Yes. Creating projects, adding actions, linking key themes, and adding comments are all available on the free plan. AI goal generation and AI suggested actions require a Pro subscription.

How are projects different from targets?

Targets are goals assigned to team members with individual progress tracking. Projects are broader initiatives that can contain multiple actions, comments, and linked meetings. A target might be one part of a larger project.

Can I link meetings to a project?

Yes. When creating or editing a meeting note, you can select a project to link it to. Linked meetings appear on the project detail page under the Meetings tab.

What happens when I delete a project?

Deleting a project permanently removes it along with all Connected Actions, comments, and calendar events. Meeting notes linked to the project are unlinked but not deleted.

Manager Toolkit

Team initiativesAI-powered goalsConnected actions

Track team initiatives from idea to delivery.

Stop losing track of bigger pieces of work. Create projects, set clear goals, link actions and key themes, and watch every initiative move through a kanban board, all connected to your dashboard, calendar, and actions list.

CreateSet goals and due dates

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TrackActions, comments, themes

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ConnectMeetings, calendar, dashboard

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DeliverComplete and review

Create a project in minutes

Give your initiative a title, assign it to a team, and set a goal. Pro users can generate a clear, structured goal and description with AI from just a title.

Simple form with title, team, leader, goal, and description
AI goal generation fills in a structured goal and description from the title
Set a due date to track deadlines and create calendar events
New projects start in Idea and move through the kanban board as work progresses

New Project

Title

Website Redesign

Goal

Redesign the marketing site to improve conversion by 25%

In ProgressEngineeringDue 15 Jun

See every project on a kanban board

Status columns make the state of every initiative obvious at a glance: Idea, In Progress, On Hold, and Completed. Drag a card between columns to update its status without opening it. The page-level status filter is gone because the columns are the filter.

Four columns, sorted newest-first, fully responsive on mobile
Drag and drop between columns to change a project's status
Cards show team, leader, due date, and open actions
Completed and Cancelled share the Completed column so done work is one tidy pile

Projects board

Click a card to advance its status

Idea

In Progress

On Hold

Completed

Status columns replace the old status filter - every status is always visible. Drag (or click here) to update.

Track progress with actions and comments

Break projects into actionable steps and track them alongside your other work. Add comments to capture decisions, blockers, and updates as the project evolves.

Create actions directly from the project, linked and trackable
AI suggests follow-up actions based on what has already been done
Toggle actions complete as your team makes progress
Comments provide a running record of updates and decisions
Activity timeline shows everything that has happened on the project

Actions

✓Set up staging environment

Design new landing page mockupsUrgent

Migrate CMS content

Comments

Alex Jordan · 2h ago

CMS migration is blocked until the new API is ready. Flagging for discussion.

Connected to everything you already use

Projects are not isolated. Actions appear on your dashboard and calendar. Key themes link discussions across catchups, meetings, and projects. Meeting notes can be linked directly to a project.