At the top of each project, you'll see 2 tabs: Project Details and Time log. 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 left hand 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.
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, the box in the top right corner will show a link to the series homepage where you can make changes to the entire series.
If the project is a one-time occurrence created from a template, the box will show the associated template.
If the project was created from scratch and a template was not used, there will be neither a box with the associated series or template and you'll just see the comments section of the project profile.
Comments
The comments section is on the right side of the project profile and can best be thought of as where high-level conversations and notices should go. Remember, this is different from the comments you can leave in a task! The comments left in a task can indicate important notes or hurdles the task faces. The comments left on the project's profile page are more broad and could impact the whole project.
Examples of comments you might want to leave on the project's profile are "client is OOO until end of March for a family emergency - their point of contact has been updated in the client's profile page" or "comment left on task, but there's a hold up until the client can send over the rest of their documents".
Here, you can @ mention team members to send them a notification or make any important notes about this project.
