can I restore an archived project?
A: Yes, use the Unarchive option from the Archived Projects tab.

Q: Can I filter by project status?
A: Yes, filters at the top of each tab allow sorting by project type, client, and other attributes.

Troubleshooting

Project not found?

• Ensure you are in the correct tab (Active, All, or Archived).
• Use the search bar or filters to locate it.

Archive or Delete options not visible?

• Check if you have the necessary permissions assigned under Roles and Permissions.

Unable to create a new project?

• Confirm that you have access rights to the client or project creation module.