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Intro to Project

Overview ​

Projects in 5day.io are how you organize and manage a group of tasks that are part of a larger goal, initiative, or deliverable. Every task you create belongs to a project, making it easier to group related work, assign responsibilities, and track progress in one central place.  Use projects to: 

  • Group related tasks under one initiative. 
  • Set timelines with project start and end dates. 
  • Track progress using different views such as List or Board. 
  • Collaborate with your team using files, and discussions. 
  • Get visibility into all task-level details without losing sight of the big picture. 

Each project supports additional metadata like project description, client assignment (if enabled), tags, custom fields, and more—so your team has all the context in one place. 

✅ Projects form the foundation for execution in 5day.io. Whether you're launching a new product, running a client engagement, or managing an internal sprint, it all starts with creating a project.   

Subscription Association: Projects ​

The Projects feature is available across all subscription plans in 5day.io. However, the number of projects you can create depends on your subscription tier: 

Project Creation Limits by Subscription Plan​

Subscription Plan Project Creation Limit 
Free Plan Up to 5 Projects 
Growth Plan Unlimited Projects 
 

Who Can Create and Manage Projects ​

  • Account Owners, Account Admins, and Managers (default roles) can create, access, and manage projects. 
  • Custom Role Users with the Add permission enabled for Projects in Security & Permissions can also create projects. 

⠀✅ Project creation access is controlled through role-based permissions in Security & Permissions.   

Project Attributes ​

Each project in 5day.io includes a set of configurable attributes that help you define the scope and track the status:   

When Creating a Project: ​

You'll be prompted to fill in: 

  • Project Name – The name of your project 
  • Where – The workspace or space under which the project will be created 
  • Description – (Optional) A brief explanation of the project 
  • Duration – Start Date and Due Date to set a timeline 

⠀ 

After Project Creation (in Project Settings): ​

You can further configure: 

  • Priority – Choose from predefined levels (e.g., High, Medium, Low) 
  • Budget Type – Select whether the project is billable or non-billable 
  • Prefix – A short code added to all tasks ID within the project (e.g., MKTG-101) 
  • Progress – Track % completion of the project 
  • Owner – Assign responsibility to a specific person 
  • Description – Update or expand the project summary 
  • Client – Tag the project to a specific client. (This option is available only if the Client feature is enabled in Project Settings.) 
  • Custom Fields – Add fields like budget, department, or tags as per your needs 

⠀These attributes are accessible via the Project Settings menu and can be updated at any time.