Projects

Project structure

Projects give durable structure to work that extends beyond a meeting or Office room.

• Use a clear title and outcome.
• Add members who need project access.
• Create tasks with owners and due dates.
• Keep project files and updates with the project.
• Use activity history to understand what changed.

Run a project

Move from definition to delivery without losing the conversation that created the work.

1. 1
   Create

   Open Projects and create a project with the expected outcome and access.

2. 2
   Break down the work

   Add tasks, owners, status, dates, and supporting files.

3. 3
   Review progress

   Use project views and activity to find blocked, upcoming, and completed work.

4. 4
   Connect live work

   Start or schedule a conversation, then capture decisions and actions back in Patvero.

Project access

Project visibility follows workspace and project membership. API keys need the projects.read scope to read workspace-visible project summaries.