At the top of each project, you'll see 2 tabs: Project Details and Time log (Premium plans only). In the Project Details tab, we'll see the project details, labels, comments, task list and comments. This article will walk you through all of those areas and their functionalities.
Labels
All applied labels will be seen, added and removed in this area near the top of the page called the Labels menu. For more information on how to create and apply labels, click this help article: Project Labels
Project Details
The Project Details section is going to be on the top middle of the project profile. Clicking on any field allows you to edit the project details including its name, description, project assignee, project members, and the due date.
Clicking the name of the client will take you to the client profile.
The status will change automatically from Not Started to In Progress when a task is marked as either in progress or completed. The project status will move to Complete once all the tasks are marked off as completed.
Remember, edits made to an individual project will just update this one instance. For example, if you edit the bookkeeping project for this month by adding a task to collect payment from a client, that change will apply only to this month's project. If you wish to update the series (all bookkeeping for this client moving forward) please review the article on updating a series here.
Delete a Project
If you need to delete the project, click the three vertical dots at the top of the screen, then click Delete. Keep in mind deletion can be restricted per user so if you're not seeing this, contact your account admin to update your user permissions.
Task List
The task list is going to be on the lower part of the project profile. This list is designed to represent the steps needed to move a project from not started to complete.
Next to each task's name, you may see two small icons that let you know what's inside the task without having to open it:
Sub-tasks icon - appears when the task has a checklist.
Comment icon - appears when the task has comments. If someone has left a comment you haven't read yet, the icon will show a dot, so you know at a glance which tasks have new activity that needs your attention.
Some actions you can apply to your task list.
Add a new task by clicking the + Add task button at the top right of the task list.
Reorganize the order of your tasks by clicking and holding down the 6 dots to the left of the complete circle on your task and dragging it up or down.
To mark a task as complete, click the circular bubble on the left hand of the task. When the task is completed, the blue check mark will appear and the due date will show a strikethrough.
Click on the OPEN button to open up the task drawer and see the task's description, subtasks, change its status, add a blocked flag, or leave a comment.
Edit the task details, including the checklist, description, due date, and assignee, by opening the task and clicking the edit button.
To delete a task, open the task and click the delete button.
Associated Series or Template
If the project is a part of a project series, click the series icon in the top right corner to show a link to future instances of this project and a link to the project series where you can make changes to the entire series.
Comments
The comments section is on the right side of the project profile and is where project and task activity now come together in one place. Collapse the comments using the blue comments icon near the upper right hand corner of the page.
Both Project and Task comments appear directly in the project's main comments feed. You no longer need to open each task individually to catch up on activity - everything surfaces here. Any task comment shown in the project feed is marked at the top in blue text as "Task Comment: [task name]," so you can immediately tell it apart from a project-level comment and see exactly which task it's tied to.
Use the filter options at the top of the comments section to narrow what you see:
All Comments – project and task comments together
Project Comments – project-level comments only
Task Comments – task-level comments only
Project-level comments are best used for high-level updates or notices that affect the whole project. Task-level comments are better suited for notes or hurdles specific to one step.
You can @ mention team members in any comment - project-level or task-level - to send them a notification.