Project workspace

Open a project from Projects. The header shows the name, description, hours usage (if you can track time), and a finance summary (if you can operate finance).

Tabs

• Tasks — default
• Documents — Markdown notes (diagrams supported)
• Project settings — details, links, time, finance, members, labels, custom fields, activity

Tasks tab

1. Expand Milestones to add or edit milestones, then assign them on tasks.
2. Use Add a task... to create a task with optional dates, milestone, assignee, and labels.
3. Switch List, Board, Timeline, or Calendar.
4. Filter by status, search, and labels. Board is grouped by Todo, In progress, Done, and Cancelled.
5. Drag on the board to change status. Timeline and Calendar edit plan dates when you have access.

Create labels in Project settings first if the label picker is empty.

Documents

1. Open Documents.
2. Create or select a doc. Write Markdown; preview supports Mermaid and Graphviz blocks.

Project settings

Available sections depend on your project role (Owner, Admin, Member, Guest):

• Details — name, description, status (owners/admins).
• Org links — client and team.
• Time — quoted hours; auto-approve timer and manual time within that quote.
• Financial settings — billing type, charge currency, invoice currency, and rates (finance operate).
• Members — staff and freelancer invites for this project.
• Labels and Custom fields
• Activity — recent changes

Guest and many client-portal users can view more than they can edit.

Finish a project

Complete project is blocked until every task is Done or Cancelled. Reopen from settings if you need to continue.