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KMD Agency Documentation

Project Management

A project is the central object connecting a client, your team’s assignments, tasks, milestones, files, and messages.

What a project contains

  • Assignments — which staff members are attached to this project.
  • Tasks & milestones — the work breakdown and its status.
  • Files — each individually marked visible or hidden to the client.
  • Messages — a message thread tied to the project.
  • Activity — a log of what’s changed.

Who sees what

RoleSees
Super Admin / Admin / Project Manager (with “manage all projects”)Every project.
Developer (or anyone without “manage all projects”)Only projects they’re specifically assigned to.
ClientOnly their own project(s), and only client-visible files/messages within them.