Projects

Organize work into projects on a kanban board or a compact list — switch views, filter by status and client, and sort, with clients, deadlines, team members, and task progress at a glance.

Overview

Projects group related work so you can see, at a glance, who is involved, how far along it is, and when it is due. Each project carries a status, an optional client and deadline, a rich description (formatting, / quick blocks, and images — the same editor as a task), a team of members, and a live count of its open and total tasks.

Projects are laid out as a kanban board — one column per status. Drag a card to another column to change its status, or up and down within a column to set its order. Selecting a card opens a side panel where you can edit every field inline and manage the team.

Opening Projects

Navigate to Projects in the sidebar (the folder icon, just below Tasks). The page lands on the board with every project you can see, grouped into its status column.

You only see projects you have access to. Organization owners and admins see every project; everyone else sees the projects they have been added to.

Reading the board

The board has five fixed columns, one per status, always in the same order: Not started, In progress, On hold, Completed, and Cancelled. Each column header shows its status name, a colored dot, and a count of the projects in it. Each column loads its first projects and fetches more as you scroll, so a board with many projects opens quickly — and the header count always reflects every project in the column, not only the ones loaded so far.

Each card summarizes one project:

Element	Meaning
Colored square	A small swatch beside the title in the project's identity color. The column already tells you the status, so the card shows no status badge.
Name & client	The project title and, when set, the client it belongs to.
Description	The first lines of the project description, as plain text.
Avatars	The project's members, with a `+N` badge when there are more.
Task count	Open tasks over total tasks (for example `3/12`).
Deadline	The expected finish date — shown in red when it is overdue and the project is not yet completed.

Choosing a view — board or list

A toggle at the left of the toolbar switches between two ways to look at the same projects:

Kanban (the default) — the status columns described above.
List — a compact, single-line-per-project list, sorted the way you choose. Each row shows the same information as a card plus a colored status badge (the board doesn't need one — the column already tells you the status). The whole row is clickable and opens the same detail panel. The list loads more projects as you scroll.

Your choice is kept in the page URL, so the view survives a refresh and can be shared. The filters and count are shared between the two views — switching doesn't reset them.

Filtering and sorting

The toolbar filters apply to both views and stack together:

Status. Open the Status filter and tick one or more statuses. Each status shows a live count of how many projects match within the current client selection. In the list, this narrows the rows; on the board, the unticked status columns are hidden.

Client. Open the Client filter, optionally search for a client by name, and tick one or more. Each client shows its project count within the current status selection.

Sort (list only). Choose Most recent, Name (A–Z), or Deadline. Sorting doesn't apply to the board, where the order is the manual one you set by dragging.

The counts on the title chip and inside each filter always reflect what's currently in scope. Select Clear to drop all filters at once (your current view is kept). Every filter is stored in the page URL, so a filtered view survives a refresh and can be shared.

To find a specific project by name or client, use global search (Ctrl + K, or the search box in the top bar) — opening it from the Projects page puts matching projects first.

Moving and reordering

Change a status. Drag a card to another column. Its status updates and the change saves immediately.

Reorder within a column. Drag a card up or down in its column to set the order. Your manual order is saved and persists across refreshes.

Complete or cancel by dragging. Dropping a card into Completed or Cancelled stamps the finish date automatically. Dragging it back out to any other column clears that finish date and reopens the project.

Only people who can edit a project can drag it: organization owners and admins, and the project's managers. If you can't manage a card, it still opens on click but won't drag.

Creating a project

Select New project (available to organization owners and admins). The project is created immediately with a placeholder name ("New project") and you are added to it as its first manager. Its detail panel opens with the name field already in edit mode and the placeholder text selected — there is no separate creation form.

Type the name. The name field is focused and selected, so just start typing to replace the placeholder, then press Enter to save.

Fill in the rest. Client, description, status, and deadline are all optional — the project saves without a client linked, and you can set any of them later in the same panel.

Because the project is saved the moment you select New project, it appears on the board right away (in the Not started column, with the placeholder name until you rename it). If you change your mind, delete it from the ⋯ menu in the panel header.

Editing a project

Open any project card to view its details. If you can manage the project, every field edits in place:

Name — click the field, type, then press Enter (or click away) to save. Press Esc to cancel.
Description — a rich editor (formatting, / quick blocks, and images); save by clicking away or with Ctrl+Enter (⌘↩ on Mac), cancel with Esc.
Client — pick a client from the dropdown, or type to create a new client inline (admins only); choose No client to clear it.
Status — click the status control and pick a new status; the card moves to the matching column on the board. (You can also just drag the card there.)
Deadline — pick a date; a tag shows how many days remain, or Overdue when the date has passed.

Changes save instantly. If you do not have edit permission, the fields are read-only.

The panel shows the project's name, description, and members on the left, with its status, color, client, deadline, and dates in a details rail on the right. To review projects one after another, use the ‹ › arrows in the panel header — or press J for the next project and K for the previous — without leaving the panel.

Managing members

The Members section lists everyone on the project with their role.

Add a member. Select Add member and choose any organization member who is not already on the project.

Change a role. Use the role control next to each member to switch between Manager and Standard.

Remove a member. Choose Remove from project from the same menu.

Managers can edit the project and manage its members.
Standard members have read-only access to the project.

Comments, attachments, and activity

Below the name and description, the project panel is organized into tabs — Comments, Members, Attachments, and Activity. Members now lives in its own tab (it used to sit in the panel body), so a project becomes a shared space for discussion, documents, and history — exactly like a task.

Discuss the project with the people who work on it. Type @ to mention a person or a related task. Mentionable people are the project's participants and administrators (mentioning notifies them); related tasks are the tasks of this project (a mention becomes a clickable link, with no notification). You can reply one level deep, paste images into a comment, edit your own comments, and delete a comment while it has no replies.

Add, remove, and change the role of the people on this project (managers and standard members). See Managing members for details.

Upload files by clicking Add file, dragging them onto the panel, or pasting from the clipboard. Each file shows its type, name, size, uploader, and date. Images open in a preview; other files download on click. The uploader, an organization admin, or a project manager can remove a file.

A history of what changed on the project itself — creation, field edits, status moves, member changes, and attachments added or removed. Comments are not shown here; they live in the Comments tab.

Completing, reopening, and deleting

Open the ⋯ menu in the project panel header:

Mark as completed sets the status to Completed and records the finish date.
Reopen project returns a completed project to In progress.
Delete project permanently removes the project after a confirmation prompt. Deleting a project does not delete its tasks — they simply lose their project link.

What closing a project locks

Completed and Cancelled are closed statuses. A closed project is outside the billing cycle, so the app stops new work from being attached to it:

It no longer appears in the project picker when you set a task's project — neither in the task panel nor in the board's right-click Change project menu.
Time can no longer be logged on any task of that project, including tasks that were already linked before it closed. Manual entries and timers are both refused, and so is editing an existing entry's hours.

What still works: deleting an entry logged against a closed project (that's how you clean up hours that shouldn't be there), stopping a timer that was already running when the project closed, unlinking the project from a task, and viewing everything as before. Reopening the project lifts the lock.

Closing a project while its tasks are still being worked on will stop the team from logging their hours. Close it when the work is genuinely done — or reopen it if hours still need to land.

Permissions

Role	View	Create	Edit fields	Manage members	Delete
Organization owner / admin	All projects	✅	✅	✅	✅
Project manager	Their projects	❌	✅	✅	❌
Standard member	Their projects	❌	Read-only	❌	❌

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