A project’s Overview holds its plan. Properties, in the grey panel at the right of the page, keeps its status, people, dates and budget, and Milestones mark the steps on the way to its target date. Every change saves as you make it. Activity, further down the same panel, shows the latest changes, and See all opens the full record on the Updates tab.
Beta
Projects are rolling out gradually, so your workspace may not have them yet. If Projects is
missing from the sidebar, ask us to turn them on.
Keep the properties current
Change a property where it sits, in Properties on the Overview: a row per property. On a computer it heads the panel at the right of the page, which scrolls on its own. On a narrow screen the tab is one column: the project’s name and summary first, then the panel from Properties down, then the rest. A property not set yet shows its name, such as Lead.
The name and summary at the top of the Overview and the Description further down are edited in place too. Click the icon above the name to pick another icon and colour; they are kept when the picker closes. Press Enter or click away to keep a new name; Esc, or a name left empty, puts the old one back. To format the description, select text, or type
/ to add a heading, a list or a table. Several people can write in it at once.
You do not have to announce a change: the next update lists what moved since the last one.
Set a budget
Budget is the hours you expect the project to take. Type the figure, such as160, and press Enter or click away; Esc puts the old figure back. Once shifts and time entries carry the project, Progress sets the hours worked and scheduled against it (Seeing work by project).
Mark the way with milestones
Under Milestones, choose Add milestone and type its name. Set target date gives it a date, and Add a description… under the name a line about it. Press Enter to keep it, or Esc to drop it. Tick a milestone’s box when it is done. The first one not done carries Next, and the Projects page shows it with its date under the project’s name. A milestone’s three-dot menu has Edit, which opens it in place, and Delete. Move up and Move down in the same menu change their order, which also decides which one is Next. Right-click a milestone, or press and hold it on a phone, for the same menu. A deleted milestone cannot be brought back, though updates that mention it keep its name. Shifts and time entries can carry a milestone too: see Tagging work with projects.Link the clients it is for
With clients turned on in your workspace, Clients in Properties links the clients the work is for. The project then appears on each client’s Projects tab, with its health, status and target date, so whoever opens the client sees the work in flight.Next
Posting project updates
Report progress, and let the update list what changed.
Closing and deleting projects
Finish a project, or remove one that should not be there.
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