Projects
Create and manage projects
Create a project with dates, members, groups and tags; work it from Overview and Manage; favourite, pause, archive and share it.
On this page
Create a project#
In Projects, choose the create button.
Give it a name and a short description.
Set the start and end dates.
Invite members (people) and add groups.
Add tags — type one and press Enter.
Create it.
The person who creates a project is its owner. New projects are private to their members unless your workspace's project settings default to public.
Overview#
Projects → Overview shows:
- Upcoming deadlines across your projects,
- the activity feed — live activity from tasks, files and chat,
- team workload — who is carrying how much open work.
Manage#
Projects → Manage lists every project you can see — yours, those shared with me, and those public to the organization — with status, due date and last update. From here you can:
- Favourite a project to keep it at the top,
- Pause it (on hold) and resume it,
- Share it,
- Archive it when the work is done.
Project statuses#
| Status | Means |
|---|---|
| Active | In progress |
| Paused / On hold | Stopped for now |
| Completed | Done |
| Archived | Put away; out of the active lists |
Analysis also flags projects as blocked, overdue or at risk from their tasks and dates.
Inside a project#
| Tab | What it holds |
|---|---|
| Overview | Progress, task distribution across statuses, deadlines and recent activity |
| Tasks | The work — see Tasks and views |
| Files | Documents — see Project files |
| Links | Records this project is connected to — the client, the deal, invoices |
| Chat | The project conversation — see Project conversation and team |
| Costs | Contract value, budget and what has been booked — see Costs |
| Settings | Members, visibility, notifications and lifecycle — see Project access and settings |
Link a project to a client#
Link projects to the CRM record they are for — from the project's Links or from the CRM record's Work tab. The client's record then shows the project, and the project shows the client. See Connected records.