Project

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In short: Projects are containers to manage a defined scope of work. They can also be linked to strategic elements, like Goals or Roadmaps, and involve multiple Teams for better collaboration. Projects provide a way to align work execution with broader company objectives. You can manage Projects at the Team and Workplace levels, and use their drawers to define properties, link to other objects, and analyze progress.

What are Projects?

In Timebook, Projects are containers for a defined scope of work. You can populate them with Work Items and connect them to high-level objects, providing a stable link between strategy and delivery. Projects also serve as platforms for cross-team collaboration.

Projects offer great flexibility in how they connect to other Timebook objects. Use the Project drawer to manage these connections. You can link a Project to:

• Goals: Directly connect your work to strategic objectives.

• Initiatives: Indirectly align your work with strategic objectives by associating Projects with specific themes or areas of focus.

• Roadmaps: Track progress toward long-term milestones.

This is a Project card focused on the [Work] tab with the drawer expanded.

Each Project can be assigned to multiple Teams in Timebook. This allows different groups of specialists to contribute their expertise and ensures smoother progress.

Use the [Properties] section of your Project’s drawer to assign the Project to specific Teams. See below for more information.

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Managing Projects in dedicated modules

In Timebook, you can manage Projects on two levels: Team and Workplace. In the dedicated module at the Team level, you can focus exclusively on the Projects assigned to the Team. At the Workplace level, you’ll see a roll-up view of all Projects within your organization, regardless of the Teams they’re assigned to.

You can access Project-related data in the following ways:

• From the Delivery section: Open the [Projects] module in the [Delivery] section of the Navigator to view all Projects across your entire Timebook Workplace.
• From a specific Team: Open the [Projects] module within a Team to see only the Projects assigned to that Team, offering a more focused view.

You can find the [Projects] module at the Workplace and Team levels.

No matter which Project module you use, you’ll always have two pre-configured views to help you focus on different types of data: In progress for active Projects and Completed for finished ones. These views appear above the Project list, making it easy to switch between ongoing and past work.

[Projects] module	How to use it
Workplace level	The [Projects] module at the Workplace level helps you focus on the big picture. Here, you can view all the Projects in your entire Timebook Workplace. You can also navigate directly to a Project by clicking on its card. You can open this module from the Navigator on the left.
Team level	The [Projects] module at the Team level offers multiple perspectives on your Team’s work through different data layouts. Only Projects assigned to the Team are listed here, making it perfect for tracking planned and completed work. However, a Project can be assigned to multiple Teams and appear in their respective [Projects] modules, serving as a platform for better collaboration.

As a Project Manager, you can use Projects to organize work and track progress. You can also link Projects to other Timebook objects to ensure everyone stays aligned with the overall strategy.

As a Team Lead, you can use Projects to easily monitor the work assigned to your team, track both current and upcoming efforts, and review completed work.

All [Projects] modules include the [Manage view] section that lets you customize how Projects are displayed. You can choose different layouts, such as List or Timeline, to best suit your needs. Filters are also available to narrow down the Projects shown, for example, by date range or status. Additionally, you can save these customized views either as public, for all members to access, or as private, for your personal use.

We have dedicated articles that explain how to manage data views and layouts in several Timebook modules, including this one.

For more information, see Layouts & views

Creating a Project and adding Work Items to it

You can create Projects in the following places in Timebook. Regardless of where you create a Project, the process is nearly identical:

• In the dedicated module at the Workplace level, where you create Projects and assign them to selected Teams.

• In the dedicated module at the Team level, if you want to create a Project specifically for this Team.

This is how you create a Project and assign multiple Teams to it.

1. Click [Add a Project] in the top-right corner of the module.

2. Give your new Project a meaningful name.

3. You must assign this Project to at least one Team using the dedicated selector.

4. At this stage, you can also:

   • Assign the Lead for the Project.

   • Add a short description of the Project or define other basic properties.

5. Click [Create...] to save your changes. The new Project’s card opens and you can edit its details, fill it with Work Items, or access other available options.

After you create a Project, you can create Work Items in it. Open the Project’s card, click the [+] button at the top of the list, and start creating Work Items. For more information, see Creating a Work Item

You can also add existing Work Items to a Project. To do so, use the [Project] field on a Work Item card and select the desired Project.

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Project cards

Each Project card in Timebook has two areas of focus:

• The main area displays the contents of one of the tabs you can select at the top, next to the Project’s name. See below for more information on available tabs.
• You can also expand the Project’s drawer using the dedicated button in the top-right corner. The drawer will occupy the right side of the screen, showing the Project’s statistics, basic properties, and linked Timebook objects. See below for more information on the drawer’s contents.

Use the Project card to manage work and edit properties in the drawer.

In the top-left corner of the card, breadcrumbs help you navigate related content. Depending on your access point, they adjust to guide you back to the most relevant location within your Team or Workplace. This ensures quick access to Project-related information based on your context.

In the top-right corner of the card, you’ll find additional options to quickly access, track, and share your Project:

• [Add to Bookmarks] saves the Project for future reference. You can find it by opening the [Bookmarks] module in the Navigator.

• [Pin to Navigator] adds the Project to the [Pinned items] area of the Navigator. You can quickly jump to the pinned Project using the menu on the left, no matter where you are in Timebook.

• [Copy link] generates a direct link to the Project, making it easy to share with teammates or reference later.

• [Watch] enables notifications for this Project, so you’ll be alerted about important updates or changes. You can manage watched items in the [Watched] tab of My Work.

We have a dedicated article on how to use pins and bookmarks to keep your important objects always within easy reach.

For more information, see Bookmarks & pins

Try these options to keep your Project handy.

Project cards: Tabs

Each Project has three tabs located at the top, next to the Project’s name:

The [Summary] tab in Projects

You can use this tab to add text, images, and references to provide additional Project information. Think of this tab as a canvas for describing and showcasing your Project. The [Summary] tab functions like a page in Timebook Documents. For more details on working with page content, see Blocks

The [Work] tab in Projects

This tab is where you manage all Work Items within a Project. You can open any Work Item to view or edit its details. To create a Work Item inside a Project, click the [+] button at the top of the list.

Other features of this tab:

1. You can manage many items at once using the [Edit multiple items] button. After clicking it, an overlay will appear, allowing you to select multiple or all items and apply specific actions to them. This feature lets you quickly move items in bulk to a different Project, change their status, or delete them permanently.

2. You can also use the [Manage view] button to apply different layouts or filters and view your work from various perspectives. We have dedicated articles that explain how to manage data views and layouts in several Timebook modules, including this one. For more information, see Layouts & views

The [Updates] tab in Projects

This tab is a collaborative space where members of different Teams can share information, provide feedback, and post important news about the Project. It serves as a message board, allowing everyone involved to stay updated. You can create new posts, reply to existing ones, add reactions, and mention specific Team members using the @ key.

Use different tabs to summarize, manage work, and provide updates inside a Project.

The tabs presented above are not exclusive to Project cards.

Cards of other object types in Timebook, such as Sprints or OSTs, have nearly identical designs.

Project card: Drawer

The main area primarily helps you manage Work Items within a Project, while the drawer allows you to define properties, analyze the metrics of your Project, and link it to other Timebook objects. You can open the drawer using the button in the top-right corner of the Project card and collapse it again when you want to focus more on the work itself.

The Project drawer consists of the following sections:

The [Properties] section in the Project drawer

This section provides key details for defining and managing the Project effectively. It includes options to set the Project’s status, assess risks, assign a date range, and designate a lead. You can also assign specific Teams to the Project using the dedicated selector.

Additionally, there are dedicated fields you can use to include the Project in a selected Roadmap or link it to an Initiative, aligning it with broader strategic plans. See below for more information about linking Projects with other Timebook objects.

The [Linked Goals] section in the Project drawer

This section allows you to associate the Project with specific Goals. Each linked Goal card displays its title and a Key Result that helps track progress toward achieving the Goal. See below for more information about linking Projects to other Timebook objects.

The [Metrics] section in a Project drawer

This section provides an overview of the current status of all Work Items within the Project. It includes the following data:

• Work Items in scope: Displays the total number of Work Items in the Project.

• Started: Shows how many Work Items have been started (moved past the “To-do” status).

• Done: Indicates how many Work Items have been completed.

Below these metrics, there’s a chart visualizing the progress over time, helping track changes in the status of Work Items. The chart provides a visual reference to understand the Project’s overall status and work completion pace, making it easier to assess progress at a glance.

The chart updates dynamically, showing real-time changes as Work Items are added or completed.

One of the key benefits of using the drawer is the ability to easily link your Project to other Timebook objects. These linking options help connect the work within the Project with various elements of your organization’s strategy and discovery, creating a path from objectives to exploration and delivery.

Use the options in the drawer to assign and link your Project to other Timebook objects.

Related articles

Work Item

Goal

Initiative

Roadmap