Project Management
Project teams with PM, member and viewer roles, plus tasks and due dates.
Add-on: PM
Add-on module. The projects are the core projects; this module adds teams and tasks.
Who sees what
- Owners and admins: every project.
- Project Manager role (created when the module is switched on): only projects where they are on the team. Other projects are not visible at all.
Team roles
| Role | Can |
|---|---|
| PM | Change the project, manage the team, create and manage all tasks |
| Member | Work on the tasks assigned to them |
| Viewer | Only view |
A project always has at least one PM.
Step 1 — Create the project
Menu Project Management → Projects & Teams → Add. The creator becomes the PM. An admin can name someone else as PM directly.
Step 2 — Build the team
Open the project → Team → add company members and choose their role.
Step 3 — Tasks
Menu Tasks: title, description, assignee (a team member), priority, start date and due date. Statuses: To do → In progress → Done, or cancelled by the PM.
- The assignee and the PM can change the status. Only the PM cancels or deletes.
- The creator of a task can edit it while it is still To do.
My tasks
Menu My Tasks: your tasks across all projects. Tasks due today or overdue appear in the notification bell.
Last updated 28 Oct 2026