Creating and editing projects

Editors and admins create a project on the Projects page with the + (New Project) button, in four steps. Afterwards you can change the name and description, and as an admin also the billing and AI settings.

New project

1. Open Team → Projects and click the + (New Project) button in the top right.
2. Fill in Project name and Project description. If your team is connected to Google Drive, the Google Drive folder field lets you choose which folder the project's own folder is created in. The + AI Generate Tasks button asks the AI to suggest tasks from the project type and description; you can edit them before saving.
3. Tasks – starting tasks with a name, description and assignees.
4. Select users – the project members.
5. Project Summary – check everything, then click Save. The new project page opens.

You can also start a project from a template – see the article on project templates.

Editing

On the project page use the ⚙️ Settings button in the header, or the project card's menu, to open Edit Project. Here you change the name and description, and there are two expandable sections:

• Billing Settings – customer, currency, hourly rate, overtime rate, purchased time, billing and accumulation period, payment method, payment due days and VAT. The project's statements are built from these.
• AI Meta Settings – exclude the project from AI processing, and use keywords to decide which task incoming emails and screenshots are attached to.

Saving the billing and AI settings requires admin rights. Manage the project members on the project page under Project members.

If the description contains a checklist, you can tick its boxes directly in the project overview.

Projects cannot be deleted from the app.