Projects Overview

The Projects section is the central workspace where your team and clients collaborate on a piece of work. Each project bundles a kanban board, a list view, files, contacts, references, and a complete activity history into one place.

The Projects directory, with category filters and per-project status.

What Projects Are

A project is a WordPress custom post type (project) that represents one body of work — a website build, a campaign, a service engagement, an internal initiative. Each project has:

• A unique project number (auto-issued from a configurable starting point)
• A client assignment — links the project to a client company
• A project lead — typically a team member, optionally a client user
• A status — Open, In Progress, In Review, Submitted, Needs Client Action, Completed, On Hold, or Cancelled
• An active flag — separate from status; lets you put a project "On Hold" without losing its status
• Start and due dates
• A category for grouping
• Configurable tabs (Board, List, Overview, Timeline, Files, Team, Reference, Decisions, Scope, Process, Status, Calendar) — each project can enable or disable individually
• An activity log that records every change

Quick Glossary

Term	What it means
Project	One body of work, one URL, one set of tabs
Project Template	A reusable project blueprint — copy it to start a new project pre-loaded with lists, cards, descriptions, and configuration
Project Number	Auto-incrementing sequence shown in the toolbar; configurable starting point in Settings
Project Category	Taxonomy term that groups projects in the sidebar; templates have their own separate taxonomy
Card	A unit of work on the Board / List view — the project's equivalent of a task
List	A column on the Board (e.g. "To Do" / "Doing" / "Done")
Active / On Hold	Projects can be paused without changing status; an "On Hold" badge appears on paused projects
Activity Log	Side drawer showing every recorded change to the project and its cards
Reference	Tab where you link related resources, assets, locations, tickets, contracts, or intakes
Transfer	A file-transfer link (inbound or outbound) attached to a project

The Projects Page

Open Projects from the main left sidebar (/projects/). The screen has:

Top toolbar

• Page title and breadcrumb
• Templates button (admin/editor only) — switches to the Project Templates view
• Create Project button — opens the Create Project modal

Left sidebar (admin / editor / representative only)

• All categories with a count badge
• One row per project category with its count
• A gear icon to Manage Categories
• View Archived button — shows archived projects only

Main table

• A count badge at top-left ("X projects")
• A Search Projects input
• A bulk-actions bar (admin/editor only) that appears when you select projects — assign category, archive selected
• A table with: Project No, Project Name, Company, Category, Last Modified, Status, Actions
• Per-row actions: open, edit, archive

The Project Workspace

Click any project to open the workspace at /project/<slug>/. The page boots with a brief loading overlay (spinner + progress bar) so you don't see the layout shift, then reveals:

Toolbar (top)

• Project: <name> — click to inline-edit (when you have edit permission)
• Project Number and the date button (opens the Project dates popover)
• Status badge — click to change status from a dropdown
• Assigned users — avatars with live-online pulse indicator
• Manage Project Members button (person+gear icon) — opens the Project users popover
• Three-dot menu (admin-level roles): Export Tasks to Excel, Make Template, View Activity Log
• Company label on the right

Tabs row

The tabs that are enabled for this project. Order is configurable.

Tab content

The active tab's content, lazy-loaded as needed.

Project Tabs

Each tab can be enabled, disabled, and reordered per project:

Tab	Default state	Purpose
Board	Enabled	Kanban view: lists with cards, drag-and-drop, comments, checklists, tags
List	Enabled	List view of the same cards — better for scanning many cards at once
Overview	Disabled	A rich-text description editor + project files in a single page
Timeline	Disabled	Date-based view of cards with start/due dates
Files	Auto-enabled when files exist	Project-wide file browser, transfers, bulk download
Team	Auto-enabled when contacts exist	Project members and contact directory
Reference	Disabled	Linked items (resources, assets, locations, tickets, contracts, intakes, URLs)
Process	Disabled	The project's stages as blocks, with the latest update — see Project Stages
Status	Disabled	Stage stepper with photos, client to-dos and sign-off — see Project Stages
Calendar	Disabled	The project's cards and start-to-due span on a calendar — see Project Calendar

The Files and Team tabs are auto-managed — Files turns on when files are uploaded, and Team when two or more people are on the project.

When the tabs don't all fit, tabs you're not on shrink to icons, and if needed the last ones move into a More menu.

Beyond being switched on, each tab can also be shared with the client or kept internal, independently — see Per-Project Tab Configuration for how to change this and how client access works.

Statuses

Every project has a status, set from the badge dropdown in the toolbar:

Status	Color	Typical Meaning
Open	Blue	New, ready to start
In Progress	Cyan	Active work happening
In Review	Cyan	Waiting on internal review
Submitted	Cyan	Delivered to client, awaiting feedback
Needs Client Action	Yellow	Blocked on client input
On Hold	Yellow	Paused — see the separate Active flag
Completed	Green	Finished
Cancelled	Red	Abandoned

The status badge also appears in the project list table and on dashboard widgets.