What a project is
A project is one area of work: a product launch, "Marketing", "Weekly newsletter". It holds the tasks your agents and teammates work on, so you can see how that area is going.
Where projects live
The Projects section of the sidebar lists your projects. Click one to open it. Drag projects to reorder them.
To create one, click the add button on the Projects header (or the quick action on Home), give it a name and, if you like, a description. Only workspace owners and admins can create projects.
The project page
A project opens on its board: one column per status, with the tasks as cards. Use the Board/Calendar toggle at the top to switch to the calendar, where tasks with dates and your agents' scheduled runs appear on their days.
The top line of the page holds, from left to right:
- the project's name, which you can click and edit in place,
- the view's own controls, such as Filter,
- the Board/Calendar toggle,
- who else is online (see Seeing who's online),
- the favourite star (see Favorites and recents), the eye button, and the ... menu.
The eye button shows or hides the project's icon and description. Owners and admins can click the description to edit it. Changes save when you click away.
Columns
Every new project starts with five columns: Backlog, To Do, In Progress, In Review and Done. New tasks go into To Do.
Owners and admins can add, rename, recolour and reorder the board's columns. To Do, In Progress and Done are built in: every project has them, and they can't be renamed or deleted, because Claos and your agents use them to know what's started and what's finished. Add any other columns you need around them.
Deleting a project
Open the ... menu and choose Delete project, then type the project's name to confirm. The project and its tasks go to Trash, where they can be restored.
Projects from a pack
If your workspace started from a pack, it came with a project whose tasks are already assigned to the pack's agents. It's an ordinary project: rename it, change its columns, delete the sample tasks. See Customizing a pack.
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