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The Projects section on the Records tab shows all projects linked to this household. Each project card displays the project name, type, assigned user, and milestone progress with completion percentages.

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View projects

Each project card shows:
  • Project name — the title of the project
  • Project type — the template the project was created from
  • Assigned to — the team member responsible
  • Milestone progress — color-coded progress bars showing completed and total tasks per milestone
Click a project card or the icon to open the full project page.

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Add a project

Click Add project at the bottom of the section. The project creation form opens with the household pre-filled. For full details on creating and managing projects, see Projects.

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FAQ

Yes. You can link as many projects as needed to a single household.
Yes. Projects are managed from the full project page — navigate there to edit or delete a project.