Commandix guide

Projects

Projects group work by outcome, department, goal, dates, owner, collaborators, and task flow. A project can act as a reusable operating template for repeatable work.

Last updated July 8, 2026

Projects overview with status filters, favorites, progress, departments, and goal links.

How to create a project

Open Projects.
Select New Project.
Enter project name and optional description.
Choose the department or unit responsible for the project.
Optionally link the project to a goal.
Set start and end dates.
Create the project, then open the project detail page to add tasks and members.

Project options reference

Option	Values	Use it when
Name	Required text	The project needs a clear outcome name.
Description	Optional text	You need project scope, success criteria, or operating notes.
Department	Required unit	Work belongs to a team or business unit.
Goal	Optional goal	The project contributes to a strategic or unit goal.
Start date	Date	The project should begin at a defined time.
End date	Date	The project needs a delivery or review boundary.
Status	PLANNED, ACTIVE, ON_HOLD, DONE, CANCELLED	You need portfolio status, filtering, and operational visibility.
Owners	Up to 2 people	The project needs executive or delivery accountability.
Collaborators	Any active users	People need explicit project membership outside task assignment.
Favorite	Star on/off	You want the project pinned in the sidebar for fast access.

How to create a recurring project

Important: Commandix does not currently have an automatic project recurrence field. The supported recurring project workflow is to use project duplication as a repeatable project template, then set each new cycle's dates. Recurring tasks are available separately inside the task system.

Create a project that represents the repeatable workflow. Example: Monthly Sales Pipeline Review, Quarterly Compliance Review, or Weekly Launch Readiness.
Add the standard task list, task priorities, assignees, and team membership.
Keep this project clean enough to reuse. Many teams name the source project with "Template" or keep it in PLANNED status.
Open the project detail page and select Duplicate.
Commandix creates a copy, resets project status to PLANNED, sets project start date to today, copies tasks, resets copied tasks to PLANNED, clears task due dates, and copies project members.
Rename the copy for the cycle, such as "Monthly Sales Pipeline Review - August 2026".
Set the new start and end dates.
Adjust task due dates, owners, dependencies, and project members for the current cycle.
If one task in the project must repeat automatically, set that task as a recurring task from the task detail modal.

Repeatable project work uses a standard project structure that can be duplicated for the next operating cycle.

Project detail capabilities

Project detail combines progress, tasks, project team, forecast, calendar, graph, and timeline views.

Progress gauge

Shows project completion based on visible tasks and done count.

Forecast widget

Shows project completion forecast using current project and flow data.

Kanban view

Move project tasks through Planned, Active, Blocked, and Done.

List view

Scan project tasks in a compact list.

Calendar view

Place project work by task due dates.

Dependency graph

Visualize task dependencies and critical path.

Gantt-style timeline

See dated tasks across the selected date range.

Team members

See the people involved and their task completion counts.

How to manage project owners and collaborators

Open the project detail page.
Select edit project.
Add up to two owners.
Add collaborators by searching active users.
Save. Owners and collaborators are stored as project members.