How the project list works

What a project is

A project is a piece of work with its own people, tasks and time: a website for a customer, a yearly audit, an office move. It has a customer, or none for in-house work, a leader, members, task lists with their tasks, and the time the team logs on it.

Open Projects in the menu of Projects. To start a new one, see Create a project.

What you see in the list

Each line shows:

• Project: its name and its customer, or In-house. Click it to open the project.
• Stage: where the project stands. You choose the stages in the project settings. See Set up stages, categories, job types and labels.
• Category: the kind of project.
• Leader and Members.
• Tasks: how many of its tasks are done.
• Last activity.

Switch View to Grid to see the projects as cards.

Star the projects you follow

Click a project’s star to put it in Starred, at the top of the list. The others are under Other projects. Stars are personal: your colleagues don’t see yours.

Filter, search and sort

• Status: Active, Completed or Templates. The list opens on the active projects.
• Customer, Stage, Category and Member.
• The search box finds a project by its name or by its customer’s name.
• Sort by: Name (A–Z), Recent activity or Newest first.

A project’s actions

Click the actions button (⋮) on a project’s line:

• Edit: change its details.
• Complete: the work is finished. The project moves to Completed, and Reopen brings it back.
• Duplicate: a new project with the same task lists, open tasks, members and rates.
• Save as template: a model for your next projects. See Use project templates.
• Move to trash: the project goes to the Trash with its task lists and tasks.

You only see the actions you are allowed to use. See Who can see and change projects.

Common questions