Projects
Projects are the main containers for your data in Phormic. Each project belongs to an organization and contains one or more tables. Projects let you group related tables and control who can view or edit them.
What is a project?
A project:
- Belongs to a single organization.
- Contains tables that hold your data (e.g. tasks, contacts, orders).
- Has its own name, description, and optionally settings.
- Has members with roles (e.g. owner, editor, viewer) that define what they can do inside the project.
Your dashboard and main menu show the list of projects you have access to. Opening a project takes you to its tables and data.
Typical uses
| Use | Description |
|---|---|
| Department or team | One project per team (e.g. Sales, HR) with tables for that team’s work. |
| Client or campaign | One project per client or campaign, with tables for tasks, deliverables, and notes. |
| Process or workflow | One project for a process (e.g. onboarding, support), with tables for stages and records. |
Working with projects
Depending on your permissions you can:
- Open a project to see its tables and data.
- Create new projects (if your role allows it).
- Edit project name, description, or settings.
- Manage members and their roles (owners and admins).
- Archive or delete a project (subject to your organization’s rules).
Project-level permissions are usually set by an administrator or project owner.