Projects & Initiatives
Organize work into projects with milestones, and connect them to higher-level strategic initiatives.
Projects and initiatives give your workspace a hierarchy for organizing work beyond individual actions.
Initiatives
Initiatives are high-level strategic goals — the "why" behind your work. They represent outcomes you're driving toward over weeks or months.
Initiative Properties
| Property | Description |
|---|---|
| Name | The strategic goal |
| Description | Context and objectives |
| Status | Planned, Active, Completed, or Archived |
| Owner | The member responsible |
| Icon & Color | Visual customization |
| Target date | When the initiative should be achieved |
| Labels | Workspace-level tags |
Connecting Projects
Link one or more projects to an initiative to show which concrete work supports it. This creates a top-down view: Initiative → Projects → Milestones → Actions.
Projects
Projects are collections of related work — a feature, a campaign, a product launch. They contain actions, milestones, and documents.
Project Properties
| Property | Description |
|---|---|
| Name | Project title |
| Description | Rich-text project details |
| Status | Planned, Active, Paused, Completed, or Canceled |
| Lead | The member driving the project |
| Initiative | Optional link to a parent initiative |
| Icon & Color | Visual customization |
| Start date | When work begins |
| Target date | When the project should be completed |
| Labels | Workspace-level tags |
Working with Projects
- Assign actions — Set a project on any action to group it under this project
- Create milestones — Break the project into deliverables with target dates
- Add documents — Attach project-specific documentation
- Track progress — View completion percentage based on action statuses
- Add comments — Discuss the project with your team
Milestones
Milestones are key deliverables within a project — checkpoints that mark meaningful progress.
Milestone Properties
| Property | Description |
|---|---|
| Name | The deliverable |
| Description | What this milestone represents |
| Target date | When it should be completed |
| Project | The parent project |
Assign actions to milestones to track which work contributes to each deliverable. As actions are completed, milestone progress updates automatically.
The Hierarchy
Initiative (strategic goal)
└── Project (concrete work)
├── Milestone (deliverable)
│ └── Actions (tasks)
├── Milestone
│ └── Actions
└── Actions (not tied to a milestone)This hierarchy is flexible — you can use any level independently. Create standalone projects without initiatives, or actions without projects. Use what fits your workflow.