Overview
This is the project management section, where you can add projects and tasks to later delegate them to your team and follow their progress.
The projects section is divided into 3 areas:
Sidebar: navigate between your tasks, your projects and your team's tasks.
Main Pane: displays tasks according to the option selected in the sidebar.
Task Detail Pane: displays the details of the task you selected in the Main Pane.
Sidebar
My tasks : displays all the tasks currently assigned to you.
Project list control :
All: displays all of your company's active projects. You can modify the order with drag and drop. The new order will apply to everybody.
Favorites: will show only the projects that have been marked as favorites. Drag and drop to order it. This order will only apply to you.
By Client: displays your projects, sorted by clients in alphabetical order.
Archived: displays your archived projects
Collapse Archived: hides your archived projects.
Team: displays tasks by team members.
Create and edit a project
Roles: all roles | Free Feature
How to add a new project:
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A pop-up will appear, where you can enter the project details:
Project name: Choose a name to identify your project.
Public Project: If turned on, every user in the account will have access to it. If you want to make it private or visible only to some users, set Permissions.
Set Permissions: If chosen, the project will become Private. Private projects can be seen and edited by users with Admin and Project Manager roles, and by coworkers that have been granted access or have been assigned tasks within the project.
Estimated time: the amount of hours required to complete this project.
Due date: the date by when the project should be completed.
If Rates & Costs is enabled, you'll also be able to add:
By the hour: If you get paid by the hour for a project, you can enter your hourly rate in this field.
Fixed Price: Choose this billing parameter to set up a fixed price for the project that will be billed to your client.
Optional fields:
Client: Assign a client to your project by clicking on the "Client" field. You can assign only one client per project.
Custom Fields: add extra details to your projects.
⚠️ Project names are unique when associated to the same client, so that you can tell them apart.
💡 If you work for multiple clients within a project, a workaround would be to duplicate the project and assign the copy to another client.
Learn more about Rates & Costs.
Learn more about Custom Fields.
Duplicate a project
Roles: All roles | Free Feature
If you often work on similar projects, you can easily duplicate an existing project.
How to duplicate a project:
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You will be able to duplicate tasks and keep project assignees and permissions!
📝 There's no direct way of merging projects, but you can easily edit and move tasks in batch, to another project. Read more about it here.
Archive a project
Roles: All roles | Free Feature
You can archive a finished project to get it out of your way. When doing so, all project details, including its tasks, will remain in your workspace.
How to archive a project:
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📝 When archiving a project, all active tasks will be automatically
marked as done.
⚠️ You can re-activate projects anytime.
Archive projects in batch
Roles: Admin, Project Manager | Paid Feature
If you need to archive more than one project, then you can archive projects in batch.
How to archive projects in batch:
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Delete a project
Roles: All roles | Free Feature
How to delete a project:
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⚠️ Please, keep in mind that when deleting a project, all its task lists, tasks and time entries will also be deleted.
Restore deleted projects
Roles: Admin | Free Feature
If a project is accidentally deleted from your workspace, you can easily recover all its data, by restoring it from your Trash folder. The Trash can only be accessed by administrators. Team members with other roles won’t be able to view or restore deleted projects.
How to recover a deleted project:
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📝 To permanently delete a project, click on the bin icon!
Project Permissions
Roles: Admin | Paid Feature
Grant your employees access to different projects.
How to assign project permissions:
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📝 You can grant and revoke project access to a specific user anytime.
Mark a project as Favorite
Roles: All roles | Free Feature
If you are constantly switching between projects, you can choose to add your most important ones, to your Favorites.
How to add a project to Favorites:
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💡Filter your projects by Favorites to easily find them!
You will be able to easily visualize these projects in the upper section of your Projects Report as well.
How to remove a project from Favorites:
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No Project
The "No Project" project reunites all tasks inside the workspace with no project assignation.
It cannot be deleted, but if you assign all tasks within the workspace, to a named project, then it will no longer appear in your project's list!
💡You can set up Tracking Policies to make sure all tasks created within the workspace are always assigned to a project.
Project Views
Roles: All roles | Free Feature
List: shows tasks in a task list, along with their details.
Board: displays tasks as cards, in columns.
Timeline: organizes tasks in a timeline view.
Notes: shows briefs, overviews, and notes that have been added to the project.
Files: displays all attachments associated with the project, tasks and comments.
Roles: Admin | Paid Feature
Report: summarizes the project's logged hours.