Run work as projects

Projects sit between categories and tasks. A category such as Penguin Operations defines a broad area of responsibility; Project Waddle groups the concrete tasks required to prepare the orbital penguin habitat.

Projects grouped under Penguin Operations, Mission Control, Fish Diplomacy, and Human Maintenance, including Project Waddle and the Europa sardine cold chain — Each row combines status, task progress, target date, and a short purpose statement. Desktop keeps space for a selected project on the right; mobile uses the full width for the list.

Find the project you need

Search matches project titles, stored project text, and category names. The filter control narrows the list by project status or category. A filter stays inactive until you select Apply.

Project filter dialog with status and category controls over the Intergalactic Penguin Logistics project list

Projects remain grouped by category after filtering. This makes similarly named efforts easier to distinguish and keeps each operational area visible.

Create a project

Select the + button in Projects, then enter:

a required title;
an optional category; and
an optional target date.

Create project form for Establish the lunar sardine reserve in the Penguin Operations category — The creation form is a bottom sheet on mobile and a centered dialog on desktop.

A new project starts Open. If its category has a project-agent template, Lotti also provisions that agent after the project is saved. The project still works normally when no matching template exists.

Use a title that describes the outcome or enduring mission. “Establish the lunar sardine reserve” says more than “Sardines.”

Edit project settings

Choose Edit project from a project detail to open the complete form editor inside the Projects workspace. It covers the title, description, category, status, and target date. Health, agent actions, proposed changes, and linked tasks stay on the read-first project detail. Cancel and Save sit directly below the form, and either action returns to that project.

Project Waddle editor showing its title, description, category, active status, and target date — The form editor opens from the read-first project workspace and returns there after saving or canceling.

Understand project status

Status	Use it when
Open	The project exists but active execution has not started.
Active	Work is currently moving and belongs in day planning.
Monitoring	No work is scheduled, but the outcome still needs observation.
On Hold	Work is paused for a known reason.
Completed	The intended outcome has been reached.
Archived	The project is retained for history but no longer operational.

Select the status pill on the project detail page to change it. Status changes, category changes, and target-date changes save immediately; there is no separate save button on this read-first detail surface.

Read project health and its report

Project Waddle detail showing an On Track health assessment, five of eight tasks completed, one blocker, and an expandable AI report — Desktop keeps the project list and detail side by side. Mobile opens the same detail as a full page.

The project-agent card brings the assessment and report together:

the health band summarizes the agent's assessment, with rationale and confidence when available;
task progress shows completed and blocked counts;
the report gives a current summary and can expand to its full content; and
recommendations call attention to concrete next actions.

In Project Waddle, an On Track assessment and five completed tasks are encouraging, but the zero-gravity fish feeder is still a launch blocker. Read the rationale before treating the band as a verdict.

When a project agent is configured, its controls let you choose a model setup, toggle automatic updates, run a report now, or cancel a scheduled wake. Without an agent, the detail offers assignment and still shows the project's tasks and description.

Keep project work in tasks

Project Waddle task panel listing habitat inspection, zero-gravity fish-feeder calibration, and sardine cargo-pod confirmation with estimates and statuses

Project task rows show each task's title, short summary, estimate, and current status. Select a row to open the task itself. Task details remain the source of truth for descriptions, recordings, checklists, images, time records, and cover art.

Assign a task to a project from the project control in the task header. Projects are scoped by category, so give the task a category before choosing a project. A task belongs to at most one project at a time; assigning another project moves the link instead of duplicating it.

A project's category cannot change while it has linked tasks or a live project agent. This protects membership and agent permissions from silently drifting into different categories.

Projects, categories, and tasks

Use the three levels deliberately:

Category: a durable operational area such as Penguin Operations.
Project: a multi-task outcome such as Project Waddle.
Task: an executable unit such as recalibrating the zero-gravity fish feeder.

Avoid creating a project for a single simple action. Use one when multiple tasks need a shared target date, status, progress rollup, or operational report.

Find the project you need​

Create a project​

Edit project settings​

Understand project status​

Read project health and its report​

Keep project work in tasks​

Projects, categories, and tasks​