How projects work
Projects follow a template-based workflow:- Select a project type — Each project starts from a predefined project type that defines its structure
- Work through milestones — Milestones are sequential phases. Each milestone has tasks that are auto-created when you enter that phase
- Track progress — See completion percentage for each milestone and the project overall
- Complete the project — Finish all milestones or mark the project complete manually
Project types and milestones
Project types
A project type defines the repeatable structure for a category of work. Each project type includes:- Title and description — What this project type is for
- Milestones — The sequential phases of the project
- Task templates — Tasks auto-created at each milestone
Milestones
Each project type contains milestones — sequential phases that guide you through the project. When a project enters a new milestone, tasks for that milestone are automatically created from the milestone’s task templates. Milestones can auto-advance based on configurable triggers:- All tasks completed — Advances when every task in the milestone is done
- Meeting scheduled — Advances when a meeting is scheduled with the household
- Meeting completed — Advances after a meeting is completed
Project status
Projects have four statuses:| Status | Meaning |
|---|---|
| In progress | Actively being worked on |
| Overdue | Has overdue tasks |
| Completed | Finished |
| Cancelled | Stopped before completion |
Progress tracking
Projects track progress at two levels:- Milestone progress — Percentage of tasks completed in the current milestone
- Overall progress — Percentage of tasks completed across all milestones
Tasks within projects
When a project enters a new milestone, tasks are automatically created based on task templates:- Task titles and descriptions come from the task template
- Deadlines are calculated based on offset days configured in the template
- Tasks can be pre-assigned to specific team members, teams, or dynamically via custom fields
- Tags and priority are copied from the template
Viewing projects
The Projects page offers two views:- All projects — A list of all active projects with a side panel for previewing details
- Per-project-type tabs — A Kanban board showing projects organized by their current milestone. Drag project cards between columns to move them to a different milestone
- Project name, assigned user, and linked household
- Description (rich text)
- Tasks grouped by milestone
- Comments