Projects

How a project's detail page works

A project's tabs and what each one contains.

How to see your projects as Kanban or List and change their status

The two views of Projects and services, how to move a project to another status, and what the Personal view is for.

How to create a project or a subproject

The three places where you can add a project, and how to make it depend on another one.

Who sees a project: assignee, participants and scope

How projects are split among the people on your team, and why you sometimes can't see one.

How to link documents, notes, meetings and contacts to a project

What each tab of a project's detail page shows, and where you link each thing from.