Overview
Projects
Plan and deliver work as projects with tasks, files, a project conversation, costs and people — named the way your business names its work.
On this page
Projects is where work gets planned and delivered: projects with tasks, dates, files, a project conversation, a team, and the costs booked against them. Your workspace may call projects Jobs, Cases, Campaigns, Engagements or Treatment plans, and tasks Deliverables or Stops.
Availability
- Open
- View Projects — Owners, Admins and Managers by default
- Create and change company projects
- Manage Projects — Owners and Admins by default
- See a particular project
- be a member of it, or it is public to the organization
- Where
- Workspace → Projects (
/workspace/projects)
What is in Projects#
| Pill | What it holds |
|---|---|
| Overview | Your projects at a glance: upcoming deadlines, recent activity and team workload |
| Manage | Every project you can see, with status, due date and last update — create, favourite, pause and archive |
| Analysis | Health, progress and delivery risk across projects |
| People | Team workload — who is available, who is overloaded |
| Settings | Defaults for new projects: visibility, tags, cost codes, auto-archive |
Open a project for its own tabs: Overview, Tasks, Files, Links, Chat, Costs and Settings.
A project connects the business#
What a project links to
A project
- CRMthe client, company or opportunity the work was sold to
- Tasksthe work itself, in board, list and timeline views
- Chatthe project conversation, internal or shared with the client
- Filesdocuments attached to the project
- Timelinehours logged against the project
- Inventorystock used on the job, valued at cost
- Financebills booked to the project and invoices raised for it
- Portalsclients can see shared project plans in their portal
That is why a project can show its true cost and margin — see Project costs and job costing.