Projects
Creating and managing projects.
- Can I delete a project?No. WorkHub has no option to permanently delete a project. Instead, set its status to Archived, which hides it from…Projects & tasks
- Can I move a task to another project?No. A task stays in the project it was created in, and WorkHub can't copy or duplicate tasks. You can move tasks…Projects & tasks
- How do I add or remove people from a project?The Project Lead adds and removes members with the Manage Team button on the project's Dashboard tab.Projects & tasks
- How do I archive or restore a project?Change the project's status to Archived to put it away, and change it back to Active to restore it. Nothing in the…Projects & tasks
- How do I change the project lead?On the project's Dashboard tab, click the star icon on the Project Lead card, search for the new lead, and confirm.Projects & tasks
- How do I create a new project?Click New Project at the top right of your Dashboard, give the project a name, and click Create Project. You'll be…Projects & tasks
- How do I favorite a project?Click the star next to the project name on the project's Dashboard tab. Favorited projects appear under Favorites in…Projects & tasks
- How do I filter and sort tasks in a project?Use the toolbar on the project's List View tab. Pick a list chip, type in Filter tasks..., choose a Priority, and pick…Projects & tasks
- How do I rename a project or change its status?On the project's Dashboard tab, double-click the project name to rename it, or click the status badge next to the name…Projects & tasks
- How do I search for tasks, projects or files?Type at least two characters into the search bar at the top of any page, or press Ctrl+K (Windows) / Cmd+K (Mac) to…Projects & tasks
- How do I share a link to a task or project?On a task, click Copy Link next to the tabs. On a project, click the Project ID on the Dashboard tab. The link is…Projects & tasks
- What do the numbers on the project Dashboard mean?The project's Dashboard tab sums up the project: who leads it, how many tasks are done and left, how many files it…Projects & tasks
- What is the Files tab on a project?The project's Files tab shows every file and link in the project in one place: project-level files that are shared…Projects & tasks
- Why are the Add Task and New Project buttons missing?Your account most likely has the Viewer role, which is read-only. Viewers can see projects and tasks they have access…Projects & tasks
- Why can't I see a project?You only see projects you are a member or the lead of (company admins see all of their company's projects). Archived…Projects & tasks
- Why can't I see a project or ticket in the client portal?The portal only shows projects that the company has linked to your client record, and tickets that came from your…Help desk & customers
- How do I choose which projects the agent works on and who gets escalations?In Settings → Agent Access, go to What the agent can work on. Tick the projects the agent may see and the people…Admin & billing