A project is a piece of work your team is doing, such as a refit, an event or an office move. It has a lead, a team, dates and milestones, and the people on it post updates saying how it is going. Projects lists them all, so you can see at a glance which are on track and which need attention.
Beta
Projects are rolling out gradually, so your workspace may not have them yet. If Projects is
missing from the sidebar, or opening it says You don’t have access, ask an administrator to
check your role, then ask us to turn projects on.
Start here
Or ask Begin AI (Cmd / Ctrl + J):Which projects are at risk?
Where projects live
Open Projects under Manage in the sidebar. Open lists projects in Backlog, Planned, In progress or Paused, and Closed lists Completed and Cancelled ones, each in a section per status. A row shows the project’s , its priority, its lead and its target date. Display groups the list by priority instead, or orders it by target date. A project’s page has five tabs. The Overview holds the summary, the latest update, the description and the milestones, with a panel at the right of the page for its Properties, its Progress and its recent Activity. Updates carries the updates and every change. Schedule, Timesheet and Reports hold the work tagged with the project and the reports kept with it. The star and the three-dot menu sit at the right of the bar. A person’s profile has a Projects tab too, listing the projects they lead and the ones they work on.Who sees projects
Toggles on the Projects row of a role decide it, in Settings → Permissions:
Administrator, Manager and Employee have all of them, so by default everyone in your workspace can open, edit and post on every project. A role reaches every project or none: there are no private projects.
What do the switches in Settings → Projects change?
What do the switches in Settings → Projects change?
They choose whether people can pick a project on time entries, including when clocking in, and
on shifts. Both start off, and only a role with Projects settings can change them. While one
is off, that role still sees the project’s Timesheet or Schedule tab, saying projects
are off, with Open project settings. Everyone else does not see the tab.
Why is someone missing from a project's team?
Why is someone missing from a project's team?
You see only the people your role can see. Someone outside your role’s Who can they see? is
left off the lead and team you are shown, and from the people you can add.
Next
Creating projects
Start a project with its lead, team and target date.
Posting project updates
Say how a project is going, and talk it through.
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