Projects

Projects help you organise related issues into logical groups, making it easier to manage decisions across different initiatives, committees, or topics.

Project cards in your workspace

What are projects?

A project is a container for issues that share a common theme or purpose. For example, you might create projects for:

• Q1 Strategic Planning - All decisions related to quarterly goals

• Policy Review Committee - Ongoing policy decisions

• Budget Allocation 2025 - Financial decisions for the fiscal year

• Technology Upgrades - IT infrastructure decisions

Create a project

1. Open your workspace

2. Click Projects in the sidebar

3. Click New Project

4. Enter a name and optional description

5. Choose the visibility (Public or Private)

6. Click Create

Project visibility

Projects can be configured with different visibility levels to control who can access the issues within them.

Visibility	Who can access
Public	All workspace members can view and participate
Private	Only invited project members can access

When to use private projects

Private projects are useful for:

• Sensitive HR decisions

• Executive committee discussions

• Confidential strategic planning

• Board-only matters

Default project

Every workspace has a Default Project that cannot be deleted. Issues created without selecting a specific project are automatically added here.

The default project ensures no issue is ever orphaned. You can rename it to match your workflow.

Managing projects

Project detail view showing issues

Add members to a private project

1. Open the project

2. Click Members

3. Click Add Members

4. Select workspace members to invite

5. Click Add

Move issues between projects

1. Open the issue

2. Click Edit

3. Change the Project field

4. Click Save

Archive a project

When a project is complete, archive it to keep your workspace tidy while preserving the decision history.

1. Open the project

2. Click Settings

3. Click Archive Project

4. Confirm the action

Archived projects and their issues are read-only. You can unarchive a project if you need to make changes later.

Best practices

Naming conventions

Use clear, descriptive names that indicate the project's purpose and timeframe:

Good	Bad
"2025 Annual Budget Review"	"Budget"
"Technology Committee - Q1"	"Tech stuff"
"Board Meeting - March 2025"	"Meeting"

Project lifecycle

1. Create the project when a new initiative begins

2. Organise related issues within the project

3. Collaborate with team members to reach decisions

4. Archive when all decisions are finalised

Related

• Issues - Create and manage issues within projects

• Workspaces - The parent container for projects