Projects
Coordinate the creative work, tasks, and budgets that support your teaching.
Projects is where your team coordinates the work around your teaching — design, tech, volunteers, and budgets — for an event or initiative. Think "Easter production," not "this Sunday's sermon." Projects bundle tasks, milestones, assets, and purchase requests in one place.
Projects are available for church organizations on a plan that includes project management. If you don't see Projects in your sidebar, your organization may not have it enabled.
In this article
Projects vs. series
It's easy to confuse the two, so here's the difference:
- A series groups the sermons you preach.
- A project groups the work that has to get done — often for the same season, but it's about coordination, not content.
See Key concepts for the full glossary.
What's in a project
Every project gives you a few coordinated tools:
- A board of tasks and milestones to track progress. See Boards and tasks.
- Meetings with agendas, notes, and action items that become tasks. See Meetings.
- Purchase requests to capture and approve spending. See Purchase requests.
- An activity feed of comments, updates, and status changes — right in the project's info panel.
Create a project
Create a new project and give it a clear, specific name (for example, "Easter 2026 Production").
Want routine steps to happen on their own — like creating a task when a project hits a milestone? See Automations.
Archive a project
Archiving hides a project from the active list without deleting anything. Use it when a project wraps up but you want to keep the history.
Archived projects move to the Archived list (linked from the Projects sidebar). From there you can browse completed projects and Unarchive any of them to make them active again. The task history, files, and purchase requests are all preserved.
Delete a project
Deleting permanently removes a project. This action cannot be undone from the app.
If you just want to stop seeing a project in your active list, archive it instead — you can always bring it back. Delete is for projects created by mistake or that you're certain you'll never need again.