Projects
Projects are the containers that organize your work, milestones, team, and finances in one place. Everything from task completion to client visibility lives inside a project.
Creating a project
You can create a new project from the Projects index page or directly from the sidebar. Fill in the required fields and WorkWiz will provision the project immediately, ready for tasks and milestones.
- 1
Open Projects
Navigate to /projects in the sidebar. Click the New Project button in the top-right corner.
- 2
Enter project details
Give the project a name, optional description, and choose a color for visual identification across the workspace.
- 3
Set priority and dates
Select a priority level (LOW, MEDIUM, HIGH, or URGENT) and optionally set a start date and due date to drive timeline planning.
- 4
Link a client (optional)
If this project belongs to a client, select them from the client picker. The project will appear on their client detail page.
- 5
Save and start building
Click Create Project. WorkWiz opens the project detail page where you can add tasks, milestones, and team members right away.
Project fields
Every project exposes the following fields. Required fields are marked with an asterisk.
| Field | Type | Description |
|---|---|---|
| name * | Text | The display name of the project across all views. |
| description | Text | A longer description of the project's purpose and scope. |
| status | Enum | Current lifecycle state: ACTIVE, ON_HOLD, COMPLETED, CANCELLED, or ARCHIVED. |
| priority | Enum | Urgency level: LOW, MEDIUM, HIGH, or URGENT. Affects sorting and visual indicators. |
| budget | Decimal | The total allocated budget for the project, used alongside finance records. |
| color | Color | A hex color used for visual identification in lists and on the dashboard. |
| startDate | Date | The date work on the project begins. |
| dueDate | Date | The deadline for project completion. Overdue projects are flagged automatically. |
Project status lifecycle
Projects move through a defined status lifecycle. You can update a project's status at any time from the project detail page or from the Projects list.
| Status | Indicator | Meaning |
|---|---|---|
| ACTIVE | Work is in progress. Tasks and milestones can be updated freely. | |
| ON_HOLD | Work is paused temporarily. The project remains visible but is deprioritized. | |
| COMPLETED | All deliverables have been finished. Progress shows 100%. | |
| CANCELLED | The project was stopped before completion. Finance records are retained. | |
| ARCHIVED | The project is hidden from active views but preserved for historical reference. |
Progress tracking
Project progress is calculated automatically — you never have to update it manually. WorkWiz counts all tasks that belong to the project and divides the number of completed tasks by the total to derive a percentage.
The progress bar appears on the project card in the Projects list and at the top of the project detail page. As team members complete tasks, the bar updates in real time. Milestones do not affect the percentage directly — only task completion drives the number.
Milestones
Milestones represent phase-based deliverables inside a project. Use them to mark key checkpoints — such as design handoff, development complete, or client review — and to communicate progress to stakeholders.
Milestone statuses
| Status | Meaning |
|---|---|
| NOT_STARTED | Work on this milestone phase has not yet begun. |
| IN_PROGRESS | The team is actively working toward this milestone. |
| DELIVERED | Deliverables have been sent to the client and are awaiting sign-off. |
| DONE | The milestone is fully accepted and closed. |
Deliverables
Each milestone can include a list of deliverables — specific outputs or assets expected at that phase. Deliverables appear as a checklist inside the milestone detail panel, and you can mark each one as complete independently.
Client visibility
Every milestone has a client visibility toggle. When enabled, the milestone and its status are visible to the client through the client portal. Milestones with the toggle off remain internal and are never exposed to the client link.
Team members
You can assign any member of your workspace to a project from the Members tab on the project detail page. Assigned members can view and update all tasks and milestones within that project.
Project scoping
Enabling project scoping for a member restricts their workspace view so they only see the projects they are explicitly assigned to. This is useful for contractors or part-time collaborators who should not have visibility into your full client list or other active projects.
Roles
Project-level roles determine what a member can edit within the project. Workspace-level roles (Admin, Member) still apply globally. A member with a restricted workspace role cannot gain elevated access by being added to a project.
Finance tracking
The Finance tab on a project keeps your billing details alongside the work. Set payment terms once and log individual finance records as payments move through your process.
Payment terms
Payment terms describe the agreed billing arrangement for the project — for example, "50% upfront, 50% on delivery" or "Net 30 invoice." WorkWiz stores this as free text so you can match whatever format your contracts use.
Finance records
Each finance record represents a single payment event. Records carry a status that reflects where that payment stands:
| Status | Meaning |
|---|---|
| PENDING | The payment has been agreed upon but an invoice has not yet been sent. |
| SUBMITTED | An invoice has been sent and is awaiting payment. |
| PAID | Payment has been received and confirmed. |
Client portal
The client portal gives your clients a read-only window into a specific project without needing a WorkWiz account. Share the link via email — clients can check progress, view milestones, and leave comments at any time.
Generating a portal link
- 1
Open the project detail page
Navigate to the project you want to share with your client.
- 2
Click "Client Portal"
Find the Client Portal option in the project actions menu or the project header. WorkWiz generates a token-protected URL unique to this project.
- 3
Share the link
Copy the URL and send it directly to your client. No account or password is required on their end.
What clients see
- Overall project progress percentage
- Milestones marked as client-visible (name, status, deliverables)
- Task completion rate (aggregate — not individual task details)
- A comment box to leave feedback or questions
Internal notes, team member details, finance records, and milestones with client visibility disabled are never shown in the portal.