🌐 Workflows & Swarm
Projects — Complete Guide
Initiative folders — group tasks, track workload, and open filtered Ops Kanban boards.
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Updated July 6, 2026
5 min read
Open Projects from the sidebar. Initiative folders — group tasks, track workload, and open filtered Ops Kanban boards.
What you can do
- Initiative folders — group Ops Kanban cards by client or campaign
- Workload view across humans and agents
- Open filtered Kanban boards per project
- Track delivery milestones and overdue work
Step-by-step — start to finish
1
Open Projects from Work.
2
Create a project — name, client tag, optional deadline.
3
Add Ops Kanban cards to the project from the card editor or bulk assign.
4
Click Open board for a project-scoped Kanban view.
5
Review workload bars to balance agent vs human capacity.
Get value from Projects
💡
Agencies should create one project per client — Dashboard and Ops Kanban filters stay clean, and Results artifacts map to the right deliverable folder.
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