Projects
Group tasks and events by project, with its dates, its status, and what the assistant should know to file them well.
Updated November 4, 2026
On this page
Vallet launch
In progress4 / 5 tasks
- Scope the project with the client
Mon 20 - Sign off the mock-up
Wed 22 - Send the revised quote
Fri 24 - Prepare the visuals
Tue 28 - Schedule the announcement
Thu 30
Files
- Client brief
- Budget
- Pitch deck
Next deadline
Schedule the announcement
Thu 30
Create a project
Step 1 of 3
- Open Projects.
- Click New project.
- Give it a Name and, if you like, a Description, a Color, a Start, an End and a Status, then Create.
File the tasks
- Drag a task from one column to another to file it; Unfiled gathers those without a project.
- On a task, the Project field does the same.
- The assistant recognises a request's project (same client, same thread, words of the subject) and offers Add to the project, or to create the project that's missing.
What the assistant should know
On the project page, the assistant · Project instructions, then Describe the project: what it's about, Who does what (Lead, Approves, Does the work, Kept informed, Client contact) and your Rules “When… Then…”. The assistant uses it to answer and to share out the work by role.
Put on hold, finish, archive
A project's Status is Active, On hold or Done. Options gives Edit, Archive and Delete. When all its tasks are done, the assistant asks whether to close it.
Related articles
- Create and assign a taskAdd a task in one line, then give it a status, a priority, dates, a project and its owners.
- The task list and boardSwitch between the list and the board, filter by priority, status, person or project, and drag tasks to arrange them.
- Answer the assistant's questionsThe assistant spots what is stuck — an urgent task with no owner, a duplicate, an overloaded day — and offers the next step in one click.
- Documents and notesWrite Notion-like pages (notes, procedures, meeting notes) and, in a team, keep files and received attachments in order.
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