Once a project is created, you can track its progress through statuses, linked actions, comments, key themes, and meetings.
Using Statuses
Every project has a status that reflects where it currently stands. You can change the status at any time from the project detail page. See Project Statuses for details on each one.
Adding Actions
Actions are the individual tasks that move a project forward. From the project detail page, open the Actions tab and add actions directly. Each action is linked to the project and appears on your main actions list, dashboard widgets, and calendar.
Pro users can click Suggest Actions to get AI-generated follow-up tasks based on the project goal and what has already been done.
Adding Comments
Use the Comments tab to capture updates, decisions, blockers, or anything else that should be recorded against the project. Comments are shown in chronological order and can be edited or deleted.
Linking Key Themes
Key themes help you connect recurring topics to specific projects. From the Key Themes tab, search for and link existing key themes. You can also remove themes that are no longer relevant.
Viewing Meetings
Meetings linked to the project via the meeting note form appear under the Meetings tab. This gives you a chronological record of all meetings related to the initiative.
Timeline
The Timeline tab shows a chronological log of all project activity, including when the project was created, when actions were added or completed, and when comments were posted. This gives you a quick overview of recent progress without switching between tabs.
Was this article helpful?