Projects

Projects organize related tasks without changing their assignment or workflow.

Manage projects

Managers and administrators can create projects, set an owner, add members, choose dates, status and priority, and edit project details. Search, status filters, sorting and paging help find projects.

Open a project to see its description, dates and task progress, or choose Open project tasks to see its tasks. Employees see projects they own, belong to, or have an assigned task in. Their task totals and progress cover only tasks they can see. Administrators can configure Projects access in Configuration.

Link tasks

Use Project in New task or Edit task to search for and select an accessible project. Choose No project to clear the relationship. Existing tasks can remain unassigned. The Tasks list includes the project name and a Project filter; task details link back to the project.

Archive and delete

Archiving preserves linked tasks and their statuses. Existing linked tasks remain editable; archived projects cannot receive new task assignments. Use Edit project to reactivate a project. Deletion is allowed only when no tasks reference it; otherwise archive it instead.