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Projects

What it is

A Project groups related tasks under a single banner with a start date, an optional end date, a description, and any custom fields you've added. Use Projects to organise a body of work — a feature, an initiative, a campaign — and see all the tasks underneath it in one place.

When to use it

  • You have a chunk of work that's bigger than one task and you want a place to write down the goal, the timeline, and the description.
  • You want to filter the Tasks page by which project a task belongs to.
  • You want to close out an effort and keep its history for reference.

Where to find it

Projects live in any Space that has Project Management enabled — Initiative, Platform, Support, and Tenet workspaces.

You can reach Projects two ways:

  • From the Tasks page, switch to the Projects tab in the sidebar (List view) or the Projects column on the right (Kanban view).
  • Open a project directly by clicking its card or list row, or by navigating to Projects from a deep link in chat or search.

How it works

Active vs. Closed. The Projects list has two tabs — Active (running projects) and Closed (projects with a passed end date). Each tab shows a count badge.

Create a project. Click New project. The flyout asks for:

  • Name — required
  • Description — Markdown editor with AI assistance
  • Starts on — defaults to today
  • Ends on — optional; leave blank for open-ended

Project detail flyout. Clicking a project card on the Tasks Kanban opens a detail flyout on the right showing the project's name, description, dates, status badge (Active / Closed), and the tasks underneath. From the flyout you can add a new task pre-linked to the project.

Project detail page. Clicking a project from the Projects list opens its full page with Details, Description, and a table of every task in the project. Custom attributes you've added to projects show up here too.

Close a project. From the Projects list, use the row action Close. Hub asks for an End date (defaults to today) and warns that closing moves the project to the Closed tab. You can reopen later — Closed tab row action → Reopen.

Linking a task to a project. Open the New task flyout and pick a project from the Project dropdown. The Tasks list shows a Project column with a rocket icon for any task that's linked. From a project's detail flyout, the New task button pre-fills the project for you.

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