Projects
Plan projects with budgets, dates, members and milestones. Follow progress on a timeline or Gantt chart, see the time your team tracked and its approximate cost, and plan launches on a campaign calendar.
Projects overview
Admins open Projects in the sidebar. Tiles at the top show total projects, how many are in progress and completed, and the total number of milestones.
- Tabs filter by status: All, In Progress, Completed and Paused.
- Search by name, use the filter button to show projects starting within a date range, and sort by title (A – Z, Z – A or random).
- Each card shows the status, description, progress, start and end dates, milestone count, budget and members. Click a card to open the project.
Create a project
Click + Create project.
| Field | Notes |
|---|---|
| Project title | Required, 2–255 characters. |
| Budget & currency | Optional. Each project has its own currency, which defaults to your company currency. |
| Status | In Progress, Completed, Paused or Cancelled. |
| Start date / End date | Start date is required; the end date must be after it. |
| Assign members | Pick the people working on the project. |
| Description | Rich text with headings, lists, links and code blocks. |
Project overview
Opening a project shows its name and status, an + Add Milestone button, and five tabs: Overview, Timeline, List, Gantt Chart and Campaign Calendar.
- Project health compares tickets resolved and milestones completed, and shows “Project is on track” or “Needs attention”.
- Milestone progress, billing per milestone (approximate cost from tracked time), time tracked over time and team hours for the period.
- A table of the project's tickets with time tracked and approximate bill, sortable by tracked time, bill or due date.
Approximate billing is worked out from tracked time and your pay settings, not from the project budget. If an exchange rate is missing, the page tells you which amounts couldn't be converted.
Timeline
The Timeline shows each milestone as a bar coloured by status — In Progress Completed Paused Canceled.
- Zoom between Days, Weeks, Months (the default), Quarters, Half Year and Full Year. Click the year chip to type a year or range such as “2024” or “2023-2025”, and press Today to jump back.
- Double-click an empty spot to create a milestone. Drag a bar to move it, or drag its ends to change the dates.
- Double-click a bar to rename it, or right-click for Rename, Status and Delete.
- With a bar selected: ←/→ moves it, Alt + arrows change the end date, Enter renames and Delete deletes it.
List
The List tab shows milestones as rows with their start date, end date, budget and status. Search with Search milestones…, and edit or delete any row.
Gantt chart
The Gantt chart lists milestones with their status and budget next to bars across the calendar, coloured by status, with a line for today. Drag the column edges to resize the milestone, status and budget columns. It uses the same year range as the Timeline tab.
Campaign calendar
The Campaign Calendar is a month calendar for planning marketing and delivery work around the project — separate from milestones. Click + Add on a day to write a campaign item — a short note for a campaign, launch, review or piece of content — with optional links. Click an item to see its details, edit it or delete it.
Milestones
Click + Add Milestone on the project page (or double-click the Timeline).
| Field | Notes |
|---|---|
| Title | Required. |
| Amount | The milestone's value, in the project's currency. |
| Status | In Progress, Completed, Paused or Canceled. |
| Start Date / End Date | Both required. |
| Description | Optional. |
Milestones can be billed to a client from the invoice editor (Add from… → Project milestone), and issues on your boards can be linked to a project milestone. See the Client Invoices guide.
Members
Open a project's editor and go to Members. Currently assigned lists each member with their access group. Click people to add or remove them, then press Update project to save.
Projects, milestones and real tracked time
See progress, team hours and approximate cost for every project, side by side with your boards.