Help · Projects — tracking the work behind the documents
Projects — tracking the work behind the documents
Projects is Profusia's work-tracking module, alongside Docs, Live and Audience in the switcher at the top of every page.
A project breaks a piece of work into cards — and each project picks its own word for them: steps, features, phases, whatever your team says. A card carries a status from your workspace's own vocabulary (rename them in the workspace settings), can hold documents, a checklist, comments, and fields like Owner, Due, and Priority. The status shows on the documents themselves, everywhere they appear, so a reader knows a page is still exploratory before treating it as decided.
Each project also has a description and goals (see "Folders versus Projects"), which are read back to your assistant whenever it publishes into the project. Write them with your assistant, or by hand in the console.
With two or more projects, Projects opens on All projects: one row per project, with its status, a progress bar and anything that needs a look (blocked, overdue, due soon, aging). Click a row to look inside that project without leaving the list; right-click for more options. From inside any project, All projects (the first item in the side list) brings you back. With a single project, Projects opens straight into it.
A project opens as a live canvas with views including List, Board, Timeline, Map, Flow (what waits on what), Tree (the project as a mind map, folded until you open a branch) and Abacus (each card as a bead on a wire per branch, placed by its status). Nothing reloads as you work. The four-squares button at the end of the row of views ("Choose your views") lets you pick which views appear and in what order, and a project opens on the first one. The first nine also answer to the number keys 1 to 9. On a phone the row of views folds into one button naming the current view; it opens the same list, with hidden views under "Off your bar" and "Choose your views…" at the end. "My work" gathers every card across the workspace whose Owner names you.
In Docs, a document attached to a card shows its project and card under its name, with a link to that card.
The Documents view inside a project selects documents the same way Docs does: tick the box at the left of a row (or press X), Shift-click (or Shift X) to select a range, and "Select all" to select every row in view. The bar at the bottom then offers Attach to a card, Pull in as cards (one card per document, at the top of the project, named after the document) and Remove from a card, for up to 25 documents at once. Anything that couldn't be done stays selected, and Undo on the message that follows reverses the change. "Narrow" beside the filter shows one kind of document, or those updated this week. Each row also has its own ⋯ menu.
A card can repeat on a rhythm (weekly, monthly, quarterly…), a project can be drafted from a plain-language brief and accepted card by card, and any card can be handed to your AI assistant with its documents attached. A project can be exported as Markdown or a spreadsheet, and a read-only link shows an outsider the work's state without the documents.
Ask your assistant to "create a project" to start one, or use the New project button on the Projects page. Your workspace can also rename the word itself — see "Folders versus Projects".
Part of a guide: Projects — the work behind the documents