> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/my-workspace/project-quick-actions.md).

# Project quick actions

Opening every project just to complete a step or send a quote slows you down when you're working through a list. Each row in My Workspace has a menu with the same actions as the project screen, so you can act on a project without leaving the list.

### Before you start

Each action needs the same permission it needs on the project screen, such as **Create Documents** or **Proceed with Next Steps**, in the **Projects** permission group. You only see the actions you're allowed to use.

### How to use the quick actions menu

1. In My Workspace, find the project.
2. Select the arrow at the end of its row.
3. Choose an action.

The menu has:

* **Create Documents:** Create any document the project's workflow allows, with the same labels as on the project, such as **Create**, **Partially Created**, or **Pending Order Approval**.
* **Next Steps:** Complete the project's next workflow step. Steps you can complete are marked **Pending**.
* **Project Actions:** **Get In Touch**, **Cancel this Project**, **Duplicate this Project**, **Return this Project**, **Move to different Warehouse**, and **Complete this Project**. See [Project Actions](/central/order-management/projects/project-actions.md).
* **Chat:** Leave a comment or file for your team.

**Example:** Your client approves a quote by phone. In My Workspace, you open the menu on their project, choose **Next Steps**, and complete the approval step. The project moves from **Quoted** to **In Progress** without you opening it.

### How to return a project

**Return this Project** is only in this menu, not on the project screen. You'll need the **Return Project** permission, in the **Projects** permission group.

1. Open the menu on the project and choose **Project Actions**, then **Return this Project**.
2. Choose **Full Return** or **Partial Return**.
3. For a partial return, tick each line and enter the **Return Quantity**.
4. Confirm.

You see "The Return progress has been successfully started. You will be redirected to the details page shortly". OrderEazi creates a new return project on your returns workflow, with the client and the product lines being returned. You can't return a project that is itself a return.

If you see "Please assign a return workflow in organization settings.", ask your administrator to choose a **Returns Workflow** in **Organization Setup**.

### Other things you can do from a row

* **Change the due date:** Pick a new date in the **Due Date** column. It needs **Edit Due Date**. You see "Due date updated".
* **See the documents:** Select the **Docs** icon to list the project's documents, then **View** to open one.
* **See the workflow:** Select the workflow badge to see the project's workflow map.
* **See the lines:** Select **+** to see each line and how much of it is on each document.

### Related pages

* [Projects](/central/order-management/projects.md): the same actions on the project screen
* [My Workspace](/central/order-management/my-workspace.md): what each column shows