The project detail page is where the actual delivery work happens. The top of the page describes the project; the rest is a task kanban organized by status.
Layout
- Header — project name, current status, and progress against tasks.
- Description and metadata — what it is, when it's due, related records (account, opportunity, location).
- Task board — a kanban grouped by task status. Each card shows the task title, priority, and due date.
Common tasks
- Browse tasks — scan the columns to see what's in flight, what's blocked, and what's done.
- Add a task in a specific column — use the per-column add control, so the new task is created with that status pre-set.
- Open a task to edit its detail, change priority, comment, or manage its checklist.
- Update project info — change status, dates, or description as the project evolves.
Tips
- Don't let "in progress" become a parking lot. If a task hasn't moved in a week, it's either blocked (move to your blocked column) or it's actually done (close it).
- Keep the project's status honest. Active should mean active this week, not "we're planning to start someday."