View all projects
Kanban view
The default projects view shows a Kanban board:1
Open Projects
Click Projects in the sidebar.
2
See the Kanban
Projects appear as cards organized by current milestone.
3
Drag to advance
Drag project cards between columns to change milestones.
Filter projects
Focus on specific projects:1
Click Filter
Click Filter in the toolbar.
2
Add conditions
Filter by:
- Template — Project type
- Household — Specific client
- Assigned to — Team member
- Status — In progress, Completed, etc.
3
Apply
The view updates to show matching projects.
Search projects
1
Open search
Press Cmd/Ctrl + K.
2
Search
Type the project name or client name.
3
Select
Click to open the project.
Work with a project
View project details
1
Click the project
Select a project card in the Kanban or from search.
2
See the detail view
View:
- Current milestone
- Progress percentage
- Tasks for this milestone
- Household information
- Activity history
Complete tasks
1
Find the task
In the project detail, see tasks for the current milestone.
2
Mark complete
Check the task to mark it done.
3
Progress updates
The milestone progress percentage increases.
Add ad-hoc tasks
Need a task not in the template?1
Open the project
Navigate to the project detail.
2
Add task
Click Add task in the tasks section.
3
Enter details
Create the task. It’s linked to the current milestone.
Advance milestones
1
Complete milestone work
Finish tasks or trigger auto-advance conditions.
2
Advance
Click Move to next phase or drag the card in Kanban.
3
New tasks appear
Task templates for the new milestone create tasks.
Project status
Status types
| Status | Meaning |
|---|---|
| In progress | Active, being worked on |
| Overdue | Has overdue tasks |
| Completed | All milestones done |
| Cancelled | Stopped before completion |
Change status manually
1
Open the project
Navigate to the project detail.
2
Find status
Look for the status field or actions menu.
3
Change
Select the new status:
- Complete — Mark as finished
- Cancel — Stop the project
Assign projects
Change assignee
1
Open the project
Navigate to the project detail.
2
Find assigned to
Look for the Assigned to field.
3
Select user
Choose a team member to assign.
Filter by assignee
1
Open Projects
Click Projects in the sidebar.
2
Filter by assignee
Add a filter for Assigned to = your name (or another user).
3
See your projects
Only projects assigned to that user appear.
Track progress
Milestone progress
Shows completion within the current milestone:- 0% — No tasks completed
- 50% — Half of tasks done
- 100% — All tasks in milestone complete
Overall progress
Shows completion across all milestones:- Weighted by number of tasks in each milestone
- Increases as you advance through milestones
- Reaches 100% when project completes
Identify stalled projects
Look for projects with:- Same milestone for extended time
- Overdue tasks
- No recent activity
View project from household
See a client’s projects from their record:1
Open the household
Navigate to the client or prospect.
2
Find Projects tab
Click Projects in the record navigation.
3
See linked projects
View all projects for this household.
Rename a project
1
Open the project
Navigate to the project detail.
2
Edit name
Click on the project name to edit.
3
Save
Enter the new name and save.
Delete a project
1
Open the project
Navigate to the project detail.
2
Delete
In the actions menu, click Delete.
3
Confirm
Confirm the deletion.
Best practices
- Review weekly — Check the Kanban for stalled projects
- Update promptly — Complete tasks and advance milestones as work happens
- Use filters — Focus on your assigned projects
- Don’t ignore overdue — Address overdue tasks immediately
- Complete properly — Finish projects, don’t abandon them