Projects overview
What a project is, what it holds, and how projects are organized.
A project is a container for related work. Most VAs use one project per client, but nothing forces that, a project can be a product launch, an internal process, or your own admin.
What a project holds
- Tasks, including recurring ones
- Sections, to group tasks within the project
- People, either collaborators or assigned workspace members
- Comments and activity on its tasks
- Tracked time, if it is a workspace project on an Agency plan
Two kinds of project
Personal projects belong to you. Workspace projects belong to a workspace. The difference matters, and it is covered in Personal vs Workspace projects.
Organizing the sidebar
Reorder, drag a project up or down.
Favourites, pin a project and it moves to a Favourites group at the top. Useful when you have more projects than fit on screen.
Folders, group projects into folders. Select the + beside the Projects heading and choose Folder, then drag projects in. Folders collapse, so thirty projects stay readable. Folders on your own projects need Pro or Agency; inside a workspace they are part of the Agency plan. See Folders.
Colour, give each project a colour so its tasks are identifiable in Inbox, Today, and Upcoming, where several projects are mixed together.
Opening a project
Select it in the sidebar. The project page shows its tasks in your chosen layout with the project name, its people, and its actions across the top.
Limits
| Plan | Projects |
|---|---|
| Free | 3 |
| Pro | Unlimited |
| Agency | Unlimited |
The Free limit counts projects that exist, not projects with work in them. Delete one you no longer need to free a slot.