Projects

Overview

Projects lets you manage tasks by creating and organizing work items, then assigning them to team members or agents. You can use it to keep work visible, track what needs to be done, and take action on individual projects or tasks from one place.

Getting Started

1. In the left sidebar, go to Work.
2. Click Projects.
3. You will be taken to the Projects page.

Actions

Run an Agent

1. Go to Work in the sidebar and click Projects.
2. Find the Projects section.
3. Select the project or task you want an agent to handle.
4. Click Run Agent.
5. You will see the agent action start for the selected item.

Delete a Project or Task

1. Go to Work in the sidebar and click Projects.
2. Locate the project or task you want to remove.
3. Click Delete.
4. Confirm the deletion if prompted.
5. You will see the item removed from the list.

Requirements

• Available on all plans
• Available to any member role

Troubleshooting

• If you do not see Projects in the sidebar, make sure you are in the Work section.
• If you cannot run an agent or delete an item, check that you have access to the project or task you selected.
• If the page does not load, try navigating directly to /projects again.