Projects

Projects turn a goal into a finishable body of work. Each project has a status, date range, category, notes, links, and a list of tasks.

Create one from New → Project, then connect it to a goal when relevant. Projects can also stand alone.

A project with its status, dates, linked goal, outcome, and tasks.

Choose the view that fits the question:

Timeline shows when projects overlap.
Board shows projects by status.
Calendar makes dates easy to move and resize.

Calendar makes project dates easy to move and resize.

Use filters to narrow projects by category or status. Keep project titles outcome-based—“Publish launch site” is clearer than “Website.”

Tip: if a project has no clear finish, it may be a category. If it can be completed in one sitting, it is probably a task.

Project statuses make the portfolio easier to read: Backlog, Planned, In progress, Waiting, Completed, and Cancelled. Keep only a manageable number in progress at once.

Open a project to see its outcome, dates, linked goals, tasks, progress, notes, and links together. This is the best place to regain context after time away from the work.