Every field in a project, explained
What each box in the project window means and when to use it.
2 min read
Open any project to see these sections, in this order.
| Field | What it does |
|---|---|
| Title | The name shown everywhere. Required. |
| Status | Where the project is in your workflow. Moving a project to a status that counts as done marks it done. |
| Type | The kind of work, such as Campaign, Content, Web project, Email or Event. You can edit the list in Settings. See Edit labels, item types and the color scheme. |
| Start date, Due date | The date range. The due date places the project on the calendar. The start date cannot be later than the due date. |
| Repeats | Makes a project repeat. See Make a project repeat. A due date is needed first. |
| Assignee | Who is responsible. They are told in the bell and Activity. |
| Client or requester | Who the work is for, when the request comes from someone other than your supervisor. Choose from your contacts. See Manage clients and collaborators. |
| Description / copy | Brief or draft text, up to 5,000 characters. |
| Collaborators | Departments, partners and stakeholders involved. They do not need accounts and are not emailed. See Labels, clients and collaborators. |
| Labels | Color tags for quick scanning and filtering. |
| Custom fields | Extra boxes your workspace defines, such as Budget or Channel. Studio plan. See Use custom fields. |
| Hours | Optional billable hours and an estimate. Team plan and above. On a saved project, Log time on this project opens the time form with the project already chosen. See The Time tab, explained. |
| Subtasks | A checklist of smaller steps. See Add and complete subtasks. |
| Linked files | Files from the Repository attached to the project. See Attach files to a project. |
| Approval workflow | Ordered sign-offs. Studio plan. See Request and give approvals. |
| Comments | The discussion, with @mentions. Available after the first save. See Comment on a project and @mention a teammate. |
| Sharing | A read-only link for people outside the workspace. Team plan and above. See Share a read-only link to a project. |
Along the bottom of the window are the actions: Delete, Duplicate, Copy link to project, Export, Add to Calendar, Save as template, Cancel and Save. On Content, Social media and Email projects there is also Send to Buffer.
Related articles
- Create a projectAdd a project from the calendar or the board and give it a date.
- Use custom fieldsAdd your own boxes, such as Budget or Channel, to every project.
- Labels, clients and collaboratorsTag who a project is for and who is involved, without using seats.
- Make a project repeatRepeat a project daily, weekly, monthly or on days you choose.
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