Projects

Activate the Projects app to manage finite engagements alongside the standard client workflow. Set up project fields, statuses, phases, and member permissions, then add and run projects against workflow templates.

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Activate and set up the Projects app

Activate the Projects app, then configure project fields, statuses, phases, and member permissions to match your workflow.

Add a new project

Create a project — fill in required fields, select a workflow template, review task assignments and dependencies, and confirm.

Change a project

Add notes, modify a project's workflow, and cancel, archive, or delete a project to control which tasks appear on team dashboards.

Create project workflow templates

Create project workflow templates — upload from Excel or build manually with tasks, assignees, required statuses, and due dates.

Project statuses

Define custom project statuses in workflow templates, then filter the project list, group dashboard tasks, and generate reports by status.

Projects advanced features

Filter the project list, edit workflows, duplicate projects, use the Overview tab, and archive, cancel, or delete projects.