When looking for a specific project, head to the Projects section from the main menu. Here you can sort and filter through using tags, timelines, priority, etc.

Navigating to the projects section

Use the following steps to get to your condominium’s Projects section from anywhere on Managemate.

Navigating from the main menu

First, open the main menu:

Desktop view, the main menu is always visible on the left side of the page.

Mobile view, click on the icon with three green lines in the top left corner of the page to expand the main menu.

Locate and click on the "Projects" option, which is highlighted in the main menu as seen here:

Navigating in the projects section

In the projects section, you’ll see a list of all projects in your condominium’s account.

Project priority – low, medium or high

Project name – title assigned to the project

Planned start date – the scheduled date for commencement of the project

Stage – the current phase of the project, including planning, in-progress, complete and inactive

Cost estimate – approximate finances required for the project which can be continuously updated

Actions – here you can either view details of a project or delete it by clicking the respective icons

Using the search and filters to find a project

You can search projects by name or use our filtering options to find projects.

Searching by name

Use the search bar at the top of the page to directly search projects by name. Type in any word or part of the project title and see all related results.

Filtering options to help you find your projects

Filter by Tag: Narrow down your projects by applying tags.

Project Priority: Sort projects based on their priority level.

Project Stage: Filter projects by their current stage, such as 'In-progress' or 'Completed.'

Planned Start Date: View projects based on their planned start dates.

Planned End Date: Filter projects by their expected completion dates.

Note: Click on “Clear Filters” button on the far right to deselect all filters.

Viewing active projects from the dashboard

Head to the Dashboard section from the main menu.

Opening the main menu:

In desktop view, the main menu is always visible on the left side of the page.

In mobile view, click on the icon with three green lines in the top left of the page.

Then select the first option, "Dashboard".

Here you can see how many projects and activities are open under your condominium’s account.

View current projects by clicking on the “Active Projects” tab on the dashboard, use the arrows on the bottom of the section to navigate through the list.

Apply filters and sort the list by name and end dates to find a project or click “View all” to head to the projects section and see the complete list.

Viewing linked projects:

You will also see projects in other places in your Managemate account.

We display projects in the following places:

When looking at the Activities list
When looking at vendors
When viewing documents and invoices

Activities

To see projects linked to activities:

In table form: scroll to the right of the table to find the “Linked Project” column

In list form: the linked project can be found under the activity name.

You can also click on an activity’s name and find the linked project under the activity’s start date.

Vendors

Click on a vendor’s name and scroll to the bottom. Here you can see a list of projects and activities linked to the vendor or link them to more records. The list includes:

Category of records – project or activity

Record Name – title of the project or activity

Date linked – exact date when the vendor was linked to a record

Click on the “Projects” tab under the search bar to filter records.

Documents and Invoices

When working on projects, there are a lot of documents and payments made that can easily get lost. With Managemate, there is a place for all those records.

After creating records for all your documents and invoices, linking them to their respective projects can make accessing them in the future a simple task. Learn how to link records here.

Find the project the records were linked to by visiting either the documents or invoices section. Click on the green dropdown arrow next to the tags column and view: