> ## Documentation Index
> Fetch the complete documentation index at: https://docs.collabase.ch/llms.txt
> Use this file to discover all available pages before exploring further.

> Projects is Collabase's project management app — tasks, boards, sprints, queues, SLA policies, and custom workflows in every Space.

# Overview

# Projects

Projects is the task and project management app built into every Collabase Space. It brings together a Kanban board, sprint planning, backlog management, a Gantt-style roadmap, queue-based helpdesk workflows, SLA tracking, and a customer portal — all in one place.

Every Space can have multiple Projects. Each Project is a self-contained workspace with its own workflow, task types, members, and settings. Tasks within a project move through custom statuses, can be organized into sprints or queues, and tracked against SLA targets.

## Feature areas

<CardGroup cols={3}>
  <Card title="Setting Up a Project" icon="sliders" href="/projects/project-setup">
    Step-by-step guide to configuring workflows, task types, field collections, and applying a template.
  </Card>

  <Card title="Project Templates" icon="layout-template" href="/projects/templates">
    Reusable configurations that bundle a workflow, task types, and field collections. Apply on project creation to skip manual setup.
  </Card>

  <Card title="Tasks" icon="circle-check" href="/projects/tasks">
    The fundamental unit of work. Every task has a status, type, assignee, priority, due date, rich-text description, comments, attachments, subtasks, linked tasks, and a full change history.
  </Card>

  <Card title="Board" icon="columns-3" href="/projects/board">
    A Kanban board where columns represent statuses. Drag tasks between columns to update their status. Configure swimlanes, card fields, and color rules.
  </Card>

  <Card title="Sprints" icon="gauge-high" href="/projects/sprints">
    Group tasks into time-boxed iterations. Track velocity with burndown charts and story points. Manage sprint scope with a dedicated backlog.
  </Card>

  <Card title="Backlog" icon="list-ul" href="/projects/backlog">
    The holding area for all tasks not assigned to a sprint. Prioritize by dragging tasks, filter by any field, and assign tasks to upcoming sprints.
  </Card>

  <Card title="Roadmap" icon="chart-gantt" href="/projects/roadmap">
    A Gantt-style timeline view. Tasks with start and due dates appear as bars. Sprint periods appear as colored bands in the background.
  </Card>

  <Card title="Queues" icon="layer-group" href="/projects/queues">
    Named filtered views within a project. Ideal for support teams, review pipelines, or any workflow that needs structured triage.
  </Card>

  <Card title="SLA Policies" icon="clock" href="/projects/sla">
    Set response and resolution time targets per priority level. Collabase tracks breaches automatically and surfaces them in board and queue views.
  </Card>

  <Card title="Workflows" icon="arrow-right-arrow-left" href="/projects/workflows">
    Define custom statuses with names, colors, and categories. Control which status transitions are allowed and configure task types with field rules.
  </Card>

  <Card title="Customer Portal" icon="globe" href="/projects/portal">
    A branded external view for customers to submit tickets and track their status — no Collabase account required.
  </Card>
</CardGroup>

## Views

Switch between views using the view toggle in the top bar of any project.

| View           | Best for                                                                                                |
| -------------- | ------------------------------------------------------------------------------------------------------- |
| **Board**      | Kanban-style drag-and-drop by status column. Supports swimlanes and card color rules.                   |
| **Work Items** | Dense sortable table, 50 rows per page by default. Best for searching and reviewing many items at once. |
| **Sprints**    | Active sprint tracking with scope, story points, and burndown progress.                                 |
| **Backlog**    | Unassigned tasks waiting to be planned into sprints.                                                    |
| **Roadmap**    | Gantt-style timeline for tasks with start and due dates.                                                |
| **Queues**     | Triage inbox organized by named filter sets.                                                            |

## Roles and access

Project access is managed independently from Space membership. A Space member does not automatically have access to every project in that Space.

| Role       | Permissions                                                                                |
| ---------- | ------------------------------------------------------------------------------------------ |
| **Owner**  | Full project configuration, including workflow, members, SLA policies, and archive/delete. |
| **Member** | Create, assign, update, and resolve tasks. Manage sprints and queues.                      |
| **Viewer** | Read-only access to tasks, board, and all views. Cannot create or edit tasks.              |

Manage project members from **Project → Settings → Members**.

## Admin configuration

<Note>
  Administrators can configure global task types and custom fields that are available across all projects in the instance. Set these up in **Admin → Task Types** and **Admin → Custom Fields**. Global settings cascade down: global → space → project, with each level able to extend but not override the level above.
</Note>