Projects page navigation

The Projects feature removes friction from the sales-to-delivery handoff. Instead of your delivery team asking "What did the client need?" or searching for deal information, they open the project and

Work sidebar

• All Projects & Tasks – Manage all the projects and tasks you have access to on your Wonderly account in one unified view.

• Workspaces – View the full list of workspaces you have access to in Wonderly, and within each workspace, you can view its projects, documents, or folders.

  • + Button – This lets you create another workspace directly from this button.

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Projects & Tasks

• Browse – Displays all projects, documents, and folders within your workspace in a simple list or card view. You can browse through all items without any specific organization or filtering applied.

• Table – Shows all projects and tasks in a traditional table/spreadsheet format with columns for the name, status, deadline, owner, and other relevant fields.

• Kanban – Displays projects or tasks organized by status in a card-based board view. Each status (e.g., "In Progress," "Completed," "On Hold") appears as a column, and projects/tasks appear as cards within those columns.

• Gantt – Shows all projects on a timeline view. Each project appears as a horizontal bar, with the bar's position and length representing the start date, duration, and deadline.

• Dashboard – Provides a high-level summary view with key metrics and statistics about all projects and tasks. This can include total projects, completion rates, upcoming deadlines, and other performance indicators.

• Workload – Shows the distribution of work across your team. This helps you identify who is overloaded or underutilized.

• Task List Dropdown – This dropdown helps you narrow down to specific projects or task collections.

• Search Tab – Allows you to quickly find specific projects or tasks by typing keywords. You can search by project name, task name, owner, status, or other relevant fields.

• Filter Button – Apply multiple filters to narrow down which projects and tasks are displayed.

  • You can filter by:

    • Custom fields – Filter by any custom fields you've created.

    • Sort options – Organize projects/tasks by name, deadline, or other criteria.

• Three-Dot Menu – Use the top-right menu to copy a shareable internal link to your current view or add it to your Favorites.

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Views

Table

• Table View Dropdown – Switch between different table layouts or saved table configurations. This lets you customize which columns are displayed, how data is sorted, and what information is most visible at a glance.

• Search Tab – type keywords to find specific projects or tasks by name, owner, status, or other relevant information.

• Filters – Apply multiple filters to narrow down which projects and tasks are displayed.

  • You can filter by:

    • Custom fields – Filter by any custom fields you've created.

    • Sort options – Organize projects/tasks by name, deadline, owner, or other criteria.

• Name – The project, task, or Workspace name as it appears in your system.

• Assignee – The name of the person assigned to the project or task.

• Deadline – The due date for the project or task.

• Template – Whether the project was created from a project template and which template was used.

• Start Date – The date the project or task was scheduled to begin.

• Priority – The priority level of the project or task (Low, Medium, High, or ASAP).

• Workspace – Which workspace the project or task belongs to.

• Labels – Any labels or tags applied to the project or task.

• Color – A color indicator or color label assigned to the project or task for visual organization.

• Status – The current status of the project or task (Not Started, In Progress, Completed, On Hold, etc.).

• Created At – The date the project or task was created in your system.

• Updated At – The date the project or task was last updated.

• Created By – The name of the person who created the project or task.

• Folder – Which folder the project or task is organized in.

• Attachments – The number of files or documents attached to the project or task.

• + Button (Add Field) – Allows you to add a field to the table view.

Kanban

• Kanban View Dropdown – Switch between different layouts or saved configurations. This lets you customize which columns are displayed, how data is sorted, and what information is most visible at a glance.

• Search Tab – type keywords to find specific projects or tasks by name, owner, status, or other relevant information.

• Filters – Apply multiple filters to narrow down which projects and tasks are displayed.

  • You can filter by:

    • Custom fields – Filter by any custom fields you've created.

    • Sort options – Organize projects/tasks by name, deadline, owner, or other criteria.

• Cards – These represent individual tasks or projects within your workspace.

  • For projects, you’ll see:

    • Workspaces the projects belong to.

    • Project Name.

    • Project Status.

    • Project Assignee.

    • Project Due date.

    • + New Project – This allows you to create a brand new project directly from the Kanban view.

• For tasks, you’ll see:

  • Workspaces the tasks belong to.

  • Projects the tasks belong to and their milestones.

  • Task Name.

  • Task Status.

  • Task Assignee.

  • Task Due date.

  • + New Task button – This allows you to create a new task or card directly within the Kanban view.

You can drag cards between columns to organize them.

Gantt

• Gantt View Dropdown – Switch between different layouts or saved configurations. This lets you customize which columns are displayed, how data is sorted, and what information is most visible at a glance.

• Search Tab – type keywords to find specific projects or tasks by name, owner, status, or other relevant information.

• < > buttons – Scroll backward or forward to view past or future dates.

• Jump to date – Quickly navigate to the current date.

• Filters – Apply multiple filters to narrow down which projects are displayed.

  • You can filter by:

    • Custom fields – Filter by any custom fields you've created.

    • Sort options – Organize projects/tasks by name, deadline, owner, or other criteria.

• Timeline Header – Shows the calendar dates, helping you see the date range for your project timeline.

• Project List – See all your projects in a vertical list on the left side.

• Project Bars – See the length of a project from the start date to the due date.

• "Today" indicator – Shows you the current date on the timeline. It helps you quickly see which projects are:

  • Past due (before the line)

  • Due today (on the line)

  • Upcoming (after the line)

Dashboard

• Dashboard View Dropdown – Switch between different layouts or saved configurations. This lets you customize which columns are displayed, how data is sorted, and what information is most visible at a glance.

• Metric cards – These display key statistics such as:

  • Total tasks – Number of tasks across all projects or workspaces.

  • Completed tasks – How many tasks are finished.

  • In progress tasks – How many tasks are currently being worked on.

  • Hours worked – Total time spent on projects or tasks.

• Three-Dot Menu (⋮) – Edit, duplicate, expand, or remove the card.

• Pie Chart – A circular graph divided into slices. Each slice represents a proportion or percentage of the whole.

• Bar Chart – Displays data using rectangular bars of different heights, with each bar representing a value or quantity for a specific category.

• Line Chart – Shows data points connected by lines, with each point representing a value at a specific time or category.

• Pencil Icon – Edit the chart's settings.

• Expand – view the chart in full screen.

Workload

• Workload View Dropdown – Switch between different layouts or saved configurations. This lets you customize which columns are displayed, how data is sorted, and what information is most visible at a glance.

• Date – Select a specific week or date range to view.

• Today – Reset to today's date.

• < > buttons – Scroll backward or forward to view past or future dates.

• Refresh icon – Reload the view with the latest information.

• Filters – Apply multiple filters to narrow down the information displayed.

• Assignees – Select specific team members to focus on.

• Team Members – Each item represents a team member's workload capacity. The bars show:

  • Visual workload representation – How full their schedule is.

  • Capacity at a glance – Whether they're underutilized, at capacity, or overloaded.

  • Time allocation – How their hours are distributed across tasks and meetings.

• Total workload hours – Total hours assigned to that team member for the selected week or date range. You can view:

  • Tasks.

  • Meetings.

  • Both combined.

• Workload Summary – View the overall team capacity.

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