Projects overview
Projects (/projects) manages delivery work—milestones, tasks, Gantt timelines, files, discussions, and notes—alongside CRM contacts. Use Projects when work spans weeks, multiple teammates, and tangible deliverables rather than a single deal stage change.
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Who can do this
Users with the Projects module enabled and view permission. Create and admin actions require elevated project permissions.
Before you begin
- Projects module enabled in Workspace modules and resources
- At least one CRM contact or organization to link when the project serves a client
What you'll accomplish
- Understanding of the project list filters and workspace tabs
- Path to Create and manage a project
- Ability to open a project workspace and navigate its tabs
Step-by-step procedure
Open Projects
- Sidebar → Work or CRM area → Projects → All Projects (
/projects). - The list shows project name, status, dates, owner, and progress indicators when configured.
- Use list vs card view toggles when the toolbar exposes them—preference persists per user on some workspaces.
Filter and sort the list
- Filter by status buckets such as Not started, In progress, Finished, or On hold when those filters appear in the toolbar.
- Search by project name or client.
- Open a row to enter the project workspace.
- Combine filters with owner when managing a portfolio across account managers.
Project workspace tabs
Inside a project (/projects/:projectId), primary tabs include:
| Tab | Purpose |
|---|---|
| Overview | Summary, key dates, members, recent activity |
| Milestones | Kanban-style milestone columns and cards |
| Tasks | Task lists linked to the project |
| Gantt | Timeline view of tasks and dependencies |
| Files | Deliverable uploads and shared documents |
| Discussions | Threaded project conversation |
| Notes | Internal project notes |
| Activity | Audit-style feed of changes |
Some workspaces also expose Social tabs when marketing delivery is tied to the project record. Tab order may vary by template but Overview remains the default landing tab after create.
Link to CRM
- Associate the project with a primary contact or company when the create/edit form offers CRM linking.
- Jump to the contact record for comms history while keeping delivery artifacts in Files and Milestones.
- Coordinate with Deals when the project represents post-sale implementation revenue.
- Log client check-ins on the contact timeline even when task updates live in Discussions—executives often search CRM first.
Verify your work
- Project list loads for your role without module errors
- Opening a project shows Overview and sibling tabs in the tab bar
- Milestones and Tasks tabs render without empty permission states when data exists
Tips
Mirror client contractual phases in Milestones so Gantt dates align with billing milestones.
Troubleshooting
| Module missing | Enable Projects in workspace modules settings | | Empty list | Create and manage a project | | Tab missing | Feature flag or template—confirm with Admin | | Cannot open Files | Storage or permission limit—check with Admin |