You can:
Use the search bar to quickly find projects
Apply filters (team roles, state, damage type, etc.)
Export projects to a CSV spreadsheet
Customize how project cards are displayed
You can also:
Switch between different pipelines
Create or edit pipelines to match your workflow
Within pipelines, you can:
Define stages (e.g., Claim Originated, Estimate, Negotiation)
Assign team roles to tasks
Automatically move projects to the next stage
Each stage can include automation:
Tasks → automatically created when a project enters a stage
Alert rules → notify users based on timing or stage changes
For example:
Create tasks when a project enters a stage
Send alerts after a project has been in a stage for a set number of days
This helps standardize workflows and automate project management across your team.