Projects

Projects live inside a workspace and organize your tasks, documents, goals, and chat channels around a specific area of work.

Create a project

Admins and Owners can create new projects by clicking the + button in the sidebar's Projects section. 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.
• Description (optional, up to 5,000 characters)
• Icon (emoji)

Project dashboard

Click a project in the sidebar to see its dashboard. The dashboard shows:

• Project name, description, icon, and member count.
• Navigation cards for the four main sections: Tasks, Goals, Docs, and Chat.
• Each card displays a summary count (e.g., total tasks, overdue tasks, document count).

Configure project settings

Click the settings gear on the project dashboard or navigate to the project settings page. Four tabs are available:

General

• Update project name, description, icon, and cover image.

Members

• Add workspace members to the project.
• Change member roles (Admin or Member).
• Remove members from the project.

Labels

• Create, edit, and delete labels used for tasks and documents.
• Each label has a name, color, and optional description.

Danger Zone

• Archive the project (can be restored by admins).
• Delete the project permanently.