Projects overview
A project keeps the tasks, kanban boards, documents and team chat of a piece of work in one place. Open the project list from Team → Projects.
The Projects page
The Team → Projects menu item is shown to editors and admins. Other team members open the projects they belong to from the Project List widget on the dashboard or from their own tasks.
- Use the search box to search by project name.
- With Only mine ticked you see only the projects you are a member of; untick it to see every project of the team.
- Each card shows the project name and description, with a View button and, for editors, a New Task button. The menu in the card's top-right corner opens Archived Tasks, and for editors also Edit Project and Project Report.
The project page
At the top, Project overview shows the description and the number of tasks, boards and members. In the header you can mark the project as a favourite, mute its notifications and ask for an AI Project Summary.
- Task Breakdown – the project's open tasks; Show completed adds the finished ones.
- Chat – the project's shared conversation.
- Kanban Boards – the project's boards for organising tasks visually.
- Documents – files uploaded to the project.
Editors also see Project members, time usage, the Activity Log and the passwords saved for the project on the right, and can upload files. Admins additionally see Statements and Resource allocations.
Who sees what?
Editors and admins can open every project of the team. Other team members – for example a client invited to one project – only see the projects they are a member of.