Overview
Projects group related work — tasks, documents, environment variables, chat, and agent builds. Every project belongs to a workspace.
| Tab | What it does |
|---|---|
| Tasks | Work items with status, priority, assignee, and subtasks |
| Members | Project-level role assignments |
| Env Vars | Encrypted environment variables tiered by environment |
| Documents | File uploads, links, markdown notes, and virtual folders |
| Chat | Project-wide threaded messaging with @mentions |
| Build | Agent build queue — tasks ready for AI execution |
Create a project
- 1Click Projects in the sidebar.
- 2Click New project.
- 3Enter a name and optional description.
- 4Optionally assign a team.
- 5Click Create.
Project members
A project belongs to either its owner or its company — never both. Your own (personal) project has exactly one Owner, and ownership is handed over rather than shared. A company project has no Owner at all: it belongs to the company, so access is decided by company permissions plus per-project Managers.
Project roles are separate from company roles. A Company Admin can be a Viewer on a specific project.
| Role | Permissions |
|---|---|
| Owner | Personal projects only: full access. Transferred, never shared. |
| Manager | Manage members, roles, team and project settings; delete any task; stop any agent |
| Member | Create/update tasks, upload documents, manage env vars (write-only) |
| Viewer | Read-only access to tasks, documents, and chat |
Nobody becomes an Owner by invitation
Invitations and add-member offer Manager, Member or Viewer only. Ownership changes solely through Transfer ownership, which demotes the previous owner to Member — they keep full access, and it is never a removal. To make someone a manager of a company project, set their role to Manager on the Members tab; to grant it company-wide, create a custom company role with the 'Manage project members' permission.
Leaving a project
You can leave any project from the Members tab; your company membership is untouched. The one exception is a personal project you own — transfer ownership first. A manager cannot remove the owner of a personal project either, so that row offers Transfer ownership instead of Remove.
Project settings
- Click the Edit button in the project header.
- Change the project name, description, or team assignment.
- Toggle the Block AI agents from unassigned tasks setting.
- Archive the project when it is complete.
Archived projects
Archived projects keep their data but drop out of the active list. You can unarchive them anytime from the project settings.