Projects

Plan and deliver client work — projects organize tasks, files, time, and people, on a board your whole team works from.

  1. 01Projects overview

    Plan and deliver client work — projects organize tasks, files, time, and people, on a board your whole team works from.

    Updated October 9, 2026 · 2 min read
  2. 02The project record

    Everything a project holds — its overview and stats, files, links, notes, resourcing, time, rates, and audit trail, plus who's on the team.

    Updated October 9, 2026 · 4 min read
  3. 03The task engine

    The board, buckets, and task panel at the heart of Projects and Planners — checklists, comments, files, dependencies, subtasks, reviews, and recurrence.

    Updated October 5, 2026 · 6 min read
  4. 04Phases

    Organize a project into stages — each with dates, a status, and progress rolled up from its tasks.

    Updated October 9, 2026 · 3 min read
  5. 05Project portfolio

    See every live project's phase, hours burn, next milestone and reviews in one list, filter by health, and put the same view on a dashboard.

    Updated October 9, 2026 · 3 min read
  6. 06Stakeholders

    List the client's people on a project — sponsor, technical lead, billing contact — with their roles.

    Updated October 9, 2026 · 2 min read
  7. 07Status reports

    Write a status report for a project's client, publish a client copy that can't change, and keep an internal copy for your team.

    Updated October 9, 2026 · 4 min read
  8. 08Project templates

    Build a template like a project — lanes, phases, tasks on Day N, people or roles, a team, repeating tasks and rates — then start new projects from it with real dates and people.

    Updated October 9, 2026 · 4 min read
  9. 09Git links

    Connect tasks to the code that delivers them — link pull requests and branches so a task's status tracks the work in your repository.

    Updated August 13, 2026 · 1 min read
  10. 10Client-portal visibility

    Share exactly the right project work with clients — specific tasks, comments, and files — while everything else stays internal.

    Updated August 13, 2026 · 1 min read
  11. 11Project and task workflows

    Let projects and tasks look after themselves — warn the owner at 80% of the hours budget, nudge a project that has gone quiet, tag or assign tasks when they change. Test every rule safely and review every run.

    Updated October 10, 2026 · 7 min read
  12. 12Project settings

    Configure the project statuses and task taxonomy — statuses, types, tags, and the task statuses, priorities, and tags your boards use.

    Updated October 9, 2026 · 3 min read

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