# Projects, tasks, and scheduling

> Organize delivery work with projects, task ownership, calendar events, reminders, notes, and time-aware client commitments.

- Product: Workspace369
- Documentation version: 2026.3
- Section: Client work
- Last updated: 2026-07-11
- Canonical source: https://docs.workspace369.com/v/2026.3/core-workflows/projects-tasks-scheduling/

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Projects, tasks, and schedules describe different parts of delivery. Use them together without recording the same commitment several times.

## Choose the right record

| Use | Best for |
| --- | --- |
| Project | A body of client work with multiple steps, files, people, or outcomes |
| Task | A specific action with an owner and expected completion |
| Calendar event | Work or a meeting that must happen at a particular time |
| Reminder | A lightweight prompt to return to an action or conversation |

## Create a project from client context

Attach the project to the client so delivery, communication, documents, and billing can be understood together. Use a clear project name that distinguishes the engagement from other work for the same client.

## Assign actionable tasks

Every active task should make the next action understandable. Include an owner, due date when meaningful, and enough context to complete the task without searching unrelated systems.

## Schedule time-sensitive work

Use the calendar for meetings, visits, appointments, deadlines, and other time-bound commitments. Confirm the workspace timezone and participant details before sharing an event externally.

::app-screenshot
---
src: /screenshots/2026.3/calendar-month-light.png
alt: Workspace369 Calendar showing a July 2026 month view, event preview, display options, and the Add Schedule action
caption: The month view keeps recurring work, visits, and schedule density visible. Select a date to inspect its event list, or switch to Day, Week, or Schedule when the month view is intentionally showing a lighter preview.
meta: Workspace369 2026.3 · iPad · Light mode
cropTop: 2.8
---
::

## Keep the workflow current

Update task and project status as work changes. Stale status is worse than a smaller, accurate workflow because it causes the team to plan around information that is no longer true.

## Connect delivery to billing

When project progress affects estimates, invoices, retainers, or payment plans, keep the billing record connected to the same client and engagement context. Continue to [Invoices and payments](/v/2026.3/finance/invoices-and-payments/).