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03 dashboard

Projects

Projects are the organisational unit for anything durable. This page is where you create them, find existing ones, set their budgets, and drill into a specific project's goals and issues.

What this page is for

The Projects page is your index of every piece of work the platform is tracking. Every goal, every issue, every data entry, every workflow, every trigger lives inside a project. If it’s not in a project, it’s an ad-hoc chat — fine for quick questions, not right for anything you want to track.

Layout

The Projects page is a list view. Each project card shows:

  • Name and description
  • Status — Active, Paused, or Archived
  • Counts — how many open issues, how many goals, how many agents have touched this project
  • Last activity — when an agent or a human last did something here
  • Budget — spend so far against any cap you’ve set

Click any card to open that project’s detail page.

Common tasks

Create a new project

  1. Click New project in the header
  2. Fill in the name, description, and (optionally) workspace path, team, and budget cap
  3. Click Create
  4. You land on the new project’s detail page — empty, waiting for goals or issues

Edit an existing project

From any project detail page, click Edit in the header. You can change the name, description, budget cap, workspace path, and team. Name changes don’t break cross-references — everything is keyed on the project id, not the name.

Archive a project

Done with a project but don’t want to lose the history? Archive it from the project detail page. Archived projects disappear from the main list but remain searchable and readable. You can un-archive at any time.

Delete a project

Delete is permanent. The project, its goals, its issues, its data store entries, and its files all go away together. Only do this for test projects you’re sure you’ll never need again.

Project detail

Opening a project takes you to its detail page. That page has its own layout:

  • Header — name, description, status, budget bar
  • Goals — a list of the project’s goals, each with its own status and linked issues
  • Issues — a board or list view of every issue in the project
  • Statistics — activity graph, cost breakdown by agent, time-to-close histograms
  • Linked automations — workflows, runbooks, and triggers associated with this project

You can create goals or issues directly from the detail page without leaving it.

Budget scoping

Each project can have its own daily and monthly budget cap, separate from the instance-wide cap. Agents working in that project stop once either cap is hit. Set caps when a project is cost-sensitive or when you want to limit how much a specific initiative can burn.

Common pitfalls

Creating too many small projects. A project is a durable container — it should hold multiple goals or at least several issues. If you find yourself making a new project for every ad-hoc task, you probably want to group those tasks inside one existing project instead.

Forgetting to set the workspace path for CLI-adapter agents. If you’re using CLI adapter agents (see CLI adapters), set the project’s workspace path to the directory the agents should operate in. Otherwise they land in the global default and get confused.

Where to go next