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Dashboard
All Tasks
Settings
Projects
All client and internal projects
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New Project
Project name *
Description
Visibility
Internal
Client Facing
Project type
Normal
HR
Table
HR Features
Board tabs (Hiring + Ops)
Roles summary card
SLA tracking
Auto-date on candidate creation
These default to ON for HR projects. Normal projects can enable them individually.
Parent project (sub-client)
None — this is a direct client / internal project
Pick a parent when this project is for one of a client's own clients. Sub-client tasks stay out of All Tasks and reports unless you include them.
Status columns source
Inherit from parent
Custom
Tags
Tags come from the central list in Settings, so everyone uses the same names.
Status columns *
These become the Kanban columns, in this order — drag chips to reorder. The last column counts as “done” (My Tasks hides tasks in it).
Ops columns
Columns for the Ops tab — used for non-candidate tasks (ads, internal work, etc.).
Status columns (inherited)
Columns follow the parent live — edit them on the parent project. The last column counts as “done”.
Accent colour
Moving tasks runs each project’s status-change automations and webhooks, once per task.
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