---
title: Projects
description: Create projects for your clients, track their progress, and find everything about a client engagement in one place.
icon: briefcase
---

A project holds everything for one piece of client work: its stages and tasks, messages, files, portal pages, members, and automations. This page explains how projects are organized and how to create, find, and remove them.

:::note
Only workspace Owners and Admins can start and delete projects, change a project's members, and set up its workflows. Members can open every project, and in the projects they're a member of they can create and edit tasks, stages, and pages and edit the project's details.
:::

## How projects work

- Every project belongs to your workspace and has an **owner** from your team and, optionally, a **primary contact** on the client side.
- A project's status is **Active**, **On hold**, **Completed**, or **Archived**.
- Inside a project, the tabs are **Tasks**, **Messages**, **Files**, **Members**, **Pages** (the pages your client sees in the portal), **Workflows**, and **Settings**.
- There is no separate overview page: a project opens on its **Tasks** tab.
- Under the project name, a one-line summary shows the share of tasks completed, which stage the project is in (for example "Stage 2 of 4 · Design"), how many tasks are waiting on the client or need review, how many are overdue, and the next due date.
- **Activity**, at the end of the summary line, opens the project's activity history in a side panel.
- **Preview Portal**, at the top right, opens the project in the client portal, read-only, as your client would see it, even before you invite them. With several clients it reads **Preview as…** so you can pick one. See [Client Portal](/docs/client-portal#how-to-preview-the-portal).
- Clients only see a project in their portal once they are a member of it with portal access. See [Members](/docs/projects/members).

## How to create a project

1. Open **Projects** in the sidebar and click **New project**.
2. If your workspace has templates, choose one under **Template**, or leave **Blank project** selected. A template copies its stages, tasks, pages, folders, and workflows into the new project. See [Project Templates](/docs/project-templates).
3. Enter a **Name** and choose the **Project owner**.
4. Optionally pick a **Primary contact**.
5. Click **Add project**.

After the project is created, open its **Settings** tab to add a description, dates, a status, or a time zone. See [Project Settings](/docs/projects/settings).

## How to find projects

The Projects page lists every project with its client, status, progress, what needs attention, and last activity.

- **Progress** shows the share of tasks completed, with the current stage beneath it, such as **Discovery · 2 of 4**. Hover the bar to see the task count.
- **Attention** shows up to two of these, most urgent first: tasks that are overdue, tasks waiting for your review, and tasks waiting on the client. It shows **—** when nothing needs attention. Hover it to see all of them. These are the same counts as the summary at the top of a project.
- **Last activity** shows when something last happened on the project, such as a task update, a message from your team, or a signed contract.

To find a project:

- Use the search box to find a project by name.
- Filter by status, and use **Sort by** and **Direction** to change the order.
- Use **Display** to sort by **Last activity**, and to show or hide columns. **Owner**, **Primary contact**, and **Created** are hidden at first.

## How to delete projects

1. On the Projects page, select one or more projects with the checkboxes.
2. Click **Delete** in the bar at the bottom of the page and confirm.

You can also delete a single project from the **Danger zone** in its Settings tab. Deleting a project permanently removes it and all of its data, and it can't be undone.