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Project settings
Each project has its own settings that control permissions, notifications, linked contacts, and default configuration. Project-level settings can override workspace-wide role defaults, so access to a specific project can be tightened or expanded without changing the role itself.
Per-project permissions
Permissions at the project level control who can view and edit that specific project. A team member with broad workspace access can be restricted from a particular project, and a team member with limited access can be granted entry to a project they wouldn't normally see. These overrides apply only to the project in question and don't affect access anywhere else in the workspace.
Per-project permissions mean that sensitive work stays restricted to the right people, even if their role would normally give them broader access.
Default task board
Each project can have a default task board, which controls the initial view when opening the project's tasks tab. The default board determines which task groups and columns appear first, so different projects can have different task structures without affecting each other.
Linked contacts
Contacts linked to a project include both the client and any contributors. The client field connects the project to a contact record, which means invoices, proposals, and conversations created inside the project pre-fill with the client's details automatically. Contributors appear in task assignment dropdowns and receive notifications based on their workspace notification settings.
