Project Management

Create and manage projects with custom workflows, tasks, and milestones for complete project visibility.

Overview

Agency OS AI projects include:

Customizable workflow stages
Task management with Kanban boards
Milestone tracking
Time and budget monitoring
Client collaboration via portal

Creating Projects

New Project

Navigate to Agency OS → Projects
Click New Project
Configure basic settings:
- Project Name - Descriptive title
- Client - Select from existing clients
- Status - Active, Planning, On Hold, Complete
- Budget - Project budget amount
- Deadline - Target completion date
Select or create workflow stages
Click Create Project

        POST /wp-json/agency-os-ai/v1/projects
{
  "name": "Website Redesign Q1 2026",
  "client_id": 15,
  "status": "active",
  "budget": 15000.00,
  "deadline": "2026-03-31",
  "workflow_id": 3,
  "description": "Complete redesign of corporate website with new branding"
}
    

Project Fields

Field	Type	Description
name	string	Project title
client_id	integer	Associated client ID
status	enum	active, planning, on_hold, complete, cancelled
budget	decimal	Project budget
deadline	date	Target completion date
workflow_id	integer	Default workflow stages
description	text	Project description
progress	integer	Completion percentage (0-100)

Project Statuses

Status	Color	Description
active	Green	Project is in progress
planning	Blue	Project is being planned
on_hold	Yellow	Project temporarily paused
complete	Purple	Project finished
cancelled	Red	Project cancelled

Project Views

List View

View all projects in a sortable table with columns for:

Project name and client
Status and progress
Budget vs. spent
Deadline and days remaining

Kanban Board

Visual board showing tasks organized by workflow stage:

Drag and drop tasks between stages
Quick status updates
At-a-glance progress

Gantt View

Timeline visualization of project tasks and milestones (future enhancement).

Project Actions

Action	Description
Add Task	Create new task in project
Add Milestone	Set important checkpoints
Add Team Member	Assign team to project
Add File	Upload project documents
Clone Project	Duplicate as template
Archive	Move to archive

API Endpoints

GET /wp-json/agency-os-ai/v1/projects

List all projects with filters. Params: client_id, status, search

POST /wp-json/agency-os-ai/v1/projects

Create a new project.

GET /wp-json/agency-os-ai/v1/projects/{id}/tasks

Get all tasks for a project.

Workflow Integration

Projects automatically use workflow stages for task organization. Configure workflow stages in Agency OS → Workflow Stages to create custom pipelines for different project types.

See the Workflow Stages guide for detailed setup instructions.