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 from Settings & Apps to manage project-based work — then configure project fields, statuses, phases, and member permissions to match your workflow.

Add a new project

Create a new project from the Projects view by filling in the required fields, selecting a workflow template, reviewing task assignments and dependencies, and confirming the project.

Change a project

Manage projects from the Projects list — add notes, modify the project workflow, and update project status (cancel, archive, or delete) to control which tasks appear on team dashboards.

Create project workflow templates

Create project workflow templates in the Projects app — upload from Excel or build them manually with tasks, assignees, required project statuses, and dates so no step is missed.

Project statuses

Project statuses track each project's stage from start to completion — define custom statuses in workflow templates, then filter your project list, group dashboard tasks, and generate reports by status.

Projects advanced features

Deep dive into the Projects app — filtering the project list, editing a project's workflow, duplicating projects, using the Overview tab, and archiving, cancelling, or deleting projects.