Projects
Organize work by client or initiative.
Creating Projects
- Click Projects in sidebar
- Click New Project
- Enter name and description
- Configure settings
Project Settings
General
- Name and description
- Project slug (URL)
- Archive/delete
Statuses
Custom workflow statuses:
- Go to Project → Settings → Statuses
- Add/edit/reorder statuses
- Set colors and icons
Client Access
Control client visibility:
- Enable/disable portal access
- Select visible clients
- Configure submission settings
Integrations
Per-project connections:
- GitHub repository
- Slack channel
- Email routing
Project Views
List View
Table of all requests with sorting and filtering.
Board View
Kanban-style columns by status.
Timeline View
Gantt chart of due dates (Pro).
Project Templates
Save and reuse configurations:
- Set up a project
- Settings → Save as Template
- Use when creating new projects
Archiving
Archived projects:
- Hidden from main view
- Searchable in archive
- Can be restored
- Data preserved