Manage projects
Create, edit, archive and restore task projects, choose their team, and tailor each project’s workflow and custom fields.
Manage Projects is where you set up the projects your team’s tasks live in: who is on each project, what it looks like and which statuses its board uses. Open it from the sidebar: Tasks Management → Manage Projects.
Your starting projects
Every new agency starts with five projects, each with you as its first member: Brand & Creative, Content Studio, Social Media, Performance Ads and Web Development. Each has the statuses To do, In progress, In review and Done. Rename, change or archive them to fit how your agency works.
The project list
- The cards at the top count the projects in view, their Team members and their Connected tasks.
- Each row shows the project, its Team, its number of Tasks, Progress (share of tasks completed) and when it was Updated. Click a project’s name to open its tasks.
- Search by project name. Status switches between Active and Archived projects.
Create a project
- Click New project (callout 1).
- Type a Project name, for example “Website relaunch”. Names must be unique among active projects.
- Add a Description and pick a Project color.
- Under Project team, search for and select the teammates who will work on it. Only these people can see and work on the project’s tasks; you’re added automatically.
- Click Create project.
The project appears in the sidebar under Tasks Management for every member.
Change the team or details
Click Edit on the row, change the name, description, color or team, and click Save changes. You can’t remove someone who still has open tasks assigned in the project; reassign or clear those tasks first, and AgencyOS tells you which ones.
Tailor the workflow
Click Workflow on the row (callout 2).
- Statuses are the project’s board columns. Use Add status to create one, type over a name to rename it, set its Status color, and use the arrows to change the order. The status tagged Completed is the one that means the work is done.
- To remove a status that still has tasks, click Retire on it, choose the Destination status for its tasks, then click Retire status. Retired statuses can be restored later if the name is still free.
- Custom fields add your own text fields to every task in the project, for example “Ad budget” or “Shoot location”. Use Add field; rename, reorder, retire or restore fields the same way. A retired field’s values stay in task history.
Project members who can’t manage projects can still add a column from the board, but not change the rest of the workflow.
Archive and restore
Archive closes a finished project. Its tasks become read-only and it leaves the sidebar, but nothing is deleted. To reopen it, set Status to Archived and click Restore. If another active project now has the same name, rename one of them first.