Projects

Projects are the central organizing unit for your work. They bring together code repositories, files, feedback, and workflows into a single, manageable space.

What is a Project?

A project represents a distinct piece of work—a client engagement, product, or initiative. Each project can include:

  • Connected GitHub repositories
  • Files and folders (with hierarchical organization)
  • Multiple feedback boards
  • Linked workflows and tools
  • AI-generated insights and reports
  • Portfolio images for showcasing

Creating a Project

When you create a project, you'll provide:

FieldDescription
NameThe project's display name
SlugURL-friendly identifier (auto-generated from name)
DescriptionOverview of the project
ClientOptional client association

Project Settings

Visibility

Projects have two main visibility settings:

  • Private - Only visible to team members
  • Public - Visible on your public profile (when enabled)

Public projects showcase your work to potential clients or employers while keeping internal details private.

Feedback Visibility

Control whether your project's feedback boards are publicly accessible:

  • Public feedback - Anyone can view and submit feedback
  • Private feedback - Only team members can access feedback boards

This is separate from project visibility—you can have a public project with private feedback.

Tech Stack

Add skills/technologies used in the project. These appear as tags on your public profile and help categorize your work.

Result Blurb

A short (120 characters) summary of the business outcome. Example: "Reduced processing time by 40% through automation."

Custom Task Statuses

Each project can define its own Kanban workflow statuses:

  1. Go to project settings
  2. Add custom status columns (e.g., "Review", "QA", "Deployed")
  3. Set colors for visual distinction
  4. Choose a default status for new tasks

Project-level statuses override team-level defaults when viewing that project's tasks.

GitHub Integration

Connect GitHub repositories to track activity and pull in context.

Connecting Repositories

  1. Navigate to your project's Repos tab
  2. Click Connect Repository
  3. Select from your authorized GitHub repositories

What Gets Tracked

  • Pull Requests - Open, merged, and closed PRs
  • Issues - Bug reports and feature requests
  • Commits - Recent activity and contributors
  • Stats - Lines added/removed, commit frequency

Project Items

PRs and issues become "Project Items" that you can:

  • View in a unified timeline
  • Filter by status and type
  • Link to insights and feedback

Files & Folders

Organize project documents, assets, and deliverables with hierarchical folder support.

Folder Structure

Create nested folders to organize files:

Project Files/
├── Designs/
│   ├── wireframes.fig
│   └── final-mockups.png
├── Documents/
│   └── requirements.pdf
└── Assets/
    └── logo.svg

Folders can be nested to any depth, and you can move files between folders as your organization needs evolve.

File Features

  • Upload any file type (PDFs, documents, images, spreadsheets)
  • Description field for context
  • Metadata tracking (size, type, upload date, uploader)
  • Storage via configurable providers (S3, Vercel Blob, GCS, R2)

Team-Level Files

Files can also exist at the team level without being tied to a specific project. This is useful for:

  • Shared templates
  • Company-wide assets
  • Cross-project documentation

Upload Limits

  • Maximum file size: 25 MB
  • Rate limited to prevent abuse (20 uploads per hour per user)

Feedback Boards

Collect and manage feedback from users, clients, or stakeholders. Each project can have multiple feedback boards for different purposes.

Creating a Feedback Board

Each feedback board includes:

FieldDescription
NameBoard title
SlugPublic URL path
DescriptionWhat kind of feedback to provide
VisibilityPublic (anyone) or private (team only)
PurposeBoard category (see below)

Board Purposes

Categorize boards by their intended use:

PurposeUse Case
GeneralOpen-ended feedback collection
A/B TestComparing design or feature variants
BetaEarly access user feedback
Feature-SpecificFeedback on a particular feature
TemporalTime-limited feedback campaigns

Board Lifecycle

Boards progress through lifecycle states:

  • Active - Accepting new feedback
  • Closed - No new submissions, existing feedback visible
  • Archived - Hidden from normal views

Feedback Types

TypeUse Case
BugReport issues and problems
IdeaSuggest new features
QuestionAsk for clarification

Managing Feedback

  • Mark items as New or Done
  • Convert feedback to GitHub issues (with one click)
  • Add tags for organization
  • Track submitter information

Public Feedback

When a board is public:

  • Logged-in users - Submissions are linked to their account
  • Guest users - Can provide name and email (optional)
  • Rate limiting - Prevents spam submissions
  • IP address tracking for abuse prevention

Project Insights

Projects can include AI-generated insights that help communicate progress to stakeholders.

What Gets Generated

  • Narrative summary - AI-written overview of project progress
  • Tech stack detection - Automatically identifies languages, frameworks, and tools
  • Stats snapshot - PR counts, issue counts, commit activity, contributors
  • Key achievements - Highlights from recent activity

Tech Stack Detection

The system automatically detects:

  • Primary languages - Main programming languages used
  • Frontend - UI frameworks (React, Vue, etc.)
  • Backend - Server frameworks (Express, FastAPI, etc.)
  • Infrastructure - Deployment and cloud services
  • Databases - Data storage technologies

Version History

Insights are versioned, so you can track how the project summary has evolved over time.

Portfolio Images

Add showcase images for your public project page:

  • Cover image - Main project visual (automatically highlighted)
  • Gallery images - Additional screenshots or designs
  • Display order - Control image sequence
  • Captions - Describe what each image shows
  • Alt text - Accessibility descriptions for screen readers

Images are stored separately from project files and optimized for public display.

Linking Workflows & Tools

Connect automation workflows and tools to projects to show what powers your work.

  1. Go to project settings or the Workflows tab
  2. Select workflows to link
  3. Links appear on both the project and workflow pages

This shows clients which automations power their projects.

Link tools from your tools directory to show the tech stack:

  • Development tools
  • SaaS products used
  • Services integrated

Tool links help visitors understand your technology choices.

Best Practices

  1. Use descriptive names - Clear names help with searching and organization
  2. Add a tech stack - Improves discoverability on your public profile
  3. Write result blurbs - Communicate value, not just deliverables
  4. Organize files in folders - Prevents clutter as projects grow
  5. Use multiple feedback boards - Separate beta feedback from general inquiries
  6. Add portfolio images - Visual projects get more engagement
  7. Link workflows - Show the automation behind your work

Next Steps

  • Workflows - Learn about automation workflows
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