Project management

Organise your work using Kanban, Agile, or Waterfall methodologies on the same underlying work-item model — switch views without losing data. Available to every authenticated user; reachable via Organizer → Projects in the sidebar.

In this section

• Working with work items — the editor: tags, assignee, type-specific fields, history, attachments
• Kanban board — drag between columns, per-column add, swimlanes
• Time tracking — start/stop timer, manual entries, billable flag
• Estimation, forecasting & calibration — PERT, Monte Carlo, historical calibration
• Agile sprints & burndown — sprints, backlog drag, honest burndown
• Waterfall, Gantt & phases — timeline, drag-to-reschedule, dependencies, swimlanes
• AI agents — let an AI plan or execute work items
• Plan & track from Claude Code — push items + lifecycle transitions from Claude Code, Cursor, or any MCP-aware client
• Reports — hours by user / project, status breakdown

Creating a project

Go to /projects and click + New project. Fill in:

• Name (required)
• Description
• Client name — optional reference for billing
• Colour — picker for visual distinction in the project list
• Methodology — Kanban / Agile / Waterfall (changes default views, not the data)
• Status — Active / On hold / Completed / Cancelled / Archived
• Start date / Target end date
• Billing mode — Time & materials / Fixed price / Not billable
• Hourly rate / Fixed price / Currency
• Prefix — optional 2–10 chars (e.g. WEB); when set, work items number as WEB-1, WEB-2 …
• Organization — assign to one of your organizations (visible only when you're a member of any)

Save. The project appears at the top of /projects with stat cards above (Projects / Active / Work items / Hours logged).

The project list (/projects)

Each row shows: name, client, methodology, status, item count, target date, plus inline Edit / Archive / Reports actions. Filter by search and the include-archived toggle. Click a project name to open the detail page.

The project detail (`/projects/

The detail page is your daily home for a project:

• Header — project status badges + List/Tree/Board toggle + buttons for Sprints, Backlog, Gantt, Phases, Reports (visible by methodology)
• Toolbar — primary "+ New work item" dropdown (with a methodology-aware type list), search, type/state/assignee filters, Preview toggle
• Work-item table — ID, title, assignee, state, tags, last-updated, actions; hover to reveal edit/delete
• Tree view — toggle in the toolbar to see parent → child hierarchy with collapsible chevrons
• Preview pane — turn on to split the page; clicking a row reveals its full description, estimate, time-logged, related items, attachments, and AI-activity history without leaving the list

For Agile projects, an extra Level dropdown lets you "promote" a single type (Epic / Feature / Story / Task) to root level so you can plan at one altitude.

Plans & access

Project management is available on every plan. Data is owner-scoped — only the project's owner can see it. Organisation members are searchable as assignees but cannot edit your projects unless they're also assigned ownership. Projects can be assigned to an organisation to share with members.

Related

• Markdown syntax reference — formatting work-item descriptions
• Organisation — invite team members so they appear in the assignee picker