Managing projects

Once a project is created, you manage it from the Projects page or the project detail page. This includes tracking progress, completing milestones, editing project details, and closing or deleting projects.

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View projects

The Projects page shows all active projects in the current book. The All projects tab displays a list view with a preview panel on the right. Click any project to see its tasks, form responses, and comments in the panel. To open the full project detail page, click the project name in the list or click the icon in the panel.

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Filtering

Use the quick filter chips at the top of the list to filter by:

• Status — in progress, overdue, completed, or cancelled
• Assignee — a specific team member or unassigned
• Project type — a specific project type
• Due date — the project’s optional project-level deadline
• Completed date — when the project was completed. Choose Relative (default) for options like Last week, Last month, Last quarter, and Last year, or switch to Between to pick a custom date range.

Click Filter to add additional filter conditions.

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Sorting

Click Sort to change the project order:

• Start date (newest) — most recently created first (default)
• Start date (oldest) — oldest projects first
• Next task due (soonest) — projects with the nearest upcoming task deadline
• Next task due (latest) — projects with the furthest upcoming task deadline
• Pipeline changed (newest) — projects that most recently changed milestones
• Pipeline changed (oldest) — projects that least recently changed milestones
• Project type (A-Z) — alphabetical by project type name
• Project type (Z-A) — reverse alphabetical by project type name

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Searching

Type in the search bar to find projects by name or client name. Results update as you type.

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Show completed projects

On All projects and other table views, use the Status filter to include Completed or Cancelled projects. In a pipeline view, open the view settings to enable Show completed projects or Show cancelled projects.

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Table columns

Table views support Add column and column-header actions Hide column, Move left, and Move right. The first column stays in place.

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Project detail page

The project detail page shows the full project with editable fields, tasks organized by milestone, form responses, and comments.

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Project header

Below the project name, a metadata row displays:

• Project type — shown with a column-grid icon (for example, Annual review)
• Status badge — only appears for non-in-progress states: Overdue (yellow), Completed (green), or Cancelled (red). In-progress projects show no badge.
• Linked household — if the project is linked to a household
• Assignee — an inline avatar you can click to change
• Created [short date] — hover for a tooltip showing the creator’s name

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Edit project details

• Name — click the project name to edit it inline
• Description — click below the name to add or edit a rich text description
• Assigned to — click the assignee to change it
• Due date — add or change the project-level deadline
• Client — if no client is linked, you can add one from the detail page

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Tasks by milestone

Tasks are grouped under their milestone in accordion sections. Each section shows the milestone name, a color indicator, and progress (percentage complete and task count). The current milestone row also shows a clock icon with compact elapsed time (for example, 3d). Hover the icon for a tooltip reading In milestone since [time] on [Month Day, Year]. Long milestone titles truncate with the full title shown on hover. To add a task to a milestone, click the milestone’s menu and select Add task. You can also move a project to a different milestone from the milestone menu by selecting Move to milestone. When the project type has Require milestones in order enabled, future milestones show Complete the preceding milestone first. Complete the current milestone before moving ahead. Milestones the project already visited remain available.

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Complete a milestone

When all tasks in a milestone are done (or you’re ready to move on), click Complete milestone on the current milestone section. If the milestone still has open tasks, the confirmation shows how many remain and explains whether they will stay on the previous milestone or remain open after the project completes. Select Mark open tasks as complete if you want to close them before moving forward.

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Milestones without outcomes

If the milestone has no custom outcomes configured, Slant moves the project to the next milestone in sequence and creates its tasks. If the milestone has form fields for the next stage, you are prompted to fill them in first. You can optionally check Mark all tasks as complete to close any remaining tasks in the current milestone.

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Milestones with outcomes

If the milestone has outcomes configured, you must select one:

• Move to the next milestone — advances to the next milestone in order
• Move to a specific milestone — jumps to a designated milestone (skipping others)
• Complete the project — marks the project as finished

Each outcome can include a default comment that is added to the project when selected. If the destination milestone has form fields, you must complete them before confirming.

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Auto-advance

Milestones can be configured to auto-advance when all tasks are completed. When this is enabled, the project moves to the next milestone automatically as soon as every task in the current milestone is marked done.

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Complete a project

To finish a project manually, click Complete on the project detail page. You can optionally check Mark all tasks in project as complete to close any open tasks. The project status changes to completed and it is hidden from the default list view.

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Reopen a completed project

Open the completed project and click Reopen project in the header, then confirm Reopen project. You need permission to edit the project. This works even on the final or only milestone. The project returns to In progress and clears its completion date. Its current milestone stays the same: completed tasks stay completed, and open tasks stay open. Reopening does not create or duplicate tasks. Existing completed tasks do not automatically complete the project again; completing tasks after reopening can trigger the milestone’s normal automatic advancement. Open overdue tasks can still make the project overdue.

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Delete a project

Click Delete on the project detail page. Confirm the deletion — you can optionally check Also delete all associated tasks to remove the project’s tasks as well.

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Attachments

To add a file, open Comments and click Attach, or paste an image into your comment. Post the comment to attach the files. Comment attachments are uploaded copies; changes to the original file do not update them. The separate Attachments section appears when the project already has project-level attachments. Existing attachments from connected file storage can be links to files kept in that provider. Each comment supports up to 20 attachments, 20 MB per file.

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Comments

The Comments tab on the project detail page and preview panel provides a threaded discussion space. Use comments to record decisions, share context, or coordinate with team members. Attach files with the upload button or paste images into a comment. Press Enter to post a comment or Shift+Enter to add a line break. To add a link, select text, click the link icon, enter the URL, then click Apply. Task comments also appear here when the task belongs to the project. Surfaced from links to the original task’s Comments, where the discussion stays attached to that task.

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Form responses

If the project’s milestones have form fields, the Form responses tab shows all collected values organized by milestone. Click the icon on any milestone section to update form field values. File-attachment values render as clickable links to the stored file. On All projects, use Add column to show milestone form-response fields in the table. These columns are read-only and cannot be sorted. Similar field names include project-type and milestone context.

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FAQ

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Next steps