Projects
Projects bundle a piece of client work end-to-end — milestones, tasks, time logs, files, services, and the invoices that bill against them all sit under a single project.
Each project has a client, an owner, a start and end date, and a status that rolls up automatically as milestones complete.
Step-by-step
- 1Open the Projects page
From the sidebar, click Projects. You'll see one card per active project with progress and the next milestone date. Switch to the list view for sort and filter controls.
- 2Create a project
Click Add Project. Pick the client, give the project a name, set start and end dates, and assign an owner. Save — the project lands on the board and gets its own detail page.
- 3Add milestones and services
Open the project detail. Under Milestones, add the major deliverables with their due dates and billing amounts. Under Services, list the offerings you're billing for. Once a milestone is linked to an invoice, its amount locks — use the invoice Split flow to adjust the billing if the scope changes.
- 4Link tasks to the project
From the project detail or the Tasks page, create tasks and set their Project field. Time logged on those tasks rolls up into the project's totals.
- 5Generate an invoice
Click New Invoice on the project. The form pre-fills the client, milestones, and services so you can issue a bill in seconds.
- 6Connect social accounts
Switch to the Social tab to connect a Facebook Page, Instagram Business, or LinkedIn Company Page for this project — used by the content planner to auto-publish.
- 7Set up a per-project CMS
Switch to the CMS tab on the project detail. Enable CMS, generate API credentials, and optionally restrict access to specific domains. Published pages under this project become available through the public headless CMS API — see the CMS topic for how to integrate.
A project must exist before you can schedule content from the planner to its social accounts. Milestone progress drives the project's overall percentage — keep them small and concrete. Use the Documents tab inside a project to keep client briefs, SOWs, and reference files in one place. Cancelled projects are kept for audit — they're hidden from the active board but show up in reports. Install the AI Agents Milestone Status Rollup and Project Completion Rollup blueprints to have milestone and project statuses advance automatically as tasks are completed.
Access groups → `projectAdd`, `projectEdit`, `projectView` to control who can create, change, or see projects. Plan limits set `maxProjects` — the number of active (non-DELETE) projects a company can hold. Settings → AI instructions → 'project' to customize how the AI summarizes project status. CMS credentials (token and API key) are generated and rotated from the project CMS tab — only admins and users with project edit access can manage them.