CASTING DIRECTORS: How do I sort and organize my Projects List page?

This article is for Casting Directors, it explains how to use the sorting, filtering, and grouping tools to organize the Projects List page and customize your workflow.

At the top of the page, you will see a Filters feature. This allows you to filter your view by Project Type, Project Status, and Series.

You also have the option to search for specific projects using any part of the project name in the search bar.

Note: To view archived projects, you must specifically apply the Project Status filter "ARCHIVED".

You can sort your list by clicking on the category titles at the top of the columns. By default, the project list is sorted by Last Modified (most recent at the top).

You can sort by the following categories:

• Name

• Type

• Series

• Project Creation

• Last Modified

• For Name, Type, and Series:

  • Click once: Organizes A-Z.

  • Click twice: Organizes Z-A.

  • Click three times: Returns to the default (Last Edited at the top).

• For Project Creation and Last Modified:

  • Click once: Organizes Oldest-Newest.

  • Click twice: Organizes Newest-Oldest.

  • Click three times: Returns to the default (Last Edited at the top).

You have the option to drag and drop specific categories (Series, Type, and Status) to the top of the list to group your projects.

1. Locate the column header you wish to group by (e.g., "Type").

2. Click and drag the header to the space labeled "Drag here to set row groups."

3. Your project list will reorganize into drop-down menus based on that category (e.g., Commercial, Documentary, Feature Film).

You can also drag and drop the Status category to the top to organize your projects by their current status.

If you are casting a Television Series or Web Series, you may want to see the Series information at a glance.

To do this, check the box next to "Series Column" to make that column visible in your main list view.