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Use the documents header and filters

Use the documents header to navigate, filter and manage project documents efficiently.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project documents area​

Navigate to your project and open the documents section to see the unified documents view header.

Open the project documents area

Step 2: Review the documents header actions​

At the top of the documents list, review the header actions such as document creation options, AI tools and any project-specific controls.

Review the documents header actions

Step 3: Apply filters to refine the document list​

Use the filter chips in the bar beneath the header to narrow down documents by status, type or other available filters.

Apply filters to refine the document list

Step 4: Adjust document sorting and pagination​

Change sort options such as "Updated" order and move between pages to focus on the most relevant documents.

Adjust document sorting and pagination

Last updated: 2026-08-31