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DocsCreating & Managing Projects
Create projects with tasks, stages, and assignments, and run them from the detail page
Click "New Project"
Navigate to Projects in the sidebar and click the New Project button in the top-right corner.
Fill in project details
Enter the project Name, select the Company, choose a Stage, and set a Target End Date. The name field is required.
Assign a team member
If you are a manager or admin, select a user from the Project Owner dropdown to designate who is responsible for the project. Other roles do not see this dropdown when creating a project.
Add tasks
Once the project is created, add tasks to break the work into manageable pieces. Tasks can be created directly from the project detail page.
Track progress through stages
As work progresses, update the project stage to reflect the current phase. Move through stages like Planning, In Progress, Review, and Completed.
| Field | Description | Type |
|---|---|---|
| Name* | The display name of the project. Used in lists, filters, and task associations. | text |
| Company | The company this project is for. Links the project to a client record. Leave it blank to create an internal project. | select |
| Linked Deal | Optionally link the project to a won deal. Only Closed Won opportunities for the selected company can be linked, and each deal can have at most one project. | select |
| Stage | The current phase of the project. Every project shares one fixed set of six stages: Planning, In Progress, Review, On Hold, Completed, and Cancelled. | select |
| Project Owner | The team member responsible for managing and delivering this project. Shown as Owner in the projects list. The Project Owner dropdown is available to managers and admins. | select |
| Start Date | When work on the project begins. Optional. | date |
| Target End Date | The planned completion date for the project. Used for tracking delivery timelines. | date |
| Estimated Hours | The planned number of hours for the project. Optional. | number |
| Budget Amount | The project budget, shown in the project currency. Optional. It feeds the budget-burn bar on the Overview. | number |
| Description | A detailed description of the project scope, objectives, or notes. | textarea |
Click a project row in the list to open a quick preview, then choose Open full record to reach its detail page. The detail view provides a comprehensive overview of the project and allows you to manage every aspect of it.
Detail Page Tabs
- Overview: the core fields (name, company, stage, owner, dates, budget, and hours), any project custom fields, at-a-glance delivery stats, the budget-burn bar, the milestone rollup, and the project's Health card with its status-update composer. Most fields can be edited inline.
- Activity: a chronological timeline of logged activity on the project, such as emails, calls, meetings, and notes.
- Related: the project's tasks, shown in the full set of work views (Overview, List, Board, Calendar, and Timeline, plus an Activity view), and other linked records.
- Files: attachments and linked files for the project, in one place.
From the project detail page, you can create tasks that are automatically associated with the project. These tasks appear both on the project detail page and on the main Task Board, where they can be filtered by project. Each task can have its own assignee, priority, due date, and status. You can break a task into subtasks, mark the ones that matter as milestones, and record what blocks what; see Project Tasks, Milestones & Dependencies.
A project is a first-class record, linked into the rest of the CRM. It can be tied to a company (the client), to the deal it came from, and through the company to the client's contacts. Its tasks, activities, and files live on the record and feed the shared surfaces across the app, so the delivery work is never walled off from the account it belongs to.
To change a project's stage, open the project detail page and select a new stage from the Stage field, or drag the project between columns on the Board view. Every stage change and field edit is captured in the project's change history, the audit record of who changed what and when, which is separate from the Activity timeline (that timeline shows logged emails, calls, meetings, and notes).
The Overview tab includes a Health card showing whether the project is on track, at risk, or off track. Laureo computes an at-risk signal automatically: an active project is flagged when it is past its target end date or has one or more overdue tasks. You can also set a manual health override when you want the last word.
From the same card you can post a status update: a short written note, with an optional health setting, saved to the project's update history. Two AI drafts are on hand: Status update drafts an internal note from the project's recent progress, and Client update drafts a client-safe version you can publish to a shared client link. Both hand you editable text; you review and post. See AI for Projects and Client Project Portal.
Managers and admins can archive projects that are finished or no longer need tracking by selecting them in the list and choosing Archive, which asks for a shared reason. Archiving moves the projects out of the active list; you can still find archived projects through the Archived filter, and restore one when you need it back.
Clone a project from its actions menu to create a new project that copies this one's details as a starting point, handy when you deliver similar engagements repeatedly. The clone is a new, independent project and is not linked to the original's deal.
Custom fields allow you to capture project-specific information beyond the standard fields. For example, you might add fields for a contract reference number, a client satisfaction score, or a project region. Custom fields for projects are configured in Admin > Custom Fields, and they appear on the project Overview, as columns you can switch on in the list, and as filters.