Organizing
9 articles
Creating Custom Search ViewsBuild saved views that surface the right content for different teams or workflows.
Create Project FiltersSet up filters so your team can narrow searches by project attributes like location, type, or client.
Customize Display SettingsTune how detail cards, sheet cards, PDF exports, and the filter panel appear across your firm — admin-only, firm-wide preferences.
Create WorkspacesOrganize your firm's content into separate workspaces by office, discipline, or division.
Detail and Family Associations
Detail Tags: Best PracticesBest practices for setting up and applying detail tags in Pirros — admin-only guidance for organizing your library.
Import / Export in the Management TabBulk-edit details, tags, and metadata using the management tab's import/export feature.
Import Detail Tags from an Excel File
Active vs. Completed ProjectsLearn how Pirros organizes your projects into Active and Completed states, and what triggers each.