Project Management
The project workspace holds the information needed to deliver a piece of work. It can come from an activated brief or start as an empty draft project.
Project header
Section titled “Project header”The header shows the project name, colour, status, client, budget, cost, and key dates. Depending on your access, you can update the colour and budget or delete the project from here.
Every project gets a rounded-square colour identifier. Select the colour beside the project name to change it. The same colour appears in the sidebar, project cards, Kanban cards, and master-project hierarchy.
Project tabs
Section titled “Project tabs”| Tab | Use it for |
|---|---|
| Timeline | Tasks, dates, milestones, dependencies, assignments, and schedule conflicts |
| Team | Members, roles, workload, rates, and project access |
| Brief | The live project brief in a full-height Markdown editor |
| Files | Project assets and linked delivery files |
| History | Status, task, comment, file, and project activity over time |
Project owners can edit the brief. Changes save when the editor loses focus, so click outside the editor and confirm the updated content before leaving the page.
Build an empty project
Section titled “Build an empty project”If the project was created without Brief Builder, start with these actions:
- Add the project brief.
- Add key dates and milestones.
- Add team members with the right project access.
- Create tasks with assignees, estimates, priorities, and dates.
- Check the Gantt timeline and resolve schedule conflicts.
- Set the budget and confirm rates if cost tracking is required.
The timeline fills as dated tasks and milestones are added.
Access and responsibility
Section titled “Access and responsibility”Project owners and administrators can manage more settings than normal project members. Task and schedule controls also depend on organisation capabilities and client access. Runnit hides or disables controls that the current user cannot use.
For connected work, see Master Projects, Task Management, and Project History.