Projects
Plan and deliver client work — projects organize tasks, files, time, and people, on a board your whole team works from.
- 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 - 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 - 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 - 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 - 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 - 06Stakeholders
List the client's people on a project — sponsor, technical lead, billing contact — with their roles.
Updated October 9, 2026 · 2 min read - 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 - 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 - 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 - 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 - 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 - 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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