Project dashboard
After signing in, you land on the Dashboard view, which lists every project you belong to. Each project card shows:- Project name and client name
- A three-dot menu () that reveals contextual actions
| Action | Who can use it |
|---|---|
| View project | Manager and collaborators |
| Edit project | Manager only |
| Delete project | Manager only |
Edit and Delete options are only visible to the project manager. Collaborators see the View project option only.
Creating a project
Fill in the project details
Complete the three required fields described in the project fields section below.
Project fields
The create and edit forms share the same three fields:The internal name for the project. This appears on the Dashboard card and throughout all project views. Keep it short and descriptive.
The name of the client or stakeholder this project is being delivered for. This is displayed alongside the project name on the Dashboard.
A free-text summary of the project’s goals, scope, or context. Visible in the project detail view. Markdown is not rendered here — plain text only.
Editing a project
From the Dashboard, open the three-dot menu on the project card and select Edit project. The same form used during creation is presented, pre-filled with the current values. Update any field and click Save changes.Only the project manager can edit the project. Collaborators do not see this option.
Deleting a project
From the Dashboard, open the three-dot menu and select Delete project. A confirmation dialog appears before the action is carried out.Manager vs collaborator
Every project has exactly one manager — the account that created it. All other members are collaborators.| Capability | Manager | Collaborator |
|---|---|---|
| View project and tasks | Yes | Yes |
| Update task status (drag or button) | Yes | Yes |
| Add traceability records (datasets, experiments, decisions) | Yes | Yes |
| Create tasks | Yes | No |
| Edit task details (name, description) | Yes | No |
| Reassign tasks | Yes | No |
| Delete tasks | Yes | No |
| Edit project details | Yes | No |
| Delete project | Yes | No |
| Add and remove team members | Yes | No |