Skip to content

Projects ​

A project is a container for tasks. It has a name, a description, a status, and optionally a parent.

Inbox ​

Every account has an Inbox project. It is not special machinery — it is a normal project marked as the default — but it is where a task goes when you do not say otherwise, including everything from the dashboard's quick-add box.

Treat Inbox as a landing strip, not a home. The routine is to capture into it and move things out later.

Status ​

StatusMeans
Activein flight
On holdpaused, still real
Donefinished
Archivedout of the way

The project list defaults to hiding archived projects; Include archived brings them back. Archiving is the reversible way to reduce noise — prefer it to deleting, which takes the tasks with it.

Nesting ​

A project can have a parent project, giving you a tree — a client with a project per engagement, a product with a project per release.

Nesting affects task lists: from a parent project you can roll up its whole visible sub-tree rather than looking at one level. The task list caps that at 500 tasks rather than the usual 200, and tells you when there are more, so a wide tree does not quietly truncate.

Templates ​

New project from template creates a project with its structure already in place, which is what you want when the same shape of work recurs — an onboarding, a monthly close.

Templates are made from existing work: turn a project you have already run into a template, and instantiate it next time. See Templates for the API surface.

What lives on a project ​

Tasks, comments, attachments, tags, custom fields, and links to other records. The View in graph action opens the project in the knowledge graph with its links drawn around it.

Deleting ​

Deleting a project is not the tidy-up tool. Archive removes it from view and is undoable; delete is not, and the tasks inside go with it. If the goal is "I do not want to see this any more", archive is the answer.

Kancil — one workspace for contacts, work and money.