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.
Companies — the linked companies or clients. A project can have several: each one has its own icon to unlink it, and + Add company links another; in the picker, companies that are already linked carry an Already linked label so you can spot them at a glance. On wide screens this list has its own column on the right.
Assignees — the people in charge (there can be several). All of them have the same permissions on the project, such as creating tasks in it. Only the Owner and people with Technical administration permissions add or remove assignees.
Other participants — the rest of the people involved, added and removed as chips.

Header details

Below the project name, the linked company is shown in bold green (or "Several companies" if there is more than one). To change it, use the Companies field in the header.

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.

Task kanban, Task list, 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. When you open a project you land on the Kanban first.
Meetings — the meetings from your Agenda that are linked to this project.
Received messages and Sent messages — the Inbox messages linked to the project (the ones already completed appear with a green gradient).
Documents — the documents linked to this project, each with a gradient in the colour of its type, as in the Documents section.
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.
Hours — the hours worked month by month over the last 12 months on the tasks of the project and its subprojects, with the total, a chart by task type and the billable and billed breakdown. It works like the Hours tab of a company. Only the Owner, people with technical administration permissions and Supervisors see it (Supervisors only the time logged by themselves and their team), and only if the account has time tracking.
Content — the last tab, with a red icon: a free-form notes space about the project (briefing, context, decisions...).

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.