The Projects module tracks delivery work for a client after a deal is won — statuses, tasks, team assignments, and files, all attached to the project.
How to Open Projects #
Go to Hive CRM → Projects.
Project Statuses #
Every project moves through a set of customizable statuses (for example Planning, In Progress, On Hold, Completed) that you define in Project Settings.
What a Project Includes #
A project’s detail page brings together:
- A status and timeline
- A task list scoped to that project (see Task Management Overview)
- Team member assignments
- A discussion thread for project-related comments
- File attachments
Where Projects Come From #
Projects are typically created once a deal is won, to track the delivery work for that client — though you can also create a project directly without an associated deal.
When to Use Projects #
Use Projects to organize and track ongoing delivery work for a client, separate from the sales process that got you there.
