---
title: "Navigating the Projects Page in Ontraccr Overview"
url: "https://help.ontraccr.com/en/article/navigating-the-projects-page-in-ontraccr-overview"
language: "en"
last_updated: "2025-06-06T22:49:43.743Z"
---

# Navigating the Projects Page in Ontraccr Overview

## 📂 **Navigating the Projects Page in Ontraccr Overview**  
 

The **Projects page** is your mission control for everything project-related in Ontraccr.

Here, you can **view**, **search**, **add**, **archive**, **delete**, and **filter** projects with just a few clicks.

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## 🎯 **What You Can Do on the Projects Page**

-   View all active and archived projects
-   Quickly search by project name or number
-   Add brand-new projects
-   Archive, delete, or reactivate projects
-   Toggle between **Card View** and **List View**
-   Sort and filter projects based on custom needs

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## 🧭 **How to Navigate the Projects Page**

### 📍 **Accessing the Projects Page**

-   Click **Projects** on the left-hand menu.
-   Choose between:
    -   **Projects** (individual projects)
    -   **Project Groups** (collections of projects)

### 🖼️ **Card View (Default View)**

In **Card View**, each project appears as a visual card showing:

-   **Project Name**
-   **Project Number**
-   **Division** (top right)
-   **Address**
-   **Active/Inactive Users**

🔧 **Actions** on each card:

-   **Edit** project
-   **Archive** project

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### 📋 **List View**

Prefer a spreadsheet-style look?

-   Click the **List View** toggle (top right).
-   You'll see project details as a clean table, with sortable columns like:
    -   Project Name
    -   Project Number
    -   Division
    -   Address
    -   Active Users
    -   Inactive Users

✅ Clicking a row still opens the project details!

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## 🔎 **Searching for Projects**

-   Use the **Search Bar** at the top.
-   Search by:
    -   **Project Name**
    -   **Project Number**

🧠 **Tip**: The search automatically checks both fields at once.

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## ➕ **Adding a New Project**

-   Hit the **Add (+)** button beside the search bar.
-   This starts the **six-step project creation wizard**

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## 📦 **Archiving a Project**

-   Click the **Archive** button on any project.
-   Confirm the prompt to **move it out of the active list**.

🧠 **Note**: Archiving is reversible — you can reactivate archived projects anytime!

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## 🗑️ **Deleting a Project**

**Deleting is permanent. Here's how:**

1.  **Archive** the project first.
2.  **View Archived Projects** using the filter.
3.  **Click Delete** on the archived project.
4.  Confirm permanent deletion — this erases **all project data** too!

⚡ **Warning**: Deleted projects cannot be recovered.

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## 🗂️ **Sorting Projects**

-   Click **Sort** next to the View toggle.
-   Choose your sorting method:
    -   Project Number (Ascending/Descending)
    -   Project Name (A–Z / Z–A)

🧠 **Tip**: The default sort is **by Project Number Ascending**.

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## 🎛️ **Filtering Projects**

-   Click the **Filter** button
-   You can filter projects by:
    -   **Active/Archived Status**
    -   **Contract Status** (Active, Expiring Soon, Expired)
    -   **Project Type** (custom categories set in Settings)

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## 🧠 **Quick Tips & Edge Cases**

-   You **must archive before deleting** — you can’t delete active projects directly.
-   In List View, you get **faster sorting** if you're handling large project volumes.
-   Filters **stack together** — combine "Archived" + "Expired Contracts" filters for precision searches.

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## ✅ **Quick Example**

If you want to find all archived projects with an expired contract:

✅ Click **Filter** → Check **Archived** → Check **Expired Contracts** → Results show instantly!

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## 🚀 **Summary**

The Projects page is the launchpad for managing your active and historical work in Ontraccr.

Master these basics and you'll move faster through everything project-related!
