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    Module guide

    Projects

    Containers for tasks with health and portfolio rollups.

    Open module/projects
    coreplanning

    Overview

    Every task belongs to a project. A project carries a team, a status, an owner, and start and target end dates, and it is the natural join point for boards, workload, health scoring and portfolios.


    Highlights

    The capabilities worth knowing before you dive in.

    • Project health score combines overdue, blocked, velocity, and recency signals
    • Portfolio rollup averages member-project health
    • Per-project settings for boards, statuses, workflows, task types, custom fields, rollups and permissions
    • Soft-delete plus restore, so nothing vanishes accidentally

    Important to know

    Limits, permissions, and sharp edges to keep in mind.

    • Archiving a project moves it from the active list to the archived group on Projects. Its tasks are not changed and still appear in task views. Restore returns the project to the active list.
    • To act on several tasks at once, select them on the My Tasks screen. The bulk bar can mark them done, mark them to do, or delete them, and the selection can include tasks from different projects.

    How to use it

    The primary workflow, start to finish.

    1. 1Create a project from Projects with New project.
    2. 2Choose a team and an owner, and set the start and target end dates.
    3. 3Review the health badge on each project and the roll-up on Portfolios for at-a-glance status.

    FAQ

    What happens to the tasks when I archive a project?
    Nothing happens to them. Archiving changes only the project: it moves to the archived group on Projects, and its tasks keep their status and stay visible in task views. Restoring the project returns it to the active list.
    How is the project health score calculated?
    It combines four signals: overdue work, blocked work, velocity, and recency of activity. A portfolio rolls up by averaging the health of the projects in it, so one badly slipping project moves the portfolio less than it moves itself.
    How do I change many tasks across several projects at once?
    Select them on the My Tasks screen and use the bulk bar to mark them done, mark them to do, or delete them. Per-project screens act on one project by design, and My Tasks is where a selection can span projects.

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    • Overview
    • Highlights
    • Important to know
    • How to use it
    • FAQ