Manage A Project Detail Page
Use project detail tabs for tasks, milestones, members, files, notes, expenses, and delivery review.
The project detail page is the operating view for a project. It brings together project status, tasks, board columns, milestones, members, files, notes, expenses, workload, and activity so the team can see what has happened and what needs to happen next.
Open a project from Productivity > Projects or from a related task, file, time entry, or customer record.
Review The Header First
Start with the project header before changing individual tasks. Confirm the project name, customer or account, status, dates, visibility, members, and progress. If the header is wrong, reports and task lists will also be harder to trust.
Use Edit project when you need to update the project description, dates, status, visibility, account, or custom fields. Keep the project name specific enough that teammates can distinguish it in task, file, and time entry pickers.
Choose The Right Work View
Project detail can show the same work in different views:
- Overview summarizes progress, current work, and recent context.
- List is best for scanning task ownership, status, and due dates.
- Board is best for moving tasks through workflow columns.
- Timeline and Gantt are best for date-driven delivery planning.
- Calendar is best for due-date review.
- Milestones is best for delivery checkpoints.
- Members is best for access and role review.
- Dashboard and Workload help review progress and team load.
- Expenses, Notes, and Files hold supporting project context.
Use the view that matches the decision you need to make. For example, use Board for daily status movement, Milestones for delivery checkpoints, and Files for final assets.
Add And Update Project Tasks
Use New task or quick task creation inside a project view when the work belongs to this project. Add a clear title, owner, priority, status, due date, and description before assigning work to a teammate.
When work changes, update the task in place instead of creating duplicate tasks. The project can update task title, description, assignee, due date, priority, status, dependencies, subtasks, comments, and tracked time.
If your team uses board columns, keep column names short and tied to workflow states. Move tasks between columns only when the work really changed state.
Manage Milestones
Use milestones for delivery checkpoints such as kickoff, design approval, implementation, customer review, launch, or closeout. Add dates and reorder milestones when the delivery sequence changes.
Before marking a milestone complete, check the related tasks, customer approvals, files, and notes. A milestone should represent a real project checkpoint, not only a date on the calendar.
Manage Members And Visibility
The Members tab controls who is assigned to the project and what role they have inside it. Add teammates who need to create tasks, upload files, review notes, or track time.
Review members when a project changes phase. Remove people who no longer need access, and make sure new owners are added before work is reassigned to them.
Use Notes, Files, And Expenses
Use notes for decisions, meeting outcomes, customer context, and internal handoffs. Use private notes only for information that should not be broadly visible to the project team.
Use files for briefs, assets, contracts, exports, and final deliverables. Upload files to the project when the whole project needs them; attach files to a task when they belong to a specific task.
Use expenses to review project costs and decide whether billing, estimates, or invoices need to be updated.
Close Or Archive A Project
Before closing a project:
- complete, move, or delete remaining tasks
- confirm time entries and timesheets are submitted
- save final files in the project
- write a final note with closeout context
- confirm final invoice, estimate, or document actions are complete
- remove members who no longer need access
Do not close a project while active work still lives only in comments or chat. Create the follow-up task first, then close the project when the work is truly finished.