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Find projects, tasks and project documents

Projects brings project work into one place. Start with the project list, then open the project whose work you want to review.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Review a project workspace

  1. Open Projects.
  2. Select an existing project.
  3. Review its task List. The same project also has Chat, Milestones and Time logs destinations.

Opening these destinations does not create a task, start a timer or send a message.

Review project settings

Open the selected project’s settings to review Project Details. Information, Notifications and Integrations refer to that same project. Saving details, changing members or connecting an integration are separate actions.

Find project documents

Open Documents in project management to review the document list. Create your first document appears when there are no documents to show. Reading this page does not create or share a document.

If a project action is missing, check your project access with a workspace administrator; creating, updating and deleting projects have separate permissions.

Projects list header with its Project action
Project Documents page showing Create your first document
Project Details settings with information and member sections
Project task list with status, priority, labels, due date and assignee columns

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