Projects — User Guide
Using Projects
The Projects app helps you plan and track multi-step work with milestones, tasks, and notes.
Getting started
- Open Projects from the app menu.
- Click New Project and set a title, status, priority, and dates.
- Add Milestones to mark key checkpoints in the project timeline.
- Break work down into Tasks and assign them to team members.
Key features
- Categories — organise projects into nested categories.
- Linked FoxCom Space — connect a messaging space for project discussion.
- Linked Winks — attach Wink entries as detailed notes or sub-tasks.
- OrbitPilot — ask OrbitPilot about your projects, milestones, and task status.
- Custom fields — add extra fields to capture project-specific data.