The Jobs list: grid, list, status and delete

Use the Jobs page (headed "Projects") to search every job, switch between grid and list, change OPEN/WON/LOST status and delete a job.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects · Guide last checked 2026-10-03

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Preconditions

A workspace with at least a dozen jobs.

Steps

1. Open JobsDo: Click "Jobs" in the sidebar.Expect: The page heading reads "Projects" with the search box "Search by project or client name...", a grid/list toggle and "Create new project".Actual:
2. Switch to list view and searchDo: Click the list icon. Type a client name into the search box.Expect: Columns: Project, Client, Status, Revenue, Created. Rows filter as you type.Actual:
3. Change status from a cardDo: Switch back to grid. On a card open the status dropdown and pick OPEN, WON or LOST.Expect: The badge updates. Choosing DELETE opens a "Delete Project" confirmation.Actual:
4. Open a jobDo: Click a card or row.Expect: The job page opens.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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