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Projects

Projects are the main organisational unit in Align. Each project represents a piece of work — a product, a client engagement, or a development initiative — and contains all its entries, releases, and team members.

Creating a Project​

Only admins and project owners can create new projects.

  1. Click Projects in the left sidebar.
  2. Click New Project in the top-right corner.
  3. Fill in the project details:
    • Name — a clear, descriptive name (e.g. "Acme Platform v3").
    • Description — a brief summary of what the project covers.
    • Client — the client organisation associated with this project (if applicable).
  4. Click Create Project.

You'll be taken straight to the new project's dashboard.

New project form
The create project modal with name, description, and client selection fields.

Managing a Project​

Project Settings​

From any project, click the Settings tab to:

  • Update the project name and description.
  • Change the project status (Active, On Hold, Completed, Archived).
  • Upload a project logo.
  • Configure inbound email for the project.
  • Manage GitHub repository links.
Project settings tab
The project settings page showing status, branding, and integration options.

Adding Team Members​

  1. Open the project and click Members.
  2. Click Add Member.
  3. Search for a user by name or email.
  4. Assign a role for this project (Developer, Tester, Client, etc.).
  5. Click Add.

The new member receives an email notification and gains access immediately.

Project members panel
The members list showing each user's name, role, and invite status.

Project Roadmap​

The Roadmap view shows all releases for the project laid out on a timeline.

  1. Open the project and click Roadmap.
  2. Each bar represents a release, spanning its planned start and end dates.
  3. Click a release bar to open its detail panel.
  4. Drag the edges of a bar to adjust dates (admins and project owners only).
Project roadmap view
The Gantt-style roadmap showing multiple releases across a quarterly timeline.

Project Statuses​

StatusMeaning
ActiveWork is ongoing
On HoldTemporarily paused
CompletedAll planned work is done
ArchivedProject is closed; read-only for most roles

Tips​

  • Use the filter bar at the top of the projects list to filter by status, client, or your own membership.
  • Pin frequently-used projects by clicking the star icon.
  • Project admins can configure inbound email so clients can submit entries by email — see Settings → Email.