Projects

Browsing, creating, and working inside projects.

All Projects

The All Projects page shows every project in your organization as a card grid. Each project card displays:

• Project name (click to open)
• Status badge (color-coded)
• Group name (if assigned) or "No group" in gray text
• Start date and target completion date (if set)
• Created date

Filtering by Status

Use the Show dropdown at the top to filter projects by status:

• All — Every project (default)
• Idea — Projects still being defined
• Active — Projects currently in progress
• Completed — Finished projects
• Archived — Projects no longer active

If you have no projects yet, you'll see a welcoming empty state with a prompt to create your first project.

Creating a New Project

Click Create a new project from the sidebar or the All Projects page to start the project wizard. The wizard adapts based on your role.

Step 1: Name Your Project

Give your project a clear, descriptive name. Examples: "TPS Report Efficiency", "Production Carbon Reduction". Click Create Project to continue.

Role-based behavior:

• Users — Your project is automatically assigned to your group. You skip Step 2 and go straight to Step 3.
• Managers — Your project is assigned to your group by default. You'll see Step 2 to confirm or change the group (if you manage multiple groups). There is no "None" option — Managers always create projects within a group.
• Owners and Admins — You proceed to Step 2 where you can optionally assign a group.

Step 2: Assign to a Group

This step appears for Managers, Owners, and Admins (Users skip it).

• Managers see a dropdown pre-selected to their group. If they manage multiple groups, they can choose between them.
• Owners and Admins see all groups plus a "None" option. Click Next to continue — the project will be created without a group if "None" is selected.

You can always change the group later in the project's Settings tab.

Step 3: Set Project Status

Choose the starting status for your project:

• Idea (default) — Still being defined or proposed
• Active — Ready to work on
• Completed — Already finished
• Archived — No longer active

Click Go to Project to save your settings and jump straight into your new project's Charter tab.

If You Don't Have a Group

If you're a User and your account hasn't been assigned to a group yet, you'll see a message explaining that you need a group before you can create projects. Ask your admin to assign you to a group on the All People page.

Inside a Project

Once you open a project, you'll see the project name and group at the top, along with the tab bar for navigating between sections.

Charter

The Charter tab is the foundation of your project — it captures why the project exists and what success looks like.

Show mode is the default view. You'll see the charter content displayed in a clean, readable format. Click Edit Charter to make changes.

If the charter is empty (brand new project), you'll see a single prompt encouraging you to fill it in.

Edit mode lets you fill in or update:

Click Save Charter when you're done, or Cancel to discard changes. Only fields you've filled in are shown in show mode — empty fields are hidden.

Metrics

Metrics appear below the Charter on the same tab. They help you quantify what you're measuring and how you're progressing.

Primary Metric — Displayed as a prominent blue card. This is the main thing your project is trying to move. It includes:

• Metric name and unit
• Baseline (where you started)
• Current (where you are now)
• Target (where you want to be)
• A progress bar showing how far you've come

You set the primary metric through the Charter edit form.

Secondary Metrics — Displayed as smaller gray cards below the primary metric. These are additional measures you want to track — for example, CTQ (Critical to Quality), KPI, X (input), or Y (output) metrics. Each secondary metric has a name, type, unit, current value, and target value. You can add, edit, and delete secondary metrics inline.

Progress bar direction: The progress bar on each metric automatically handles both "higher is better" (like customer satisfaction) and "lower is better" (like response time) metrics. When a baseline is set, progress is calculated as the percentage moved from baseline toward target — this works correctly regardless of direction. When no baseline is set, SixGrid infers the direction from whether the current value is above or below the target.

Notes

Notes appear below Metrics on the Charter tab. They work like a simple project journal — short entries to capture decisions, updates, or context.

• Notes have no character limit.
• Notes are displayed newest-first (most recent at the top)
• You can add, edit, and delete notes
• Great for quick status updates like "Kickoff meeting scheduled for Friday" or "Baseline data collection complete"

Financials

The Financials tab tracks the money side of your project — both what you're saving and what you're spending.

Financial Summary — A header card at the top showing three numbers:

Benefits — Individual benefit line items. Each benefit has:

• Benefit Type: Cost Savings, Cost Avoidance, Revenue Increase, Safety Impact, Compliance Impact, Environmental Impact, or Other
• Classification (optional): Additional categorization
• Annualized Value: The dollar value per year
• Status: Estimated or Actual
• Description: What this benefit is

Benefit types are shown as color-coded badges. The total annualized value is shown in the section header.

Costs — Individual cost line items. Each cost has:

• Cost Type: Operating Expense, Cost of Goods Sold, Capital Expenditure, or Other
• Classification (optional): Additional categorization
• Annualized Value: The dollar value per year
• Status: Estimated or Actual
• Description: What this cost is

The total annualized cost is shown in the section header.

Milestones & To-dos

The To-dos tab is where you manage the day-to-day work of your project. Milestones and their to-dos are displayed together in a single grouped view — milestones act as collapsible section headings, with their linked to-dos nested underneath.

The grouped view:

• Each milestone appears as a section header showing its title, due date, open/done to-do counts, and status badge
• Click the chevron to expand or collapse a milestone's to-dos
• Completed milestones start collapsed by default — keeping your focus on active work
• To-dos nested under a milestone are indented beneath their milestone header
• Unassigned to-dos — any to-do not linked to a milestone appears at the bottom in a quiet "Unassigned" section
• The Open/Done filter at the top right filters to-dos within each section without hiding the milestone headers themselves

Creating a to-do — Hover over a milestone header and click + Add To-do to create a to-do already linked to that milestone. To create an unassigned to-do, use + Add To-do in the Unassigned section. Each to-do form includes an Assign to dropdown that lists all project team members — assign someone or leave it as Unassigned. When you assign someone to a to-do, they'll receive an email notification with the to-do title and a link to the project.

Each to-do shows:

• A circle button to mark it done (or reopen it)
• The title (struck through when done)
• A color-coded due date indicator (see Due Date Color Indicators)
• Assigned person — If a to-do has an assignee, their name (or email if no name is set) appears next to the due date on the to-do row
• A preview of any notes
• On hover: Attach, Edit, and Delete actions

Editing a to-do — Hover and click Edit to change the title, due date, status (Not Started, In Progress, Blocked, Done), assignee, milestone assignment, and notes.

Creating a milestone — Click + Add Milestone at the bottom of the page. A title and due date are required.

Each milestone header shows:

• A chevron to expand/collapse
• The title
• A color-coded due date
• Open/done to-do counts
• A status badge (Not Started, In Progress, Done)
• On hover: Edit and Delete actions

Editing a milestone — Hover and click Edit to change the title, due date, status, and notes.

Deleting a milestone — When you delete a milestone, its to-dos are not deleted. They move to the Unassigned section automatically. If the milestone had to-dos, a toast notification confirms the move and offers an Undo option for 6 seconds. Deleting an empty milestone is silent.

Project Templates

SixGrid includes five built-in project templates. The To-dos tab always shows a template picker banner at the top. When expanded, it displays five methodology cards. The banner can be collapsed to a slim bar by clicking the chevron, and re-expanded by clicking the bar. The collapse state is remembered per project.

Templates can be applied at any time — even if the project already has milestones and to-dos. The template milestones and to-dos are added alongside existing items. When applying a template to a project with existing content, a confirmation dialog appears. The Project Type field in the Charter is automatically set to match the template methodology.

Available Templates

Lean Six Sigma (DMAIC) — 14 milestones, 77 to-dos. Covers the full Define, Measure, Analyze, Improve, and Control cycle with phase milestones and tollgate reviews. Due dates span approximately 72 days from project start. Best for complex, data-driven improvement projects.

Lean — 5 tollgate milestones, 17 to-dos. Covers Define, Current State, Improvement Design, Implementation, and Sustainment reviews. Due dates span approximately 70 days. Best for projects focused on eliminating waste and improving process flow.

Kaizen Event — 4 tollgate milestones, 13 to-dos. Covers Event Kickoff, Root Cause, Implementation, and Standardization reviews. Due dates span approximately 30 days. Best for rapid, focused improvement events typically run over a few days with a follow-up review.

Plan Do Check Act (PDCA) — 4 tollgate milestones, 13 to-dos. Covers Plan, Do, Check, and Act reviews. Due dates span approximately 56 days. Best for structured, cyclical improvement work.

A3 Problem Solving — 5 tollgate milestones, 15 to-dos. Covers Background, Current Condition, Root Cause, Countermeasure, and Follow-Up reviews. Due dates span approximately 42 days. Best for focused problem-solving using the A3 methodology.

How Templates Work

• Due dates are calculated from the project's Start Date if set, otherwise from today
• Each tollgate milestone includes a Notes field with the Purpose and Decision criteria for that gate
• To-dos within each tollgate are the checklist items reviewers should confirm before approving
• Templates append milestones and to-dos alongside any existing project content
• After loading a template, the Charter Project Type field is automatically set to match the methodology

Project Type Field

The Project Type field in the Charter accepts these values:

• Lean
• Kaizen Event
• Lean Six Sigma
• Plan Do Check Act
• A3 Problem Solving
• Just Do It

People (Project Team)

The People tab shows who's working on this project and what role each person plays.

Adding a team member — Click + Add Person to open the add form. Select a person from the dropdown (showing all organization members not already on the project) and choose their role. Click Add to Project. The person will receive an email notification letting them know they've been added to the project and what role they've been given.

Editing a role — Hover over a team member and click Edit to change their role using an inline dropdown. Click Save to confirm.

Removing a person — Hover over a team member and click Remove to take them off the project.

Each team member is shown with their avatar initial, full name, email address, and a color-coded role badge.

Files

The Files tab shows every file attached to this project — all in one place. Whether a file was attached to a note, a to-do, a benefit, a milestone, or uploaded directly, you'll find it here.

Each file shows:

• The file name (click to download)
• File size
• Who uploaded it
• When it was uploaded
• A context badge showing what the file is attached to (e.g., "Charter," "Milestone: Define Phase," "General")

Uploading general project files: Use the upload area at the top of the Files tab to attach files that belong to the project as a whole — things like project charters, process maps, photos, or reference documents. These show up with a "General" badge.

Attaching files to specific items: You can also attach files directly to individual notes, to-dos, benefits, costs, milestones, and metrics using the "Attach file" button that appears on each item. These contextual attachments show up both on the item itself and in the Files tab.

File size limit: Individual files can be up to 10 MB.

Settings

The Settings tab lets you manage the basic configuration of your project.

Update Project Basics — Change the project name.

Project Dates — Set or update two key dates:

• Start Date — Automatically set when a project's status changes to Active (if no start date has been set yet). You can also set or override it manually.
• Target Completion — When you're aiming to finish the project.

Project Status — Change the project's lifecycle status: Idea, Active, Completed, or Archived. See Project Statuses for what each one means.

Project Group — Assign or change which group this project belongs to using a dropdown. Select "No group" to remove the group assignment.

Delete Project — Permanently deletes the project and all of its data. This action cannot be undone. You'll need to type the project name to confirm. The app recommends archiving instead of deleting whenever possible.

Activity Log

The Activity Log provides a chronological record of all actions taken on a project. It's located in the Settings tab, between the project settings cards and the Delete section.

What gets logged:

• Project: Created, status changes (e.g., Idea → Active)
• Charter: Created or updated
• To-dos: Created, updated, completed, deleted
• Milestones: Created, updated, completed, deleted
• Benefits & Costs: Added or deleted
• Notes: Added or deleted
• Files: Uploaded or deleted
• People: Added to or removed from the project

Each entry shows what happened, who did it, and when (with relative timestamps like "2h ago" or "3d ago").

Filtering: Use the dropdown at the top-right of the Activity Log section to filter by type: All Activity, Project, Charter, To-dos, Milestones, Benefits, Costs, Notes, Files, or People.

Pagination: The log shows 25 entries at a time. Use the Newer/Older buttons at the bottom to navigate through the history.

Final Report

The Final Report feature lets you summarize your project outcomes and generate a professional PDF document. It has its own dedicated Report tab in the project navigation, between Files and Settings.

Writing Your Report

Four text fields let you capture the narrative of your project:

• Executive Summary — The high-level overview: what was the problem, what did you do, what were the results?
• Solution & Improvements — What changes were implemented? What was the approach?
• Controls & Sustainability — What monitoring, ownership, and controls are in place to sustain the improvements?
• Lessons Learned — What worked well? What challenges were encountered? What would you recommend for similar projects?

Click Save Report to save your progress. You can come back and edit these fields at any time.

Generating the PDF

Click Generate PDF to download a formatted report that includes:

• Project name, status, type, level, group, and dates
• Executive Summary (your narrative)
• Project Charter (problem statement, goal statement, business case)
• Project Team with roles
• Primary and secondary metrics with achievement percentage
• Financial Summary with itemized benefits, costs, and net impact
• Solution & Improvements (your narrative)
• Controls & Sustainability (your narrative)
• Milestones with completion status
• Lessons Learned (your narrative)

Sections without content are automatically omitted from the PDF.

Tips

• Save before generating — the PDF pulls from saved data, not unsaved form content.
• Works for any project — while designed for completed projects, you can generate a report at any stage for interim reviews or stakeholder updates.
• Charter content matters — the more complete your charter (problem statement, goal statement, metrics), the more comprehensive your report will be.

Due Date Color Indicators

SixGrid uses a consistent color system across the entire app to show how urgent a due date is. You'll see these indicators on the Dashboard (My To-dos and Upcoming Milestones), the To-dos section, and the Milestones section.

Items that are marked as Done always show in gray regardless of their due date — the urgency no longer applies.

Project Statuses

Every project in SixGrid has one of four statuses that track where it is in its lifecycle:

You can change a project's status at any time from the project's Settings tab.