Understanding Autotask Project Cards

Applies to: Autotask project boards

The parts of a project card are:

project

  1. Project ID. You can easily copy the project ID to your clipboard by hovering over the number with your cursor, then clicking the copy-icon icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the project at the highest priority in the column
    2. Send to Bottom: ranks the project at the lowest priority in the column
    3. Edit Project: view and change various properties of the project
    4. Open in Autotask: open the project in the Autotask web app. You can also click the project title to do this.
  3. Task board link: drill into the project's tasks- this opens a task board filtered to show only task from this project. If this doesn't appear, then the Kanban board's "Task board" field has not been set.
  4. Start and end of the project, This is shown if the board's "Start and end" option is enabled.
  5. The Completion percent and duration of the project, this is shown if the board's "Completed percent" and "Duration" options are enabled, respectively.
  6. The Actual and estimated hours for a project, This is shown if the board's "Hours" option is enabled.
  7. Length of time since the project has changed statuses in TopLeft. This is shown if the column's "Status age" option is enabled.
  8. The Project lead resource
  9. Project type
  10. Company name
  11. Project name