How projects work
Every project is based on a project type — a reusable template that defines the milestones, tasks, outcomes, and form fields for that kind of work. When you create a project, Slant sets it to the first milestone and creates the tasks defined for that milestone. As you complete milestones, the project advances through its stages. At each new milestone, Slant creates the next set of tasks automatically. This continues until the project is complete.Key concepts
- Project types — reusable templates that define the structure of a project. Each project type has a name, description, and a set of milestones. Project types can be company-wide (available to all books) or book-specific. Learn more about project types.
- Milestones — the stages a project moves through in sequence. Each milestone has its own set of task templates, optional form fields for collecting information, and optional outcomes that control what happens next.
- Outcomes — when a milestone is completed, outcomes let you route the project to different milestones or mark it complete based on the result. Without outcomes, the project moves to the next milestone in order.
- Form fields — custom fields attached to a milestone that collect information when the project is created or when a milestone is completed. Form field values can be inserted into task templates as variables.
- Pipeline view — a kanban-style board that shows all projects of a specific type, organized by milestone. Learn more about the pipeline view.
Project statuses
- In progress — the project is active and has work to do
- Overdue — the project has tasks past their due date
- Completed — all milestones are finished and the project is closed
- Cancelled — the project was stopped before completion
Where projects appear
The Projects page is the central hub for viewing and managing projects. You can also view projects linked to a specific household from the client or prospect page.Progress tracking
Each project tracks progress at two levels:- Overall progress — the percentage of all tasks across every milestone that are complete
- Milestone progress — the percentage of tasks in the current milestone that are complete
Automatic task creation
When a project enters a new milestone, Slant creates tasks from the milestone’s task templates. Each task inherits:- The template’s title and description (with form field variables filled in)
- Priority, label, and assignee settings
- A due date calculated from the template’s deadline offset
- Any attached files
Comments
Each project has a comments section for team discussion. Add comments from the project detail page to keep context and decisions alongside the work.FAQ
Can I create a project without linking it to a client?
Can I create a project without linking it to a client?
Yes. The client field is optional when creating a project. If no client is selected, you must provide a project name. You can link a client later from the project detail page.
What happens to tasks when a project is completed?
What happens to tasks when a project is completed?
Existing tasks remain in your task list. When completing a project, you can optionally mark all remaining tasks as complete.
Can I move a project backward to a previous milestone?
Can I move a project backward to a previous milestone?
Yes. From the project detail page, you can move a project to any milestone in its project type using the milestone menu.
Who can create and manage projects?
Who can create and manage projects?
Any user with access to a book can create, edit, and delete projects in that book.
Next steps
Creating projects
Start a new project for a client
Managing projects
Track progress and complete milestones
Pipeline view
View projects on a kanban board
Project types
Configure project templates and milestones