Projects

Every piece of client work needs one place where its tasks, files, conversations, time and contracts live together, so nobody has to remember which inbox or folder something went to. When somebody joins the work, they should find all of it there, and nothing they should not see.

In Projectous that place is the project. A project belongs to one client and holds its tasks, chat, resources and contracts. Its settings decide who is on it, which statuses its tasks move through, who owns the work that arrives on its own, and which addresses and tools can file tasks into it. How the work inside a project is prioritized and moved along is on Task management.

Set up a project#

How do I create a project?#

On Projects, press Add Project. Choose the client, which is the only thing you must fill in, and give the project a name and an acronym. The acronym is what you type to reach the project, as in :WEB; see Project shortcuts. You can also add the members, a due date, an estimate, a description and files, and choose which statuses the project uses. Press Create.

You can also create a project from a task's project picker, and a new client from the client field.

How do I bring in many projects at once?#

An admin presses Or import many at once… in the Add project form, or Import Projects when there are no projects yet. Upload a CSV with one row per project. Download template CSV gives you the columns, and each row's client is matched by its exact name, capitals included, or created. To bring work from Asana, Trello or another tool instead, see Importing your work.

What can I change in Project settings?#

Open a project and press Project settings, or click the project's name at the top. Everybody on the project sees Project Details, with its description and the project's chat, and Resources, where its files, links and notes are kept. An admin of the company that owns the project also sees these tabs:

Tab	What it sets
Settings	Name, acronym, client, Status, Default task owner, the project's tags, and "Task statuses available in this project"
Contracts	The contracts work on this project bills against
Rates	A rate for a person on this project only
Integrations	Claude Code, the project's email address, Slack, and web forms or webhooks

Changes save as you make them.

"Task statuses available in this project" are the columns of its Project Board: choose the ones it uses. An admin edits the statuses themselves, for the whole company, under Settings, Statuses.

Default task owner is who owns a task that arrives without one, such as from an email, a form or a service.

Download tasks as CSV, near the bottom of Settings, exports its tasks.

Choose who is on it#

How do I add or remove people?#

An admin of the company that owns the project adds people with the person button at the top of Project settings, and removes somebody by clicking their picture. When you assign a task to somebody who is not on the project, you can add them to it then; see Who can I assign a task to?

To invite somebody from the client who has no account yet, press the Invite User icon on the project, enter their email and press Confirm. They join as a guest, on this project only; see Client and guest access.

To leave a project yourself, click your own picture in Project settings and confirm.

Who sees a project?#

People on the project see it under Projects, and admins of your company see every project. Only an admin of the company that owns the project can change its settings, members, rates and statuses; see Who can change a shared project?

Connect contracts and tools#

How do I bill a project's work?#

On the Contracts tab, press Add Contract. Switch on Default contract for the one that tasks with no contract of their own bill against; a project has one default. Contracts set on the client appear under Inherited Client Contracts, where you can exclude any this project should not use. How contracts and budgets work is on Contracts, and rates on Rates.

How do I file email into a project?#

Every project has its own address, under Email this project on the Integrations tab. Anything sent to it becomes a task in this project. Switch on Take this client's email here to send the client's mail copied to [email protected] to this project. See Email in.

How do I file tasks from Slack, a form or another app?#

On the Integrations tab, Connect Slack lets people in a client's Slack file tasks with /task, and Add Integration gives you an address for a Webhook, WordPress Form, Zapier, Web Form or Custom API. See Work arriving from elsewhere.

How do I connect Claude Code or my code?#

Connect Claude Code on the Integrations tab gives you the commands that connect a repository to this project, so Claude Code can read its tasks and file new ones. To put your code on a branch for each task as you track time, set up Git integration in the desktop app.

Organize the Projects screen#

How do I find a project?#

Projects shows a chip for each open project, in its client's colour, your own company's first and then by client. Press Find project to search them, or type : and the acronym anywhere a task is written. Under Page settings, the gear beside Add Project, choose to see All projects, Current only, or Tabs to keep a few open side by side.

Inside a project, choose List view, Board view for the Project Board, or Done, sort the list, filter by status or tag, and click somebody's picture to see only their tasks.

How do I close a project?#

In Project settings, set Status to Closed. The project leaves the Projects screen and nothing is lost; switch on Show inactive projects under Page settings to see it again, and set Status to Open to reopen it. People on a closed project can no longer open it or its tasks, but admins can.

Delete project, at the bottom of Settings, removes the project. It is refused once any of its time has been invoiced or reviewed, or while its vault holds a saved login, so close a finished project instead.

Tips#

• Set a Default task owner on every project that takes email or forms, so nothing arrives without somebody answerable for it.
• Use Copy Link at the top of a project to send somebody straight to it.
• Switch on Each project remembers its view, sort and search under Page settings if you work differently in each project.