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This page shows Company users and MSP staff how to move around a project workspace and where to find each task guide. Open a project from Projects to see its sections.

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Before you start

  • You need access to the project. Company users read shared content and answer requests assigned to them. The MSP manages editing and permissions.
  • Editing project details and collaboration items needs project overlay-edit permission. Changing PSA statuses needs status-edit permission. Assigning people and PSA rescheduling need project write permission.
  • Which sections you see also depends on project display settings, PSA support, and the project’s data.

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Choose a section

The top row of the project page lists sections. The row under it lists the destinations in the active section. On a phone, swipe either row to reach the rest. Going back to a section reopens the last destination you used while the project stays open. Milestones was the Timeline tab and Board was Kanban. Old project links still open the right place.
Project Plan with Board selected beneath the workspace sections and ticket status columns

Project Plan keeps Tasks, Board, Schedule, Milestones, and Deliverables together.

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Use the page header

The header holds buttons for the whole project. You see the ones your role allows.

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Read the dashboards

1

Open Overview

Click Overview. MSP staff click MSP Dashboard or Client Dashboard in the row below. Company users get the Client Dashboard.
2

Read the MSP Dashboard

The top rail shows Open tasks, Unassigned open tasks, pending Decisions and Action Items, Actual hours, and Budget hours. Click a pending tile to open that list. On projects with a client portal, the portal’s progress shows under the rail. See Read the project overview.
3

Read the Client Dashboard

This is what clients see: the summary, milestones, deliverables, and contacts.
MSP Dashboard for a linked onboarding project with operational metrics, progress, and phase readiness

The linked onboarding dashboard sits beneath the project summary rail.

When time entries are turned on, the MSP Dashboard also shows Time logged, with totals, billable hours, top tickets, and recent entries. On native projects without an active PSA integration, MSP staff can click Log time. The breakdown uses the latest entries, so it can differ from the project’s recorded actual hours.

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Find the guide for your task

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Use Project chat

1

Open the chat

Click Collaboration and Chat, or click Chat in the bottom-right corner to chat from any tab.
2

Send a message

Type in Ask a question or share an update… and click Send, or press Ctrl or Cmd plus Enter.
3

Choose notifications

Use the notifications button to follow the chat and pick In-app notification, Email, or both. You are notified when someone posts a new message.
Everyone with access to the project can read the chat. Your own messages have a menu to edit or remove them.

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Use Project AI

1

Open Project AI

Click Open Project AI at the right edge of the project page.
2

Ask or pick a prompt

Ask about the project, or pick a quick prompt such as Draft update.
3

Review changes

Proposed changes appear as Proposed change cards. Click Apply only on the ones you want.
Read-only users can ask questions but cannot apply changes. See Project AI, MCP, and client reviews.

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Troubleshooting

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Frequently asked questions

No. The sections show no unread badges. The actions waiting button counts pending items in Decisions and Action Items, not only yours.
Yes, if you can access the project and the pending item is assigned to you. See the response guide.
A project with no phases and at most one ticket uses the simpler Client Dashboard. Display settings and permissions also matter. Native project editors always get Tasks.
No. They get a read-only Project AI when it is enabled. Changes need an MSP edit permission and your approval of each proposal.

Project calendar

Inspect scheduled work and supported rescheduling.

Project settings

Configure tabs, field access, and status mappings.