Project*

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In short: Projects are containers to manage a defined scope of work. They can also be linked to strategic elements, like Goals or Roadmaps, and involve multiple Teams for better collaboration. Projects provide a way to align work execution with broader company objectives. You can manage Projects at both the Team and Workplace levels, and use the drawer to define properties, link to other items, and analyze progress.

What are Projects?

In Timebook, Projects are containers for a defined scope of work. You can populate them with and connect them to high-level elements like or , providing a stable link between strategy and execution. Projects also serve as platforms for cross-team collaboration.

There is great flexibility in how Projects link to other Timebook objects. You can use their drawers to manage all the connections. You can link Projects to the following Timebook objects:

Goals: To align your work with strategic objectives.
Initiatives: To align your work with specific areas of focus.
Roadmaps: To track progress toward longer-term milestones.

Each Project can be assigned to multiple . This allows different Teams to contribute their expertise and ensures smoother progress.

Managing Projects in dedicated modules

In Timebook, Projects can be managed at two levels for added flexibility. You can either focus on all the work from a Team perspective or see all Projects in .

No matter which Project module you use, there are two pre-configured views to help you focus on different data: [Current & Upcoming] for in-progress Projects and [Completed] for finished ones. These views are displayed above the list of Projects.

[Projects] module at the Workplace level

This module helps you focus on the big picture. You can view all the Projects in your entire Timebook Workplace. You can also navigate directly to a Project by clicking on its card.

You can open the [Projects] module from the Navigator on the left.

[Projects] module at the Team level

Each Timebook Team has a dedicated module for managing Projects, offering multiple perspectives through different data layouts.

Only Projects assigned to the Team are listed here, making it perfect for tracking both planned and completed work. However, a Project can be assigned to multiple Teams and appear in their respective [Projects] modules, serving as a platform for better collaboration.

As a Project Manager, you can use Projects to organize work and track progress. You can also link Projects to other Timebook objects to ensure everyone stays aligned with the overall strategy.
As a Team Lead, you can use Projects to easily monitor the work assigned to your team, track both current and upcoming efforts, and review completed work.

All [Projects] modules include the [Manage view] section that lets you customize how Projects are displayed. You can choose , such as List or Timeline, to best suit your needs. Filters are also available to narrow down the Projects shown, for example, by date range or status. Additionally, you can save these customized views either as public, for all members to access, or as private, for your personal use.

Creating a Project and adding Work Items to it

You can create Projects in the following places in Timebook. Regardless of where you create a Goal, the process is nearly identical:

In the dedicated module at the Workplace level, where you create Projects and assign them to selected Teams.
In the dedicated module at the Team level, if you want to create a Project specifically for this Team.

Click [Add a Project] in the top-right corner of the module.
Give your new Project a meaningful name.
You must assign this Project to at least one Team using the dedicated selector.
At this stage, you can also:
Assign the Lead for the Project.
Add a short description of the Project or define other basic properties.
Click [Create...] to save your changes. The new Project's card opens and you can edit its details, fill it with Work Items, or access other available options.

After you create a Project, you can create Work Items in it. Open the Project's card, click the [+] button at the top of the list, and start creating Work Items. For more information, see Creating a Work Item

You can also add existing Work Items to a Project. To do so, use the [Project] field on a Work Item card and select the desired Project.

Project cards

Each Project card in Timebook has two areas of focus:

The main area displays the contents of one of the tabs you can select at the top, next to the Project's name. See below for more information on available tabs.
You can also expand the Project's drawer using the dedicated button in the top-right corner. The drawer will occupy the right side of the screen, showing the Project's statistics, basic properties, and linked Timebook objects. See below for more information on the drawer's contents.

In the top-right corner of the card, you have two additional options to keep your Project accessible:

[Add to Bookmarks] saves the Project for future reference. You can find it by opening the [Bookmarks] module in the Navigator.
[Pin to Navigator] adds the Project to the [Pinned items] area of the Navigator. You can quickly jump to the pinned Project using the menu on the left, no matter where you are in Timebook.

We have a dedicated article on how to use pins and bookmarks to keep your important objects always within easy reach.

For more information, see Bookmarks & pins*

Project cards: tabs

Each Project has three tabs located at the top, next to the Project's name:

The [Summary] tab in a Project

You can use this tab to add text, images, and references to provide additional Project information. Think of this tab as a canvas for describing and showcasing your Project. The [Summary] tab functions like a page in Timebook Documents. For more details on working with page content, see Blocks*

The [Work] tab in a Project

This tab is where you manage all Work Items within a Project. You can open any Work Item to view or edit its details. To create a new Work Item inside a Project, click the [+] button at the top of the list.

Other features of this tab:

You can manage many items at once using the [Edit multiple items] button. After clicking it, an overlay will appear, allowing you to select multiple or all items and apply specific actions to them. This feature lets you quickly move items in bulk to a different Project, change their status, or delete them permanently.
You can also use the [Manage view] button to apply different layouts or filters and view your work from various perspectives. We have dedicated articles that explain how to manage data views and layouts in several Timebook modules, including this one. For more information, see Layouts & views*

The [Updates] tab in a Project

This tab is a collaborative space where members from different Teams can share information, provide feedback, and post important news about the Project. It serves as a message board, allowing everyone involved to stay updated. You can create new posts, reply to existing ones, add reactions, and mention specific Team members using the @ key.

The tabs presented above are not exclusive to Project cards.

Cards of other object types in Timebook, such as Sprints or Initiatives, have nearly identical designs.

Project card: drawer

The main area primarily helps you manage Work Items within a Project, while the drawer allows you to define properties and analyze Project metrics. You can open the drawer using the button in the top-right corner of the Project card and collapse it again when you want to focus more on the work itself.

The Project drawer consists of the following sections:

The [Properties] section in the Project drawer

This section provides key details for defining and managing a Project effectively. It includes options to set the Project's status, assess risks, assign a date range, and designate a lead. You can also assign specific Teams to the Project using the dedicated selector.

Additionally, there are fields you can use to include the Project in a selected Roadmap or Initiative, aligning it with broader strategic efforts and plans. See below for more information about linking Projects with other Timebook objects.

The [Linked Goals] section in the Project drawer

This section allows you to associate a Project with specific Goals. Each linked Goal card displays its title and a key result that helps track progress toward achieving the Goal. See below for more information about linking Projects to other Timebook objects.

The [Metrics] section in a Project drawer

This section provides an overview of the current status of all Work Items within the Project. It includes the following data:

[Work Items in scope]: displays the total number of Work Items in the Project.
[Started]: shows how many Work Items have been started (moved past the "To-do" status).
[Done]: indicates how many Work Items have been completed.

Below these metrics, there's a chart visualizing the progress over time, helping track changes in the status of Work Items. The chart provides a visual reference to understand the Project's overall status and work completion pace, making it easier to assess progress at a glance.

The chart updates dynamically, showing real-time changes as Work Items are added or completed.

As mentioned above, one of the key benefits of using the drawer is the ability to easily link your Project to other Timebook objects. These linking options help connect the work within the Project to various elements of your organization's strategy, creating a path from objectives to execution.

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