Tutorial · Projects
Projects give you Kanban boards for work that has a beginning and an end. Cards carry owners, deadlines, checklists, and an audit trail, approval columns gate what moves, and you can attach an entire recurring Flow as a card.
5 min read · Managers and teams
The project board
Open a project to see its board. Columns move left to right, and every card is a real piece of work with an owner, a due date, labels, and a checklist. The project header shows progress, the team, and a health badge (On track, At risk, Paused). Toggle between Board and List, filter, or narrow to just your cards.
Six pieces make a project board work.
Walkthrough
Give it a name, a color, and an optional target date. Three columns (To do, In progress, Done) are created for you.
Rename them to match how your team works and add columns like Approval or Blocked. Drag to reorder.
Create a card per piece of work, assign an owner, set a due date and priority, and add a checklist so the detail lives on the card.
When the project needs a recurring process, attach a Flow run as a card. The board shows its progress; the Flow enforces its steps and approvals.
Mark a column as an approval column and pick approvers. Cards moved there wait for a recorded decision before continuing.
Set the project to On track, At risk, or Paused with a short note, so anyone can read the status at a glance.
The blend
A project is rarely just loose tasks. When it needs a formal process, you attach an entire Flow as a card, for example a purchase approval with a finance gate and an audit trail. The project manager watches the card advance on the board; finance runs the process with full control.
Use a project for work with a beginning and an end and many moving parts (a launch, an implementation). Use a Flow for work that repeats the same steps every time (onboarding, month-end close). A project can contain Flows; the two are designed to work together.
A project is an initiative run on a visual board where you drag cards. A Flow is a recurring process that advances step by step. Use projects for one-off initiatives, Flows for repeating processes, and attach Flows to projects when you need both.
Yes. Every card move, comment, approval, and attachment is recorded with an immutable timestamp, so a project stays auditable from start to finish, with exportable history.
On the Starter plan you keep up to 3 active projects at a time (archived projects don't count). Business and Enterprise are unlimited.
Yes. The board-and-card grammar is the same one your team already knows. The difference is that here a project comes with formal approvals, an audit trail, and the ability to attach your recurring processes.
See how a project board attaches Flows, gates approvals, and stays auditable, on a guided demo.