Projects

The Projects page (/projects) is a lightweight task board for managing the administrative work that surrounds each deal — document checklists, internal tasks, and action items that are not quite the same as deal next actions.

When to use Projects vs Next Actions

Next Actions (on deals) are commercial actions — things that move the deal forward commercially: "Send LOI", "Counter offer", "Arrange inspection". They are owned by a deal owner and tracked on the dashboard.

Projects are operational tasks — things that support the deal administratively: "Request MRO records", "Prepare export documentation", "Chase legal for final draft". They belong to the internal team and do not drive the deal's commercial KPIs.

Use Projects for work that needs to be tracked but should not clutter the commercial pipeline view.

Project structure

Each project has:

• Project name — Typically the deal or asset name it relates to.
• Description — What this project is for.
• Linked deal (optional) — Associate with a deal record.
• Tasks — Individual to-do items within the project.

Each task has: title, assignee, due date, and a Done checkbox.

Task board

Tasks are displayed in a Kanban-style board with three columns: To Do, In Progress, and Done. Drag tasks between columns or check the Done checkbox to mark them complete.

Linking to deals

When a project is linked to a deal, it appears as a tab in the deal workspace. This keeps the deal record as the single source of truth for everything related to that transaction — commercial and administrative.