Projects

Purpose

Projects is for initiatives that need a shared board: you get a sortable list of projects, and each project opens into columns and cards. Progress on the list reflects how many cards are marked complete.

When you create a project you can pick a template so the first columns match a common flow, or start blank and shape the board yourself.

Projects list

Open Projects from Home on the dashboard. Use search to match names and descriptions, and Filter to narrow by status or team member—active choices show as badges you can click to clear.

The table shows name, status, progress, due date, and actions. Click a row or edit to open that project’s board. If your role allows editing, change status from the status control in the row; otherwise status is view-only.

Create project opens Choose a template: Simple Project, Marketing Campaign, Agile, or Start from Scratch. You are taken to the board right away while the workspace finishes preparing it.

Delete removes a project after you confirm. Some roles can only delete projects they created.

For long lists, use rows per page and the paging controls at the bottom of the table.

Project header and board layout

At the top of the board, edit the title and short description; changes save when you leave each field. Set the due date, choose people on the project, and optionally pick a background image for the board.

Back returns to the main projects list. If you opened the board from hiring, the same control may take you back to Team instead—follow it when you are done in that flow.

Add board adds a new column to the right. With edit access, you can drag column headers sideways to reorder stages.

Cards and columns

Each column is a stage. Click the column title to rename it. The column menu lets you remove a column; if it still holds cards, you will see what is inside before you confirm.

Use Add card for a quick title in the column, or open a card to add a full description, start and due date and time, assignees, and an activity history. Drag cards between columns to change stage. Mark a card complete with the checkbox when that fits your workflow—doing so feeds the project progress on the list.

View-only teammates can look at the board; actions that change data stay disabled until someone with edit access makes the update.

Related areas

Use Brain for strategy, Today for lighter follow-ups, Statistics for numbers, and Team when hiring-style boards tie recruiting steps to this layout.