How to activate and set up the Projects app
TL;DR: Activate the Projects app from Settings & Apps to manage project-based work. After activation, configure project fields, statuses, phases, and member permissions to match your workflow.
Who can do this
Administrators can activate the Projects app, configure all settings, and manage workflow templates.
Members can add and change workflow templates only if granted permission under the app's rights settings.
Activate the Projects app
Navigate to Settings & Apps.
Open the Projects app.
Select Activate.
Set up project fields
When you activate the app, the system automatically creates a set of default fields. The Name field is always mandatory. For all other fields, you can choose whether they are:
Mandatory when adding a project
Shown when adding a project (if not mandatory)
In list — displayed in the projects overview list
Add a new project field
Select + Add new field.
Choose the input type from the available options:
Yes/No — If selected, the value is "Yes"
User — A list of active users; single selection
Date — A specific date selected from the calendar
Multiple users — A list of active users; multiple selections allowed
Multiple choices — Predefined options; multiple selections allowed
Number — A number with decimal places
Long text — Text up to 1,000 characters
Text — Notes or other text, up to 100 characters
Integer — A whole number
Choice — Predefined options; single selection
How the Date field type works in projects
If you set a Date type field as mandatory, it must always be filled in when creating a project. You can also make project tasks depend on a date-type field (for example, the project start date), so task deadlines shift automatically.
How the User field type works in projects
If you select User as a project field type, that user role can be set as a task assignee in the workflow template. When adding a project later, you can match a specific member to the user role, and the tasks in the project will be assigned to that member automatically.
Configure app settings
Project statuses
When you activate the app, three default project statuses are created: Pending, In progress, and Done. You can add new statuses or modify existing ones to match your workflow.
Project phases
Project phases let you control when tasks appear relative to the project timeline. For example, you can set a task to appear 2 days before the project start date, causing it to be highlighted on the dashboard to indicate it needs attention.
On the dashboard and client card, project tasks are distinguished by a colour indicator and a project label. You can create your own colour system to get a quick visual overview of task priorities.
Member permissions
Under the Rights section, choose whether regular members can add and change workflow templates.
Troubleshooting
Project fields are not appearing when I add a project
Check the field settings in the Projects app configuration. Ensure the field is set to be shown when adding a project. Fields that are neither mandatory nor set to show will not appear in the project creation form.
Tasks are not showing on the dashboard
Verify the Required project status for each task in the workflow. Tasks only appear on the dashboard when the project's current status matches the task's required status.
A member cannot create workflow templates
Check the Rights section in the Projects app settings. By default, only administrators can add and change workflow templates. Enable the permission for regular members if needed.
Date-dependent tasks are not shifting when project dates change
Make sure the tasks are linked to a Date type project field in the workflow template. If the task's time dependency is not configured, it will not automatically adjust when project dates are updated.