> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects overview

> Organize multi-step processes into milestones and tasks with projects in Slant.

Projects help you manage structured, multi-step processes for your clients. Each project follows a predefined series of milestones, and Slant automatically creates tasks at each milestone to keep the work on track.

Use projects for repeatable workflows like annual reviews, new client onboarding, financial planning engagements, or money movements — any process that follows a consistent set of steps.

## How projects work

Every project is based on a [project type](/activity/projects/project-types) — 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](/activity/projects/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. Field types include text, long text, number, currency, date, select, yes/no, household field, and **file attachment**. 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](/activity/projects/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 record from its page — clients and prospects, as well as [contacts](/records/other-contacts) and [businesses](/records/businesses), each show their projects in a **Projects** widget on the overview. A project type's **Owner kind** determines whether its projects attach to a household, a contact, or a business.

If you select **All books** from the book switcher, the **Projects** page aggregates projects across every book you can access, and you can manage each one from its detail view. See [managing projects](/activity/projects/managing-projects) for details.

## 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

Progress bars appear on project cards in the list and pipeline views, showing completion status for each milestone.

## 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

Tasks created by a project are linked to both the project and the milestone, so you can track them from the project detail page.

## 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

<AccordionGroup>
  <Accordion title="Can I create a project without linking it to a client?">
    Yes. The owner field is optional when creating a project. If no household, contact, or business is selected, you must provide a project name. You can link an owner later from the project detail page.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Who can create and manage projects?">
    Any user with access to a book can create, edit, and delete projects in that book.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Creating projects" icon="plus" href="/activity/projects/creating-projects">
    Start a new project for a client
  </Card>

  <Card title="Managing projects" icon="pencil" href="/activity/projects/managing-projects">
    Track progress and complete milestones
  </Card>

  <Card title="Pipeline view" icon="columns-3" href="/activity/projects/pipeline-view">
    View projects on a kanban board
  </Card>

  <Card title="Project types" icon="settings" href="/activity/projects/project-types">
    Configure project templates and milestones
  </Card>
</CardGroup>