Projects
Delivery projects: the work board, files, people, milestones, budget and closeout for each piece of client work.
Complete Guide
Updated Sep 25, 20266 min readBy Sebastian StreiffertFrequently asked questions
When should I use a project instead of a task?
A task is a single next action on a record. A project item is tracked work with a status, an assignee, and a board position, usually part of a larger piece of work.
What happens when a project is completed?
Complete project records who accepted it, a summary, the support owner, handoff notes and a retrospective. It sets progress to 100% and releases the project's bookings.
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