Skip to Content
ModulesProjects

Projects

The Projects module provides agile project management with Kanban boards, sprints, time tracking, OKRs, and Gantt charts. It is the core module available on all plans.

Key Features

FeatureDescription
Agile boardsKanban and Scrum boards with drag-and-drop
SprintsTime-boxed iterations with velocity tracking
Work itemsTasks, bugs, stories, and epics
Time trackingLog hours against work items
OKRsObjectives and key results with progress tracking
Gantt chartsVisual timeline with dependencies
Client portalsExternal stakeholder access to project status
Labels & filtersCategorize and find work items quickly

Work Item Types

TypeIconUse Case
EpicPurple barLarge feature or initiative
StoryGreen bookmarkUser-facing feature
TaskBlue checkboxGeneral work item
BugRed circleDefect to fix
SubtaskGray dotBreakdown of a parent item

Board Views

Kanban Board

Columns represent workflow stages. Default stages:

  1. Backlog — Planned but not started
  2. To Do — Ready for the current sprint
  3. In Progress — Actively being worked on
  4. In Review — Awaiting code review or QA
  5. Done — Completed

Drag items between columns to update status. WIP limits can be set per column.

Sprint Board

Group work items into time-boxed sprints (typically 1-4 weeks):

  • Plan sprints from the backlog
  • Track sprint burndown and velocity
  • Auto-close or carry over incomplete items

Time Tracking

Log time directly on work items:

{ "workItemId": "wi_abc123", "duration": 120, "description": "Implemented API endpoint", "date": "2026-04-13" }

Duration is in minutes. Time logs feed into:

  • Project budgets and burn rate
  • Employee timesheets in HR
  • Job costing and client billing

OKRs

Set company and team objectives with measurable key results:

  • Objective — Qualitative goal (“Improve customer onboarding”)
  • Key Results — Quantitative measures (“Reduce onboarding time to under 5 minutes”)
  • Track progress as a percentage
  • Roll up team OKRs into company-level objectives

Gantt Charts

Visualize project timelines with:

  • Task bars showing start and end dates
  • Dependency arrows (finish-to-start, start-to-start)
  • Milestone markers
  • Critical path highlighting
  • Drag to reschedule tasks

Client Portals

Give external stakeholders read-only access to project progress:

  • Customizable portal with your branding
  • Clients see project status, milestones, and deliverables
  • Built-in commenting for feedback
  • No seat license required for portal users

Project Settings

SettingDescription
Project keyShort prefix for work item IDs (e.g., PROJ-123)
Default assigneeAuto-assign new items
Sprint durationDefault sprint length in weeks
WorkflowCustom column/status configuration
VisibilityPublic (within tenant) or private

API Endpoints

MethodPathDescription
GET/projectsList projects
POST/projectsCreate a project
GET/projects/:id/work-itemsList work items
POST/projects/:id/work-itemsCreate a work item
PATCH/work-items/:idUpdate a work item
POST/work-items/:id/time-logsLog time
GET/projects/:id/sprintsList sprints
POST/projects/:id/sprintsCreate a sprint

See the API Reference for authentication and pagination details.

Last updated on