{"schema":"exacc.help.page/1","url":"https://exacc.au/help/manage-projects/","title":"Find and track projects","description":"Follow projects and tasks on the Projects and Tasks boards (drag a card to change status) or in the lists and reports; close a project when it is finished.","category":"Projects","summary":"**Business › Projects** is a board of active projects: drag a card to change its status, filter by **User**, **Priority** or **Overdue Only**. **Business › Projects (List)** lists them by client, user, type and status. **Tasks** and **Tasks (List)** do the same for tasks. Finish a project by moving it to a finished status.","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"Open the Projects board","url":"https://app.exacc.au/{dbId}/todo/projects"},"menuPath":["Business","Operations","Projects"],"steps":[{"step":1,"title":"The Projects board","body":["Open **Business › Projects**. Active projects are shown as cards by status; tick **Add Pending** to include pending ones. Filter by **User**, **Priority**, **In Focus**, **Overdue Only** and whether they have tasks.","Drag a card to another column to change its status. Each card has **New Task** and **Go to Contact**."],"url":"https://app.exacc.au/{dbId}/todo/projects","image":"https://exacc.au/help/manage-projects/step-1.png"},{"step":2,"title":"The Projects list","body":["**Business › Projects (List)** shows projects with client, type, due date, status, priority, manager and who they are assigned to, filtered by **Customer**, **User**, type and **Status Category**. **To Excel** exports it; each row has **Open Project**, **Add new Task** and **Go to Client**."]},{"step":3,"title":"Tasks","body":["**Business › Tasks** is the same board for tasks (pending and active), and **Tasks (List)** lists them. Reports › Sales has **Projects List** and **Project Tasks List**."]},{"step":4,"title":"Finish a project","body":["Move it to a status in the finished category: it leaves the board but stays in the lists. Projects cannot be archived, copied or deleted from the board."]}],"sections":[{"heading":"Billing the work","body":["Time recorded against a project's tasks is invoiced with **Invoice from timesheets**, by client and date."]}],"related":["https://exacc.au/help/create-project/","https://exacc.au/help/add-task/","https://exacc.au/help/project-types/","https://exacc.au/help/invoice-from-timesheet/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}