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

In the sidebar, click + next to Projects (or ⌘K → “new project”)
Give it a name. Enter creates an empty project right away.
Or pick a setup under For a situation, such as Prepare a shoot, Client job or Road trip. A setup creates pages, tables, boards and sessions that are already linked, and starts with the page Start hier (“start here”).
Click Create project

Set colour, icon, due date and status afterwards in the project header. All setups in detail: Setups.

Project status

Status	Meaning
Active	Work in progress
Paused	Temporarily stopped
Completed	Finished
Archived	In the archive (see below)

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 (Create in project): it opens a menu with Pages, Moodboards, Tables and Sessions. You then create the page, board or table in the same dialog as everywhere else, with this project already preselected: type a name, press Enter. Alternatively use the Create menu 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

In the sidebar, the project row’s ”…” menu → 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

A project that is resting gets archived, not deleted. Archiving takes the project with all its content out of everyday view: out of the sidebar, the home page, sessions, tasks, search and pickers. None of it moves into the general area of the workspace. Share links stay reachable.

How to archive:

In the sidebar: the project row’s ”…” menu → Archive
Inside the project: More actions (top right) → Archive

There is no confirmation, because nothing is lost. The notice afterwards offers Undo right away.

Opening the archive and restoring

Archived projects are listed at the bottom of the project list in the sidebar under Archive (with a count), and in the Archive under Tools, which shows everything that is resting: projects, pages, boards, tables and sessions. When you open an archived project, a line at the top reads Archived on … with Restore. Pages, boards and tables inside it show Archived with the project ”…” and the way to the project.

Restore brings the project back with its content and resets the status it had before archiving.

Deleting a project

Permanent deletion is only possible from the archive: archive the project, select it in the archive → Delete permanently. You choose what goes with it:

Choice	Effect
Delete project with all content	The project, its pages, boards, tables, sessions and tasks are deleted. The dialog tells you how many.
Delete only the project	Pages, boards, tables and tasks move to the general area of the workspace. Sessions always belong to a project and are deleted as well.

Further topics

Client portal: share a project read-only with clients
Setups: whole situations and workspaces in one click
Equipment: equipment lists per project
Sessions: external collaboration and brief sharing