Create Your First Project
A project is the workspace for a single product, initiative, or phase of work. All specs, cards, boards, and members live inside it.
What a project contains
Section titled “What a project contains”| Element | Purpose |
|---|---|
| Spec pages | Written requirements and feature descriptions |
| Cards | Individual, approvable requirement items |
| Boards | Kanban-style views of card status |
| Members | Providers and Clients working on this project |
| Integrations | Jira connections and other linked services |
Creating a project
Section titled “Creating a project”- From the main navigation, click Projects
- Click New Project in the top right
- Enter a project name — keep it descriptive (e.g. “Mobile App v2”, “Checkout Redesign”)
- Click Create
You are automatically added as the project creator with full Provider permissions.
Project settings
Section titled “Project settings”Once created, access settings via Project → Settings. From here you can:
- Rename the project — update the name and optional subtitle at any time
- Add tags — tag projects to group or filter them across your account
- Manage members — invite Providers and Clients, change roles, remove members
- Configure card templates — set up the card types available in this project
- Manage integrations — connect Jira at the project level
Structuring multiple projects
Section titled “Structuring multiple projects”If your organisation runs several workstreams simultaneously, use separate projects rather than trying to fit everything into one. Each project has its own member list, spec structure, and boards — they are fully independent.
Teams can be added to a project all at once: go to Project → People → Add Team to bring in a pre-configured group of users with a single action.
Archiving a project
Section titled “Archiving a project”When work is complete, you can archive a project. Archived projects remain readable but cannot be edited. They are hidden from the active projects list but accessible from the archive view.