Projects
Track project work from planning to delivery with funding, targets, work items, and a kanban board.
#The projects list
The Projects page shows every project in your workspace. The filter tabs (All, Ongoing, Closed) narrow the view, and summary cards above the table surface the counts that matter: Active, Completed, Total, and Revenue.
Columns in the list table:
- Project name
- Client — linked to the Clients record
- Status (Active / Closed) and Priority badges
- Type — Ongoing or Closed
- Start date / Due date
- Budget
#Create a project
New Project opens a single modal (not a drawer) with all fields on a Details tab.
| Field | Type | Description |
|---|---|---|
| name* | text | The project name as it appears in lists and on the detail page. |
| description | textarea | Short scope summary shown on the overview. |
| projectType | dropdown | Ongoing (indefinite) or Closed (has a planned end date). |
| priority | dropdown | Low, Medium, or High. Used for sorting and card colors on the board. |
| clientId | combobox (searchable) | Links the project to a client. The combobox searches your full client list. |
| ownerUserId | combobox (users) | The project manager. Pulled from workspace users. |
| plannedStartDate | date | When the project starts. |
| plannedEndDate | date | Target completion date. Drives the “days remaining” countdown on the detail page. |
| plannedBudget | number | Budget in your workspace currency. Displayed on the overview. |
| tags | multi-input | Free-form tags for grouping (e.g. Q2, website, strategic). |
#The project detail view
Clicking a project opens a header with the name, status/priority/type badges, client link, a Days remaining countdown, and two action buttons: Edit and Open Board. Below the header sit the tabs.
- Overview — info cards and description.
- Funding — funding entries with source, amount, and status.
- Targets — milestones and deliverables.
- Work Items — the backing list for the kanban board.
- Documents — the shared document manager.
- Invoices and Contracts — any invoices or contracts linked to this project.
#Kanban board
Open Board (or the /projects/:id/board URL) switches to the board view. By default, every project gets a single board called Main Board with four stages:
- To Do — not started
- In Progress — currently being worked
- Review — awaiting review or sign-off
- Done — complete
Drag cards between stages with your mouse. Each stage shows a WIP indicator — the count of items currently sitting there. Use the Add Work Item button inside any stage to create a card directly in that column.
#Work items
A work item is the kanban card. When you create one from the board or from the Work Items tab, you capture:
| Field | Type | Description |
|---|---|---|
| title* | text | Short summary shown on the card. |
| type | dropdown | Task, Bug, or Feature. |
| assigneeId | combobox | A workspace user to own the item. |
| priority | dropdown | Low / Medium / High — drives card styling. |
| status | dropdown | Mirrors the stage but can be set directly in the modal. |
| description | textarea | Details, acceptance criteria, links. |
#Targets & milestones
The Targets tab is where you track the big, client-visible milestones of a project — separate from the day-to-day work items. Each target has:
- Name and type — Milestone (date-based) or Deliverable (handoff-based).
- Status — Planned, In Progress, or Done.
- Start and due dates.
Targets marked as visible to the client are what shows up on the client’s portal under “Upcoming milestones”.
#Project funding
The Funding tab logs committed funding against a project — retainer payments, grants, stage gates, etc. Each entry captures a source, amount, and status (Planned / Received / Cancelled). It’s an audit trail, not a billing tool: invoices and payments still live under their own tabs.