Getting Started

Projects

Organise your work with projects in Projectyl.

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

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.
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