Managing Projects

Projects let you organize related deals and tasks under a single umbrella. Use them for large client engagements, cross-team initiatives, or any work that spans multiple deals.

Creating a Project

Navigate to Projects in the sidebar.
Click New Project.
Enter a project name and an optional description.
Click Save.

Linking Deals and Tasks to a Project

Once a project exists, you can link deals and tasks to it:

When creating or editing a deal, select the project from the project dropdown.
When creating or editing a task, select the project from the project dropdown.

You can also link items from the project detail page directly.

Project Detail Page

The project detail page gives you a consolidated view of everything in the project:

Overview — Project name and description (inline editable).
Deals — All deals linked to this project, with their status.
Tasks — All tasks linked to this project, with their status and due dates.
Notes & Activity — Project-level notes and a timeline of activity.

Use Cases

Client onboarding — Group the sales deal, setup tasks, and follow-up tasks into one project for a single client view.
Product launch — Track deals with early customers alongside launch preparation tasks.
Quarterly initiatives — Organize all deals and tasks for a recurring business cycle in one place.
Multi-deal clients — Clients with several concurrent deals benefit from a project to see the full picture.

Filtering and Sorting

The projects list supports sorting by name and creation date.

Deleting a project unlinks all associated deals and tasks — they are not deleted, just detached from the project. Notes attached directly to the project are permanently removed. This action is permanent.