---
title: Projects and tasks
description: Create projects and tasks, assign and date them, see what is overdue, and start a project from a won deal.
url: https://salexhub.com/docs/platform/projects-and-tasks
type: how-to
area: platform
section: Platform
last_updated: 2026-11-14
prerequisites: []
related:
  - https://salexhub.com/docs/data/views
  - https://salexhub.com/docs/control/access
  - https://salexhub.com/docs/agent/autonomy
  - https://salexhub.com/docs/modules/deals
  - https://salexhub.com/product/work
tools:
  - record.create
  - record.update
  - record.archive
  - overview.my_work
  - deal.create_project
who: Anyone whose role may create and edit projects and tasks. The organization's time zone is set by Owners and Admins.
---

# Projects and tasks

Create projects and tasks, assign and date them, see what is overdue, and start a project from a won deal.

> **Who can do this**: Anyone whose role may create and edit projects and tasks. The organization's time zone is set by Owners and Admins.

A project holds the work for one piece of business: its tasks, dates, budget and health. A task is one thing to do, with an assignee and a day. Both are records every organization has.

## Create a project

### Start a new one

Open **Projects** and choose **New record**. The drawer reads **New project**.

### Fill it in

**Name** is the only required property. Add the **Company** it is for, or leave it empty for internal work. Add the **Deal**, the **Stage** (**Planning**, **Active** or **Done**), the **Health** (**On track**, **At risk** or **Off track**), the **Budget** with its **Currency**, the **Start date** and the **Target date**. **Parent project** nests one project in another.

### Create it

Choose **Create project**.

## Add tasks

### Add one

On the project's page, open **Tasks** and choose **New task**. A task need not belong to a project: you can also add one from the **Tasks** list.

### Say who and when

**Title** is the only required property. Choose the **Assignee**, the **Due date** and the **Priority** (**Low**, **Medium** or **High**). A **Start date** gives the task a bar on the project's **Timeline**. Without it, the task is a point on its due day. Turn on **Milestone** to pin it under the project's **Milestones**.

### Move it along

**Status** is **To do**, **In progress** or **Done**. On the project's **Tasks** tab, switch between a list and a board, and the board's columns are the statuses.

Who sees a project or a task follows [Access and sharing](https://salexhub.com/docs/control/access).

## Due dates and overdue

A task is overdue when it is not **Done** and its due day is before today in the organization's time zone. A task due today is not late today. A person's own time zone changes how their clock reads, never what counts as overdue.

Owners and Admins set the organization's zone under **Settings > Organization > General**, in **Time zone**.

Every morning at 8:00 in that zone, the **Assignee** and the **Owner** of an open task get **Due today** or **Overdue**, once per task per day. Each person chooses how it reaches them under **Settings > Account > Notifications**, in the **Records** row of **Categories**.

## See the work

| Where | What it shows |
| --- | --- |
| **Up next** on Home | Your open tasks, the most urgent first. **All tasks** opens the list. |
| **Tasks** | Opens as an **Agenda**: **Overdue**, **Today**, **Tomorrow**, **This week** and **Later**, with **Status**, **Priority**, **Assignee** and **Due date**. |
| **Projects** | A table grouped by **Stage**, with **Health**, how many tasks are done and how many are late, **Owner** and **Target date**. Switch to **Board** by stage, **Timeline** from start to target date, **Calendar** or **Agenda** by target date. |
| A project's page | **Overview**: **At a glance**, **Late and due within a week**, **Milestones** and **Recent activity**. Then **Timeline** and **Tasks**. |

Filters and saved views work as in every list: see [Views](https://salexhub.com/docs/data/views).

## Start a project from a won deal

With the Sales module on, a won deal starts the work that delivers it: see [Deals and pipelines](https://salexhub.com/docs/modules/deals).

### Open the won deal

A project starts only from a won deal: mark the deal won first.

### Start the project

In the deal's **Projects** block, choose **Start project**. The block offers it while it lists no project.

### Check the details

The dialog shows the **Deal** and its **Company**, or **None, so it is internal work**. **Name** starts as the deal's title, **Owner** as the deal's owner and **Start date** as today. Add a **Target date** if you have one, then confirm. The project opens for the deal's company and shows on the deal, ready for its tasks.

A deal gets one project. A second try is refused and names the first. A **Target date** before the **Start date** is refused.

## The Agent

- It creates and changes projects and tasks without a card, and starts a project from a won deal the same way.
- Deleting a project or a task asks for a card, unless the mode is Full autonomy: see [Autonomy](https://salexhub.com/docs/agent/autonomy). The record goes to the recycle bin and can be restored.
- **My work** reads your open tasks, by due date, and the deals you are tied to.

## Limits

- A task has one **Assignee**.
- Tasks do not depend on each other, and there is no time tracking.

---

The same page for people: https://salexhub.com/docs/platform/projects-and-tasks. Index of this site for agents: https://salexhub.com/llms.txt