Projects
View project assignments, project roles, dates, clients, and project members.
The Projects area shows assignments to projects you’re part of. You can see your role, dates, client (if applicable), and project members — all in one place.
Viewing Your Projects
- Go to Projects from the main nav or Dashboard.
- You’ll see a list of projects you’re assigned to. Each row typically shows:
- Project name
- Your role (e.g. Developer, Designer, PM)
- Start and end dates (or “Ongoing”)
- Client (if the project is for a client)
- Status (e.g. Active, Completed)
Click a project to open its detail page.
Project Assignments
An assignment means you’re a member of that project with a given role. Assignments are usually created by:
- Project managers or managers with project management permissions.
- Admins when setting up or editing projects.
You don’t create your own assignments; you view and use them for context and for linking to performance or OKRs.
Your Role on a Project
Each assignment has a role — e.g. Developer, Lead, Designer, QA. The role describes your main contribution. Role names and options are defined by your organization. If your role changes, a project manager can update your assignment.
Dates
- Start date — When you joined (or when the project started).
- End date — When the project or your involvement is planned to end. “Ongoing” may mean no end date set.
Use dates to plan workload and to reference projects in performance self-assessments or OKRs (e.g. “Delivered X on Project Y in Q1”).
Clients
If the project is for an external or internal client, the client name may appear on the project. This helps you know the context and mention it in conversations or reports. You usually can’t edit client info; that’s managed by project managers or admins.
Project Members
On the project detail page you can see project members — everyone assigned to the project and their roles. Use this to:
- Know who to collaborate with.
- Find the right person for a skill or task (you can cross-reference with People Finder).
- Understand the team shape for 1:1s or retrospectives.
Tip: If you’re missing from a project you work on, or your role/dates are wrong, ask the project manager or your manager to update the assignment.
Using Projects in Other Areas
- Performance — Refer to specific projects in your self-assessment.
- OKRs — Create a “project” type objective and key results tied to a project.
- Learning — Some learning may be project-related; you can connect the two in your mind or in notes.
You typically cannot create, delete, or reassign projects or other members; that’s done by people with project management permissions. Your view is focused on seeing your assignments and team.