Projects

Projects bring all related content together — Pages, Boards, Databases, and Sessions — in one place. They are the primary organisational framework in Pachurros.

When to create a project?

A single shoot or production
An ongoing client relationship
A campaign
An internal endeavour (equipment tracking, templates, …)

Creating a project

Click + New Project in the Sidebar
Give it a name
Optional: colour, icon, due date, status
Choose a template (or start blank)

Project status

Status	Meaning
Active	Work in progress
Planned	Not yet started
On hold	Temporarily paused
Completed	Finished
Archived	Completed, hidden from the Sidebar
Cancelled	Not continued

Anatomy of the project page

The project page is organised into tabs:

Tab	Content
Overview	Dashboard: next session, progress, tasks, phases, pinned & recently edited items, media, activity
Tasks	The project’s to-do list
Calendar	All of the project’s dates at a glance
Moodboards / Pages / Tables / Sessions	The associated content of each type

Use the Create menu in the overview to quickly add a session, board, page, table, or task.

Tasks

Every project has a shared task list (visible to all members):

Add: type a title and press Enter
Complete: the checkbox on the left
Due date: set per task (overdue ones turn red)
Assign: give a task to a workspace member — it then also shows up in their My Tasks
Reorder: drag & drop tasks

The progress bar in the project header and overview is derived automatically from completed tasks.

Milestones / phases

Give your project a timeline — e.g. Briefing → Shoot → Edit → Delivery. Create phases with a title and date, check them off; progress is shown. Phases also appear in the project calendar.

Lead, health & cover

From the project header you control:

Lead: a workspace member as the main owner (with avatar)
Health indicator: On track, At risk or Off track — a quick status read
Cover image: a banner for the project (add, reposition, remove)
Pinned items: pin important pages/boards/tables/sessions to the top of the overview (pin icon)

Project calendar

The Calendar tab combines all of the project’s dates in a month view:

Sessions (by date)
Task due dates
Milestones
the project deadline

A legend colour-codes the entry types; clicking a session jumps straight to it.

Adding content

Inside a project you can create:

Pages — documents, briefs, notes
Boards — visual canvases, moodboards
Databases — shot lists, contacts, tasks
Sessions — collaboration with external partners

The quickest way is the + on the project row in the sidebar: it opens a menu where you create a page, moodboard, table or session inside the project right away. Alternatively use the buttons in the project overview.

Where that content then lives

Everything belonging to a project sits inside the project in the sidebar — and only there. The Workspace area below it shows content without a project only. Every item has exactly one place and never appears twice.

To assign existing content afterwards: ”…” menu on the row → Assign to project. The same way you take it out again. Subpages inherit the project from their parent page automatically.

Share a read-only overview of your project with clients — see Client portal.

Duplicating a project

··· → Duplicate creates a copy of the project including its tasks and phases (status reset). Handy for reusing a proven project as a template for a new one.

Archiving a project

Click Archive in the project’s ··· menu. The project disappears from the Sidebar but remains accessible via Archive (at the bottom of the Sidebar).

Deleting a project

··· → Delete. All associated Pages, Boards, Databases, and Sessions will also be deleted.

Further topics

Client portal — share a project read-only with clients
Project templates — all 9 starter templates
Equipment — equipment lists per project
Sessions — external collaboration and brief sharing