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Projects

Organise your work with projects in Projectyl.

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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.

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.

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 cards with 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.

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.

Configure project settings

Click Settings in the project’s sidebar section or navigate to the project settings page. Four tabs are available:

General

Members

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

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.

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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