Projects overview

A project is the delivery record for a piece of work you are doing for a client. Everything else in the delivery side of Zyan hangs off it: tasks, checkpoints, reports, the client's discovery form and the portal they log into. This page is the mental model. The pages after it are the procedures.

The list and its buckets

Projects in the left navigation lists every project you can see as cards — rows on a phone — showing the client, completion percentage, checkpoint count, at-risk count and when it last changed. Four tabs sit above it: All, Active, Maintenance and Completed. Your choice is kept in the URL, so a filtered view is shareable.

Bucketing is keyword-based on the project's status text:

Status contains	Bucket
"maint"	Maintenance
"complete" or "done"	Completed
anything else, including blank	Active

Stages and the board

The same status maps onto the delivery board's seven columns — Planning, Discovery, Design, Build, Client Review, QA + Launch, Completed — plus two rails, Maintenance and On hold. Dragging a card on the board and picking Quick status on the list are the same write.

Checkpoints drive completion

This is the single most misunderstood thing about projects.

Completion percentage comes from checkpoints, not from the stage you picked. A project can sit in QA + Launch and still read 0% if nobody ticked a checkpoint. Checkpoints are also what the client sees: they are the milestone ladder on the portal's project timeline. You add and tick them on a projectProjectTimeline.

Dragging a project into Completed on the board offers to complete any still-open client-visible checkpoints for you, on projects using a custom checkpoint set.

The project workspace

Open a project and you get four tabs.

Tab	What lives there
Client-facing	Discovery, client Tasks and client Files, each with a live count
Project	Setup, Google Ads, Brief & reports, Timeline
Board	The project's own task board and Project Task Templates
Finance	Monthly recurring revenue, setup fee and the project danger zone. Owner only

The header card carries the project name with inline rename, the workflow, the due date, the delivery progress bar and the linked client.

Workflows

A workflow — sometimes called the project type — is a template your workspace defines that decides which internal sections a project has, such as Brief, Timeline and Google Ads. If your workspace only has one workflow, the picker never appears when you create a project.

Where the rest of the work lives

Projects hold delivery. The day-to-day work sits next door in the Work Hub at Work, which folds the projects board, the full task board, your own queue, the team view, the weekly schedule and meetings into one page. Hours worked go to Timesheets, documents to Files, and internal writing to Notes.

Troubleshooting

Symptom	Cause	Fix
A project is not in the bucket you expected	Bucketing is keyword-based on the free-text status, and a blank status counts as Active	Set Quick status to a preset stage value
A project shows 0% or an em dash for completion	Completion is checkpoint-driven, and this project has no checkpoints	Add checkpoints on the project's Timeline, or apply a checkpoint default set
A Quick status change reverts with "Status update failed"	The write was refused by permissions, and the page reads the row back rather than faking success	Use an owner account, or ask for the projects edit permission
A team member sees an almost-empty project list	Members only see projects they are assigned to	Assign them to the project
The Finance tab is missing	It is owner-only	Ask an owner for the figures
The "N open PRs" badge never appears	It only loads for owners on plans with the Builder feature	Nothing to fix

In this section

Related

• Create a project
• Work and tasks
• Clients and portals overview
• Timesheets