Projects
Projects live inside a workspace and organise your tasks, documents, targets, and chat channels around a specific area of work. Each project is self-contained — its own tasks, its own docs, its own chat channels.
1 Create a project
Admins and Owners can create new projects by clicking the New project button at the bottom of the sidebar. You'll need to provide:
- Project Name (required, up to 255 characters)
- Project Identifier (e.g. "PROJ") — used for task IDs like
PROJ-123. Uppercase letters and numbers only, up to 10 characters. Set at creation and cannot be changed, so choose carefully. - Description (optional, up to 5,000 characters)
- Icon (emoji) — displayed next to the project name in the sidebar.
2 Project dashboard
Each project has a dashboard that gives you a bird's-eye view of the project's current state. Access it by clicking the project icon at the top of any view panel when you're inside a project.
The dashboard shows:
- Project name, description, icon, and member count.
- Four navigation cardswith live summary stats:
- Tasks — Total task count and number of overdue tasks.
- Targets — Total targets and how many are active.
- Documents — Total document count.
- Chat — Number of channels.
- Activity & Statistics — Project activity feed and burndown charts (coming soon).
Click any card to jump directly to that section.
When to use the dashboard: It's designed as a project manager's overview — a quick pulse check on where things stand without diving into individual views. Useful in standups or when context-switching between projects.
3 Sidebar navigation
Once you've opened a project, its sections appear in the sidebar:
- Targets — Track larger objectives.
- Tasks — All task views (Kanban, List, Table, Gantt) plus saved views.
- Chat — Project channels for team communication.
- Docs — Documents and drawings organised in folders.
- Settings — Project configuration.
You can star/favourite a project by clicking the star icon next to its name in the sidebar to pin it for quick access.
4 Configure project settings
Click Settings in the project's sidebar section or navigate to the project settings page. Four tabs are available:
4.1 General
- Update project name, description, and icon.
- Set a Preferred Repository — pre-selects this GitHub repository when creating branches from tasks. See GitHub — Setting a Preferred Repository.
4.2 Members
- Add workspace members to the project.
- Change member roles (Admin or Member) at the project level.
- Remove members from the project.
4.3 Labels
- Create, edit, and delete labels used for categorising tasks and documents.
- Each label has a name, colour, and optional description.
- Labels are project-scoped — each project manages its own set.
4.4 Danger Zone
- Archive the project (can be restored by admins).
- Delete the project permanently — removes all tasks, documents, targets, and chat history.