Projects

Organize work, tasks, time, and billing for a client

Projects are containers for related work. Each one holds tasks, tracks time and budget, links to a client account, and can be staffed by your team, guests, and AI agents.

Creating a Project

1. Click New Project.
2. Give it a name. Use Generate Description if you want AI to draft one.
3. Start blank or pick a template to preload tasks.
4. Optionally set an account, billing type, budget, tags, and a task ID prefix.
5. Create the project, then add team members from its settings.

Project Fields

• Name - The project title
• Description - Overview and objectives, with an AI draft option
• Account - The client this project is for
• Stage - Where the project sits (see below)
• Health - Good, At Risk, Critical, or Not Set
• Billing type - Time, Fixed Fee, or Non-Billable
• Budget - A cap in hours or fees, optionally resetting monthly
• Default view - Whether tasks open as a board or a list
• Tags - Labels for filtering
• Task ID prefix - The prefix used for this project's task IDs

Projects don't have their own start or due dates (those live on tasks), and there are no dependencies, milestones, or Gantt view.

Stages

Projects move through five stages, editable inline from the list:

• Planning - Being scoped
• Active - In progress
• Review - Wrapping up or under review
• Completed - Finished
• Archived - Closed out and hidden from active views

Views

The projects page offers three layouts, and archived projects are hidden by default:

• List - A table with columns for stage, health, account, progress, budget, time logged, owner, and more
• Board - Cards grouped by stage
• Cards - A visual grid

Filter by stage, health, account, owner, name, or tags; sort by recently updated, created, or name; and save your setup as a view.

Inside a Project

Open a project to find tabs for:

• Overview - Progress, recent activity, due-soon counts, and budget burn
• Tasks - The project's tasks as a board, list, or compact view (see Tasks)
• Docs - Documents linked to the project
• Activity - A timeline of changes, comments, and time entries
• Insights - AI summaries from Company Intelligence

Working With Projects

Set billing and budget

Choose a billing type: Time (with a billable rate), Fixed Fee (a set project fee), or Non-Billable. Add a budget in hours or fees, and turn on a monthly reset for retainers. The Overview tab tracks burn against the budget.

Add team members and guests

From a saved project, open its team settings to add members with a role (owner, admin, or member) and a permission level (edit, comment, or view). Guests get scoped access, and per-project toggles control whether they see time, budget, and custom fields.

Track stage and health

Set the stage as work progresses and the health flag (Good, At Risk, Critical) to signal status at a glance. Both are editable inline from the projects list.

Use templates

Start a project from a template to preload its tasks, or save an existing project as a template to reuse its structure.

Bulk & Row Actions

Select projects to Archive or Delete them in bulk. A single project can be edited, archived, deleted, or saved as a template from its menu.

Plan Limits

The Solo plan caps the number of projects; Team and Enterprise are unlimited. See the pricing page.