Skip to main content
Products

Using Product Manager

Organize, sort, filter, and manage products across projects using Product Manager.

Written By Julia M.

Overview

There's no separate "Product Manager" screen any more. Its jobs — sorting, filtering, grouping, multi-select and bulk editing — now live directly in the Library.

Where things are now

Task

Where

Filter by project

Project dropdown, top right

Search

Search everything…

Group

⋯ → Group by (Category, Location, Vendor, Custom sections)

Choose columns

⋯ → Show columns

Reorder

Drag ⠿

Multi-select actions

Tick rows → toolbar (Bulk edit, Reports, Duplicate, RFQ, Create POs, Create task, Delete)

Filter by status, vendor or tag for a document

Reports → Status, vendor and tag filters

Library toolbar
Multi-select toolbar

Related articles

  • Searching and Filtering Products

  • Bulk Editing Products

Was this helpful?

Still need help? Ask the team