Projects#
Projects group related tasks under a shared goal. They are ideal for post-sale activities such as customer onboarding, implementation engagements, or internal campaigns. A project has a start date, an end date, a status, and an owner. Project milestones let you break the timeline into phases.
Every project can be linked to a Contact, a Company, or an Opportunity, giving your team full context about why the work is being done and who the customer is. Project progress is calculated automatically based on how many of its tasks are marked Complete.
Projects — Onboarding: Globex Corp
Globex Corp Onboarding
Apr 1 – May 15 · Sarah Chen
Progress
68%
Kickoff & Discovery
3/3 tasksComplete
Data Migration
4/6 tasksIn Progress
Training
0/4 tasksNot Started
Go-Live
0/2 tasksNot Started
- 1Navigate to Projects in the sidebar and click "+ New Project".
- 2Enter the project name, start and end dates, and assign an owner.
- 3Link to a Contact, Company, or Opportunity using the Related To field.
- 4Add milestones by clicking + Add Milestone and naming each phase.
- 5Create tasks within each milestone using the inline task creator.
- 6Share the project with team members using the Members tab.
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Project templates let you save a project structure (milestones + tasks) and reuse it. Configure templates under Settings → Project Templates.