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A project is a workspace for a piece of work your organisation is delivering. It holds tasks, its own set of task statuses and task types, an optional list of goals and objectives, and its own member list. Every project has five views: Overview, Tasks, Board, Gantt and (when it has a description) About. Built for committees, working groups and staff teams that plan work in Orgo rather than in a separate tool, so the people, groups and permissions are already there. Replaces a spreadsheet of action items or a standalone task tracker for internal work. It is not a client-facing or billable project tool: there is no time tracking, no budget and no external sharing. Projects page showing Active and Archived tabs and project cards with a coloured tile, a description and a completed task count with a progress bar

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Turning it on

Projects is a module, off by default: Settings → Modules → Projects → Enable Project Management (ADMIN_TENANT). The same switch also enables project groups, described at the end of this page. A Projects section then appears in the sidebar listing the projects you can open, with a search box past two. Its label can be renamed in the menu organiser. Projects module settings with the Enable Project Management switch turned on and its helper text

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Who can do what

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Creating a project

Projects → Create project. Everything on the form can be changed later in project settings. Saving creates three task statuses: To do, In Progress and Done, with Done marked as a closed status.

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Giving people access

Owner, individual members and group access stack. Add individual members one at a time under Settings → Members: only active accounts qualify, and nobody twice. A member of an access group counts as an editor to the API, so use group access for the people running the project and individual members for people who only follow it. ADMIN_TENANT and HR_TENANT see every project regardless. Project settings Members tab showing the project owner, an individual members list with avatars and a group access tag input

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The project views

Dropping files anywhere on a project opens the new task form with those files attached. Project Overview tab with status and priority pie charts, a needs attention panel, recent tasks and a team workload list

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Goals and objectives

Switch on Goals in the project’s task options, then open Objectives & Goals from the project header. A goal groups tasks into a phase or milestone: a name, an optional description, an optional parent objective, optional start and end dates. Tasks then carry a Goal field, the task list groups and filters by goal, and goals get their own Gantt bars. An objective sits a level above goals, for projects with several strands of work; turn them on with the Objectives switch on the goals screen. An objective has a name, description, colour and date range, and goals are dragged into it. With objectives off you get one flat list. Both reorder by dragging, and deleting a goal leaves its tasks in place without a goal. Objectives and goals screen with two expandable objective sections, each with a colour dot, its goals nested underneath, and add objective and add goal buttons

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Project settings

The cog in the project header opens General (the create-form fields plus the danger zone), Members (owner, individual members, group access) and Statuses & types. Statuses and types are specific to this project: each status has a name, a colour and a Mark as closed switch deciding whether tasks in it count as complete; each type has a name and a colour. Archive project moves it to the Archived tab, still readable and unarchivable from there. Its tasks stop sending assignment, status, comment and reminder emails and drop off the dashboard My Tasks card, but still appear in the daily task digest. Delete project is permanent and takes the tasks, goals, objectives, statuses and types with it.

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Projects and project groups

The same module switch also turns on an older feature that uses the word project. A project group is an ordinary group with issue tracking switched on, created from Issues → New: it gains an Issues tab with its own issue statuses and types, lives with the group rather than on the Projects page, and issue tracking can only be set at group creation. See Issues. A project in the sense of this page is a separate record with its own members, tasks, board, Gantt and goals, listed under Projects in the sidebar. It can grant access to groups, but it is not one. Starting fresh, use Projects; project groups remain for organisations already tracking issues inside their groups.
  • Tasks - everything a task holds and how the reminders work
  • Issues - the group issue tracker and project groups
  • Groups - the groups a project can grant access to
  • Permissions - what ADMIN_TENANT and HR_TENANT unlock
  • Notifications - the member-side notification switches