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.
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.
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.
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
The project settings route provides the complete form editor for status, title, target date, health, agent assignment, proposed agent changes, and linked tasks. It also keeps Cancel and Save actions pinned at the bottom, so pending form changes are explicit.
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
The health panel summarizes the current project-agent assessment:
- the health score is a compact signal, not a substitute for the underlying work;
- 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, a score of 82 and five completed tasks are encouraging, but the zero-gravity fish feeder is still a launch blocker. Read the explanation before treating a score as a verdict.
When a project agent is configured, the report menu can request a fresh report or cancel a scheduled wake. Without an agent, the project still shows its tasks and any stored project text.
Keep project work in tasks
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.
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.