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A project or task is missing

Check the view, lifecycle state, grouping and access before creating another record.

People working in Projects2 min readVerified
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Find the project

  1. Clear the index search and filters.

    Confirm you are in the Projects module rather than a specific client's list.

  2. Open More → Everything.

    Check On hold and Closed when the engagement is not active.

  3. Search by name, client or project code.

    Use the code to distinguish similarly named engagements.

  4. Check access with the owner.

    Ask them to review project visibility, your membership and responsibility.

Projects index with delivery views, project rows and search controls
Choose a delivery view, then open the project that needs attention. Select the image to view it larger in a new tab.

Find work inside the project

Open Work, choose All work and clear any Mine, Active or Client-facing narrowing. Expand a folded deliverable. Check grouping and the same task in the Tasks module; it may be linked to another project or deliverable.

Project Work list grouped by deliverable with tasks, states and estimates
Read tasks within their deliverable and check the filters before adding more work. Select the image to view it larger in a new tab.

Ask for help with useful context

If the record is still absent, contact support with the project code, page, selected view and the last action you took. Explain what should be visible and what appears instead. Exclude passwords, private client messages and sensitive attachments from the initial request.

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