Projects

Projects group a client's tasks into bodies of work, each with its own budget (or a link to a retainer that manages the budget for it).

Creating a project

From Projects in the sidebar, choose New Project:

• Pick the client and give the project a name. A description is optional.
• Task prefix optionally overrides the client's prefix for tasks in this project, so a "TMX Website" project can number its tasks TMX-1 instead of using the client-wide prefix. Like client prefixes, it can't be changed once set.
• Budget: either set budget hours and/or a budget amount, or link the project to a retainer, in which case the form simply notes "Budget is managed by the retainer" and the retainer's budget takes over.
• Private project works like private clients: invisible except to you, admins, and the members you grant access.

The project page

A project's page is its task board, filtered to just that project's tasks. Star it to add it to your sidebar favourites, or open Settings to edit.

Tasks don't have to belong to a project. A task created with just a client is a standalone task, useful for one-off requests that don't warrant structure.

Projects and retainers

Linking a project to a retainer does two things: the project's budget is managed by the retainer, and the project's tasks count toward that retainer's hours by inheritance (unless a task opts out). You can move a project between retainers later from the retainer's page.

Archiving

Archiving a project hides it from active lists; the confirmation shows how many active tasks are affected. Restore any time from Show archived on the project list. A project's client can't be changed after creation, so if work moves agencies-within-agencies, that's a new project.