Projects

Create projects for your clients, track their progress, and find everything about a client engagement in one place.

A project holds everything for one piece of client work: its stages and tasks, messages, files, portal pages, members, and automations. This page explains how projects are organized and how to create, find, and remove them.

How projects work

• Every project belongs to your workspace and has an owner from your team and, optionally, a primary contact on the client side.
• A project’s status is Active, On hold, Completed, or Archived.
• Inside a project, the tabs are Tasks, Messages, Files, Members, Pages (the pages your client sees in the portal), Workflows, and Settings.
• There is no separate overview page: a project opens on its Tasks tab.
• Under the project name, a one-line summary shows the share of tasks completed, which stage the project is in (for example “Stage 2 of 4 · Design”), how many tasks are waiting on the client or need review, how many are overdue, and the next due date.
• Activity, at the end of the summary line, opens the project’s activity history in a side panel.
• Preview Portal, at the top right, opens the project in the client portal, read-only, as your client would see it, even before you invite them. With several clients it reads Preview as… so you can pick one. See Client Portal.
• Clients only see a project in their portal once they are a member of it with portal access. See Members.

How to create a project

1. Open Projects in the sidebar and click New project.
2. If your workspace has templates, choose one under Template, or leave Blank project selected. A template copies its stages, tasks, pages, folders, and workflows into the new project. See Project Templates.
3. Enter a Name and choose the Project owner.
4. Optionally pick a Primary contact.
5. Click Add project.

After the project is created, open its Settings tab to add a description, dates, a status, or a time zone. See Project Settings.

How to find projects

The Projects page lists every project with its client, status, progress, what needs attention, and last activity.

• Progress shows the share of tasks completed, with the current stage beneath it, such as Discovery · 2 of 4. Hover the bar to see the task count.
• Attention shows up to two of these, most urgent first: tasks that are overdue, tasks waiting for your review, and tasks waiting on the client. It shows — when nothing needs attention. Hover it to see all of them. These are the same counts as the summary at the top of a project.
• Last activity shows when something last happened on the project, such as a task update, a message from your team, or a signed contract.

To find a project:

• Use the search box to find a project by name.
• Filter by status, and use Sort by and Direction to change the order.
• Use Display to sort by Last activity, and to show or hide columns. Owner, Primary contact, and Created are hidden at first.

How to delete projects

1. On the Projects page, select one or more projects with the checkboxes.
2. Click Delete in the bar at the bottom of the page and confirm.

You can also delete a single project from the Danger zone in its Settings tab. Deleting a project permanently removes it and all of its data, and it can’t be undone.