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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.

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.

TabUse it for
TimelineTasks, dates, milestones, dependencies, assignments, and schedule conflicts
TeamMembers, roles, workload, rates, and project access
BriefThe live project brief in a full-height Markdown editor
FilesProject assets and linked delivery files
HistoryStatus, 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.

If the project was created without Brief Builder, start with these actions:

  1. Add the project brief.
  2. Add key dates and milestones.
  3. Add team members with the right project access.
  4. Create tasks with assignees, estimates, priorities, and dates.
  5. Check the Gantt timeline and resolve schedule conflicts.
  6. Set the budget and confirm rates if cost tracking is required.

The timeline fills as dated tasks and milestones are added.

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.