Guides

Tips & Features

Cross-cutting features like @mentions, connections, reactions, and real-time updates.

@Mentions

Anywhere you see a rich text editor (task descriptions, comments, chat messages, documents), type @ to mention:

  • Users — Notifies the mentioned person.
  • Tasks — Creates a clickable link to the task (e.g., @PROJ-123).
  • Documents — Creates a link to the document.
  • Goals — Creates a link to the goal.

Clicking any mention navigates you to the referenced entity.

Connections

Tasks, documents, and goals automatically track cross-references. The Connections tab on any entity shows:

  • References — Entities that this item mentions.
  • Referenced by — Other entities that mention this item.

Emoji reactions

Add emoji reactions to chat messages and task comments. Click an existing reaction to toggle your own.

File attachments

Upload files to tasks via the Task Detail Sheet. Supported actions:

  • Upload via drag-and-drop or file picker.
  • Download attached files.
  • Remove attachments.

Real-time updates

Projectyl uses a polling architecture to keep your data fresh:

  • Global polling (60s) — Activity summaries and unread counts.
  • Active view polling (20s) — Data for the page you're currently viewing.
  • Chat polling (3–5s) — Messages in the active chat channel.
  • Polling pauses when the browser tab is hidden and resumes when you return.

Task update dot

A green dot on task cards indicates unseen changes or new comments since you last viewed the task.

Deadline color coding

Task due dates are color-coded by urgency:

  • Red — Overdue.
  • Orange/Yellow — Due soon.
  • Default — No urgency.

Keyboard shortcuts

A command palette is available for quick navigation and search. Access it via keyboard shortcut.

Copyright © 2026