Projects

In simple words

Projects is part of Projects. All projects with status, owner and dates. This guide takes you through it in 8 short steps.

Where it fits in your work — Plan. Create the project with milestones, tasks, owners and dates on a board and timeline.

Before you start

• You need to be signed in to your company's workspace. Projects appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Projects belongs to Delivery in Projects. All projects with status, owner and dates.

Step by step

1. 1

   Step 1

   Open Projects

   Sign in and open the Projects panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Projects”

   In the left menu, click “Projects”. The “Projects” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Name or code”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
   • Priority
   • Client
   • Manager
   • Category
5. 5

   Step 5

   Read the list

   Each row shows:

   • Code
   • Project
   • Client
   • Manager
   • Priority
   • Status
   • Health
   • Progress
   • Due
   • Billing PDFs
6. 6

   Step 6

   Add a new one

   Click “New Project” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Export CSV
   • Code
   • Project
   • Progress
   • Due
   • Invoice
   • Receipt
8. 8

   Step 8

   Done

   All projects with status, owner and dates.

Tips

• You can use more than one filter together (Status, Priority, Client) to see exactly the records you want.
• The search box accepts: Name or code. Start typing and the list narrows down.
• Use “Export CSV” to download what you see, for example to share it or keep a copy.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Projects → Open “Projects” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Projects start from clients won in the CRM.

• Finance

  Milestone billing and project profitability.

• Team Chat

  A discussion channel for each project.

• Client & Student Portal

  Clients see progress in their portal.

What you will see on this screen

These are the parts of the Projects screen, exactly as they appear in the product.

Why use Projects

Projects replaces project management software, on the same login and the same data.

• Clear ownership of every task and deadline
• Know a project's profitability before it ends
• Time, cost and milestones in one place
• Milestones can raise the invoice automatically

Who uses Projects

• Project managers

  Plan, assign, track and bill delivery.

• Team members

  Work from their own task list and log time.

• Account managers

  Keep the client relationship and project history together.

• Leadership

  See portfolio health, utilisation and profitability.

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