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Viewing a Project

The project detail page is your command centre for one event. Everything for that production lives here: overview, tasks, schedule, inventory, reports, files, notes, and activity. Albums have a compact card on the project page and a dedicated album workspace for full management.

See the walkthrough: Project Detail Page for a screenshot-led tour.

Annotated view of the LiftOff project detail page

When to use this page​

Open a project when you need the full picture: event details, what is still open, recent notes, uploaded files, and what changed recently.

Who can do this​

Anyone with access to the project can view it. Project guests only see projects they were invited to.

How to open a project​

  1. Go to Projects or Home.
  2. Select the project title.
  3. The project detail page opens on Overview.

Project sections​

Use the section navigation to move around the page:

Overview​

  • Project title, client, status, and event date
  • Summary and theme
  • Event venue and schedule timing
  • Project timeline (setup, event, teardown, and key tasks)
  • Assigned team members
  • Trailer recommendation when AI flagged transport needs
  • Email to Project alias setup
  • Album card with quick open, upload, and sharing actions

Tasks​

All tasks for this project, plus any AI suggested tasks waiting for review.

Schedule​

Schedule blocks for prep, travel, setup, event, teardown, and related timed work. See Project Schedule.

Inventory​

Catalog items matched to this project from notes, files, or AI suggestions. Items that still need a catalog match appear here too so you can rent, buy, make, substitute, dismiss, or add them to inventory.

Reports​

Generate project reports, view past report requests, and download PDFs.

Files / Photos​

Uploaded documents, photos, mockups, recipes, and AI renders.

Album​

The Album card in Overview shows album status, media count, and quick actions. Click Open Album to manage photos and videos on the dedicated album page. See Albums.

Notes​

Project notes with attachments and comment threads.

Activity​

A running log of important changes on this project.

On mobile, tap a section pill to jump there. Primary tabs are Overview, Tasks, Files, Notes, and More. Sections can collapse to save space.

Project header actions​

Depending on your role, the header may include:

  • Edit project: Opens Quick Add with the project form
  • Generate report: Starts the report workflow
  • Archive: Moves the project to archived state
  • More: Additional actions on mobile

Next steps​

Good to know​

  • Archived projects show a banner and limit some editing.
  • AI features may be unavailable until profile setup is complete or for project guests.