Module guide
Projects
Containers for tasks with health and portfolio rollups.
Overview
Every task belongs to a project. Projects carry status, owner, and start and end dates, and they are the natural join point for board columns, 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 saved views and custom board columns
- Soft-delete plus restore, so nothing vanishes accidentally
Important to know
Limits, permissions, and sharp edges to keep in mind.
- Archiving a project hides every task from default views but keeps the data queryable.
- Cross-project bulk operations go through Bulk Edit in the list surface.
How to use it
The primary workflow, start to finish.
- Create a project from Settings > Spaces > New project.
- Assign an owner and cycle to anchor it in the planning rhythm.
- Review health on /workload and portfolios for at-a-glance status.
Automate this module
Everything on this screen is scriptable. Drive it from the REST API, or let an AI agent run it through the MCP server.
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