Parent Project: A top-level, or master project, which can have many related sub-projects. Parent and sub-projects can have up to 5 levels of relational hierarchy.
Sub-Project: A child record, under a parent project. Often used as when smaller (sub) project initiatives roll up to a single, larger (parent) project initiative.
Task Group: A child record to Projects. A Task Group is like a house for Tasks in the same family (e.g., Phase 1 Tasks).
Task: A child record to Task Group, and to Project. An item to assign to a single owner, with due dates, time tracking, and progress tracking.
Milestone: A single day Task, often used to ensure a specific deliverable is on-time. Visually depicted with a diamond icon.
Checklist: A child record to Tasks. Checklists are simple, more lightweight versions of Tasks – they don’t include dates, time or progress tracking, and act like a to-do list of bullet points on a Task.
Checklist Item: A child record to Checklist. Singular bullet points that are a more light-weight version of a Task.
Template: A template is a type of Project, which can be used to create Projects when there is a repeatable process in place (e.g., onboarding new customers to a product).
Stitch: Stitcher is an automation feature that builds a project by combining templates or parts of templates, using logic-based automation, or manual selection. Projects can be built by joining together multiple template projects and task groups. This feature can be used for both initial project setup, and for in-flight projects that need additional tasks or task groups added.\
Baseline: Baselines are snapshots of a project at a set point in time. They are used for reporting and to compare how a project performed over time to determine whether a project is on track to successful completion or whether there are any problem areas that have occurred.