Projects

Projects is FanDesk's team project management system. Organize work, track progress, and collaborate effectively.

Creating a Project

Go to Projects (shortcut: 4)
Click + New Project
Choose a template (or start blank)
Name your project and set a key (e.g., "BACK" for Backend)

Project Templates

FanDesk includes templates for different workflows:

Template	Best For	Default Statuses
Engineering	Software development	Backlog → To Do → In Progress → In Review → Done
Sales	Pipeline management	Lead → Qualified → Proposal → Negotiation → Won/Lost
Marketing	Campaign management	Backlog → Draft → In Review → Approved → Published
HR/Hiring	Recruitment	Applied → Screening → Interview → Offer → Hired/Rejected

Each template comes with appropriate:

Status columns
Custom fields
Workflow settings

Project Views

Kanban Board

Visual columns for each status. Drag tasks between columns.

List View

All tasks in a simple scrollable list.

Table View

Spreadsheet-like view with all columns visible.

Calendar View

Tasks plotted on a calendar by due date.

Gantt View

Timeline view showing task duration and dependencies.

Task Keys

Every task gets a unique key:

PROJECT_KEY-NUMBER

Examples:

BACK-42 (Backend project, task #42)
MOBILE-1 (Mobile project, first task)
OPS-156 (Operations project, task #156)

These keys are searchable and linkable.

Project Members

Roles

Lead — Full control, can manage settings
Member — Can create and edit tasks

Adding Members

Open project settings
Go to Members
Search for team members
Set their role

Project Settings

Configure your project:

Setting	Description
Name	Project name
Key	Short identifier (e.g., BACK)
Description	Project overview
Lead	Project lead — receives auto-assigned tasks
Default Assignee	Who gets new tasks by default
Features	Enable/disable sprints, GitHub, etc.

Project Lead & Auto-Assignment

The Lead role is important for task auto-assignment. When a task in your project remains unassigned for more than 24 hours, FanDesk automatically assigns it to the project lead. This ensures no task falls through the cracks.

To set a project lead:

Open project settings
Go to Members
Set a member's role to Lead

Learn more about auto-assignment in My Tasks.

Next: Learn about sprint planning in Sprints & Velocity.