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Projects

How to create projects in iTasks, configure automatic access for invited members, and manage project permissions in a workspace.

Projects separate work inside one workspace by direction, product, module, team, or technical area. A workspace can contain several projects, while regular members can be given access only to the projects they actually work on.

In short: project settings include the name, color, active state, automatic access for invited members, member access, optional sprints, and project-specific rates. Owners and admins see every project; a new member who joins through an invitation link gets access to active projects with this option enabled.

1. Where to find projects

Open the app menu and go to Administration → Projects. Active projects come first, with their count in the Active heading. Each project shows its color marker, description, members, active-state switch, and edit button. Disabled projects are grouped below under Disabled; a project you have just turned off stays in place until the list refreshes. Delete project is at the end of the project settings.

iTasks project list, completed new-project form and an existing project’s settings

2. How to create a project

  1. Tap Add project.
  2. Enter a name. Keep it short because it appears in task cards and filters.
  3. Add a description if the project purpose needs clarification.
  4. Select a color. It helps distinguish projects in lists, Kanban, and the project view.
  5. Save the project.

A new project is created with “Add members automatically” enabled. New members who join through an invitation link then get access to this active project. This option is initially disabled in projects created before it was introduced. Existing access does not change. The broader role model is described in Members and Roles.

3. What can be configured inside a project

The project edit screen contains the main project settings and workflow options:

  • Name and description - shown in project lists and used to explain the direction to the team.
  • Color - used as a visual marker in task cards, filters, and main-screen views.
  • Active state - an inactive project stays in the database and history but is easier to keep out of daily work.
  • Add members automatically - enabled by default for new projects. Automatically adds new members who join through an invitation link to this active project. Turn it off when you want to assign members manually.
  • Project members - lists people with and without access. Owner and Admin cannot be turned off manually inside a project.
  • Sprints - optional timebox planning for the project. Creating, filling, and starting sprints is covered in Sprints and Planning.
  • Rates - the owner can override member rates for a specific project when payment reports need that detail.

How it works: The option applies only to a new member who joins through an invitation link. New members are added only to active projects with the option enabled. Changing the option does not add members who already joined or remove existing access. Creating a project does not automatically grant existing members with the Member role access to it. Adding someone by Telegram ID remains a manual flow; only the workspace owner can give an existing member the Admin role.

iTasks project settings: name, members, access and project-specific hourly rates

4. Projects and tasks

When creating or editing a task, the user selects a project. This affects available members, filtering, Kanban display, and the project view. If a project represents a large workstream, you can build related tasks and subtasks inside it; the main-screen guide explains the general screen behavior and hierarchy: Main Screen.

5. Limits and permissions

The number of available projects depends on the workspace plan state. If the first workspace exceeds the Free limit after PRO expires, projects cannot be created or changed, but the owner can delete extra projects to return the workspace to Free. In other read-only cases, existing data remains available for viewing and export. See Subscription, Plans, and Limits for details.

Project order

The owner and admins set the project order for the whole team. In Administration → Projects, tap Reorder above the list to switch projects to compact rows. Drag a project by the handle on the right, or open the ⋯ menu and choose Move to top, Move up, Move down, or Move to bottom, then tap Done. Disabled projects always stay below active ones. On a computer you don’t need this mode: hover over a project card and its color dot turns into a handle.

Any member can also reorder projects just for themselves: tap Reorder projects in the project filter, or drag projects in the sidebar on a computer; admins also get the Just for me option in the reorder mode. Your personal order applies to project lists, filters, and the project picker in a task, and it doesn’t change the order for teammates. A new project appears where the admin placed it. Use the team order brings back the team order.

With many projects, you can shorten the list in the desktop sidebar: the Hide empty projects icon next to the “Projects” heading hides projects with no open tasks. They keep their place in the order, and a project that gets a new task returns to the list on its own. The setting is personal and applies to each workspace separately.

After setting up projects, check member access, configure custom task statuses, and review workspace settings if needed.

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