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 can see and edit a project: assignee, participants and roles

The access rules for projects and services, the scopes available and why you sometimes can't see a project.

The Board: assigning projects to team members

A grid view to see at a glance who has which projects and to reassign them by dragging cards.

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.

"Private projects: only for their manager and participants"

How to mark a project as private, who can see it, what happens to linked items and what its limits are.