View Menu

Customizing Your View

The View menu provides away for you to manage page visibility and project items visibility. Presenting project information to clients often requires a different view than working in Project Notes on day to day activities. The View menu will help you organize information and communicate more concisely with your clients. By checking and un-checking the View menu item, you can change the displayed information.

Hiding Internal Project Items

Items such as Action/Tracker, Meeting Notes, and Earned Value amounts can be marked as internal items. When Internal Items is checked, the Internal column appears in table views and the Internal checkbox appears in detail forms, allowing you to flag items as internal.

When internal items are hidden, the Internal column and checkbox are removed from the view, so clients do not have a visual indicator that some items are hidden. Internal items will not be displayed in database search results found in the File Menu. This is useful when presenting project information to clients — you can hide internal risks, issues, or meeting notes that are for your team only.

To hide internal items:

  1. From the View menu, uncheck Internal Items.

To show internal items:

  1. From the View menu, check Internal Items.

Showing and Hiding the Status Bar

The status bar appears at the bottom of the window and serves two purposes:

  1. Status messages — When you import or export data, the status bar displays messages about the activity (for example, "Importing 5 records...").
  2. Help text — When you hover your mouse over menu items or toolbar buttons, the status bar shows a description of what that menu item or button does.

If you need additional screen space, you can hide the status bar. When hidden, you will not see the status messages or help text.

To hide the status bar:

  1. From the View menu, uncheck Status Bar.

To show the status bar:

  1. From the View menu, check Status Bar.

Showing the Projects Page

The Projects Page is the home page for the currently open database and displays a list of all projects organized by status.

To navigate to the Projects Page:

  1. From the View menu, select Projects.

Showing and Hiding Closed Projects

By default, closed projects are hidden from the Projects list. If you want to review or reopen a closed project, you can temporarily show them.

To show closed projects in the list:

  1. From the View menu, check Closed Projects. Closed projects will appear in the list.

To hide closed projects from the list:

  1. From the View menu, uncheck Closed Projects. Closed projects will be removed from the view.

Showing the Master Item List Page

The Master Item List Page shows every tracker item and action item across all projects in a single view.

To navigate to the Master Item List Page:

  1. From the View menu, select Master Item List.

See Master Item List Page for full details.

Showing the Clients Page

The Clients Page displays a list of all clients in the currently open database. You can add new clients, edit existing client information, or delete clients from this page.

To navigate to the Clients Page:

  1. From the View menu, select Clients.

Showing the People Page

The People Page displays a list of all people in the currently open database. This includes team members, contacts, and other individuals associated with your projects. You can add new people, edit their information, or delete entries from this page.

To navigate to the People Page:

  1. From the View menu, select People.

Zooming In and Out

You can zoom the entire application in or out to scale every text element together — menus, toolbars, forms, tables, line edits, text editors, and dialogs. This is particularly useful when sharing your screen during a meeting, when working on a high-DPI display, or when you simply want larger text.

Zoom replaces the per-point font sizing used in earlier releases. Each zoom step changes the scale by 10%; zoom is clamped between 50% and 300%. The current zoom percentage is displayed at the top of the View menu, between the − and + buttons.

The zoom factor is saved to your local OS profile and restored the next time you open the application.

To zoom in:

  • Click the + button at the top of the View menu, or
  • Press Ctrl++ (also Ctrl+= on US keyboards).

To zoom out:

  • Click the − button at the top of the View menu, or
  • Press Ctrl+−.

To reset to 100%:

  • From the View menu, select No Zoom, or
  • Press Ctrl+0.

Reviewing Tracker and Action Items

The Item Tracker displays action items and tracker items (risks, issues, and work items). By default, items with a status of Resolved, Deferred, or Cancelled are hidden from the view, so you focus on active items that need attention.

You can control which item statuses are shown using the View menu checkboxes:

  • Resolved Tracker/Action Items — Shows or hides items marked as resolved.
  • All Tracker/Action Items — Shows all items regardless of status, or hides completed/inactive items.

To show resolved, deferred, or cancelled items:

  1. From the View menu, check Resolved Tracker/Action Items to show all item statuses in the Item Tracker view.

To show only active items:

  1. From the View menu, uncheck Resolved Tracker/Action Items to hide resolved, deferred, and cancelled items.

View State Storage

The checkboxes in the View menu (Closed Projects, Internal Items, Resolved Tracker/Action Items) are saved in the Project Notes database, not the local OS profile. This means they are shared with anyone who opens the same database and are included in cloud sync. Your zoom factor and column layouts are saved locally to your OS profile and are not shared.

See Plugin Settings — Where Settings Are Stored for a complete breakdown of what is stored locally versus in the database.

Filtering Data

Almost every table view in Project Notes can be filtered to show only the records you need. For example, you might filter to show only action items assigned to a specific person, or tracker items from a particular project.

The Filter Tool provides a powerful interface to create filters on any column in a table. The filter panel appears at the bottom of the table view and allows you to define custom filter conditions.

To open the Filter Tool:

  1. Click on a table view to ensure it has focus.
  2. From the View menu, select Filter.

The Filter Tool panel appears below the table, where you can define your filter conditions. See the Filter Tool documentation for detailed instructions on creating and using filters.

Project Notes maintains a browsing history of pages you have opened, similar to the back/forward navigation in web browsers. This allows you to quickly return to pages you were recently viewing.

The history tracks which page you opened (for example, Projects Page, a Project Details page, a Meeting Notes page), up to a maximum of 20 pages. However, it does not track the specific record displayed on a page. For example, if you open two different Project Details pages and navigate between them, both will show the last project you viewed.

To navigate to the previous page in history:

  1. Select < (back arrow) from the View menu, or press the back button on the navigation toolbar.

To navigate to the next page in history:

  1. Select > (forward arrow) from the View menu, or press the forward button on the navigation toolbar.