Projects

Projects are containers for work in ActionConnect's work-management suite. This guide covers projects, items/tasks, subtasks, dependencies, and milestones.

Projects and items

A project holds items (also called tasks). An item is flexible: it can carry standard fields (assignee, dates, status) plus any custom fields your admin has configured — status, person, date, timeline, number, formula, dropdown, checkbox, files, link, rating, and dependency columns. See Custom fields.

The same items can be displayed in many Views — List, Board, Timeline, Calendar, Table, Workload, and Chart. The data is shared; only the presentation changes.

Boards

A project can have one or more boards — column-based views of its items, usually grouped by status. Boards support drag-and-drop: move a card between columns to change its status, or reorder within a column to set priority. Ordering uses fractional ranks so a move only updates the card you dragged, not the whole list.

Boards are real-time: when several agents work the same board, moves are coordinated so ordering stays consistent and no update is lost, and you can see who else is present. See Views for the board view and the other five view types.

Subtasks

Break a larger item into subtasks to track granular work without losing the parent's overview. Progress on subtasks rolls up to the parent.

Dependencies

Mark relationships between items with dependencies:

• Blocks — this item must finish before another can start.
• Blocked by — this item is waiting on another.

Dependencies feed the Timeline/Gantt view so you can see critical paths and spot bottlenecks before they slip a deadline.

Start and due dates, milestones

Items can have start and due dates, which drive scheduling in the Timeline view. Milestones mark significant checkpoints (a launch, a release, a deadline) and appear on the timeline as fixed markers.

Templates

New projects can start from a project/board template so they come preconfigured with the right columns, views, statuses, and starter items — no need to rebuild structure each time.

Goals and portfolios

• Goals / OKRs can be linked to the items that drive them, with status roll-up so leaders see whether a goal is on track.
• Portfolios group multiple projects for cross-project, executive-level visibility.

My Work

The My Work view aggregates everything assigned to you across all projects and the ticket queue, so you have one personal list regardless of where the work lives.

Saved filters and query syntax

Power users can build saved filters and use a JQL-style query syntax to slice items precisely (for example, all high-priority items due this week in a given project). Saved filters can back views and dashboard widgets.

Next

• Learn to switch and configure Views.
• Run agile work with Sprints & agile.