How a project's detail page works

Opening a project from the Projects list opens its detail page, with several tabs. Not all of them are always available — it depends on what your account has configured.

General information

From the detail page itself you can edit (some fields only appear if your account has them set up):

• The project's name.
• Status and Type.
• Depends on — the parent project or service, if this project is actually a subproject of another one.
• Date — can be a single date, a range, or left without a date.
• Company — the linked company or client.
• Assignee — the main person in charge.
• Other participants — the rest of the people involved, added and removed as chips.

Tabs

The tabs on the detail page are icons; hover over one to see its name. Content and Task list are always there; the rest only appear if your account has what they need set up.

• Content — a free-form notes space about the project (briefing, context, decisions...).
• Task list, Task kanban, Completed tasks and Calendar — this project's tasks in different views (the same engine as the general Tasks section, just scoped to this project). You can create a new task directly from here, already linked.
• Meetings — the meetings from your Agenda that are linked to this project.
• Received messages and Sent messages — the Inbox messages linked to the project.
• Documents — the documents linked to this project.
• Notes — the linked notes.
• Attachments — files you can upload, rename or remove.
• Subprojects — if this project has "child" projects underneath it.
• Contacts — the linked CRM contacts.

Recording tasks by voice from a project

A project's detail page has a button to record tasks by voice — the Kairos assistant creates them already linked to that project, without you having to assign them by hand afterwards. While they're being processed you'll see a "processing" indicator on the page itself.

A tip

If you're looking for all the tasks of a specific client and can't find the project, try searching by the linked company's name too — the project is often named differently from the client.