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?
Section titled “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
Section titled “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
Section titled “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
Section titled “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.
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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Click the corresponding + icon in the project overview or use the Create menu.
Client portal (share a project)
Section titled “Client portal (share a project)”Share a read-only overview of your project with clients — see Client portal.
Duplicating a project
Section titled “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
Section titled “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
Section titled “Deleting a project”··· → Delete. All associated Pages, Boards, Databases, and Sessions will also be deleted.
Further topics
Section titled “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