Help Center

Projects

Projects lets you organize temporary work initiatives around roles rather than individuals. You select which roles a project needs, then assign specific holders to fill them. This keeps projects connected to your organizational structure and makes handoffs clear when roles change hands.

Explore the Projects app

The Projects app showing colored project cards organized into groups like Demand Generation, ERP System, and Internal Needs.

Project properties

Each project has a set of properties you can fill in:

  • Name: what the project is called
  • Mission: what the project aims to accomplish
  • Dates: start and end dates
  • Scope: company-wide or limited to a specific group
  • Labels: one label per project for categorization
  • Notes: additional context or documentation
  • External links: connect to tools like Jira, GitLab, or Confluence

You can also designate a representative, the person accountable for the project’s progress.

Browse and organize projects

Projects display as colored cards organized by project groups. Drag and drop projects between groups to reorganize them. Use labels and groups together to create a structure that fits your workflow.

Projects can be scoped to the entire organization or to a specific group. Group-scoped projects are visible only within that context.

Use project groups to reflect your workflow stages. For example, create groups named “Planning”, “Active”, and “Review” so your team can see the status of each initiative at a glance.

Projects on the map

Enable the Projects layer to see grey arcs connecting the roles and circles involved in each project. This gives you a visual map of how project work spans your organization.

Communicate with your team

Select a project and use the email function to send a message to all project members at once.

Archive completed work

When a project wraps up, archive it to keep your active view clean. Archived projects remain accessible for reference but no longer appear in the main grid.

Who can use Projects

  • Editors and Owners can create and manage projects
  • Members can view projects but cannot create or edit them
  • Guests cannot access Projects

Projects is a paid add-on at +1 CHF per user per month. Install it from the App Store in the left sidebar.