Projects
Organize your work with Kanban projects, customizable workflows, and team access controls.
Projects (formerly called Boards) are your workspaces in Spedy. Each project represents a team, a product, or any workstream you want to track. Inside a project, you'll find all of your tickets organized in a visual Kanban layout that makes it easy to see what's happening at a glance.
The Kanban View
When you open a project, you'll see your tickets laid out across columns. Each column represents a status in your workflow -- for example, "Backlog", "To Do", "In Progress", or "Done". To move a ticket forward, simply drag it from one column to the next. The change is saved automatically.
Every status column belongs to one of four categories that help Spedy understand where a ticket sits in its lifecycle:
| Category | What it means | Examples |
|---|---|---|
| Planning | Work that hasn't started yet | Backlog, Triage |
| Blocked | Work that is stuck and needs attention | Blocked |
| Active | Work that's currently in progress | To Do, In Progress |
| Final | Work that's finished | Done, Cancelled |
You can customize the statuses and columns that appear on each project to match how your team actually works.
Creating a Project
To create a new project, click the New Project button in the sidebar. Give your project a name and a short prefix (for example, "ACME"). This prefix is used to generate readable ticket IDs like ACME-1, ACME-2, and so on -- making it easy to reference tickets in conversations or messages.
Editing and Archiving Projects
Open your project settings to rename the project, change its prefix, or adjust its workflow columns. If a project is finished or paused, you can archive it to remove it from your active list without deleting any data. Archived projects can be restored at any time from the settings area.
Project Access Roles
Not everyone needs the same level of access to a project. Spedy provides three roles to control what each person can do:
| Role | What they can do |
|---|---|
| Project Admin | Full control -- manage members, change settings, create and edit tickets |
| Project Member | Create, edit, and manage tickets on the project |
| Project Viewer | View tickets and project content in read-only mode |
You can add individual users to a project, or assign an entire team so that all team members automatically get access. Organization administrators always have access to every project.
View Modes
Every project offers three views. Switch between them using the view switcher at the top of the project page. Your selection is saved per project in your browser.
| View | What it shows |
|---|---|
| Kanban | Classic status columns -- drag tickets between them to change status |
| List | A compact vertical list of all tickets |
| Table | Tabular layout with sortable columns for status, priority, assignee, dates |
All views share the same board filters and open the ticket side panel when you click a ticket.
For a time-based overview of start and due dates, see the separate Timeline page.
Project Folders
Project folders group your projects on the overview page -- for example by client type, department, or priority. Folders appear as collapsible sections in both the grid and list layouts.
Creating and Using Folders
- Open the Project Overview
- Click New Folder and enter a name
- Drag projects into the folder via drag-and-drop -- or use the Move to menu on the project card
Projects without a folder remain at the top of the overview. Each folder's collapsed/expanded state is remembered between sessions.
Permissions
- Creating folders requires the boards:create permission
- Renaming, reordering, and deleting folders requires boards:edit
- Deleting a folder does not delete the projects inside -- they are moved back to the ungrouped section
Folders are visible organization-wide but hidden from external customer accounts.
Project Favorites
Star the projects you access most often. Hover over a project card on the overview page and click the star, or use the star icon in the project header. The star turns amber/gold and the project is pinned at the top of the sidebar projects menu.
Favorited projects appear above a divider, with your recently visited projects listed below -- sorted alphabetically instead of cut off. The sidebar shows 5 pinned projects initially; scroll to reveal more. Favorites are personal -- only you see your own, and they are cleared when you switch organizations. You can have up to 200 project favorites.
To remove a project from your favorites, click the star again on the project card or in the project header.
Project Settings
From the project settings page, you can:
- Rename the project or update its prefix
- Manage which statuses and columns appear on the project
- Add or remove team members and set their roles
- Archive or restore the project