Routines (recurring internal projects)
Routines appear under Workflows → Routines in the staff sidebar (navLinks.ts, Project.View). They are normal projects opened from the routines list (user.router.ts).
What you can do inside a routine
Routines support the same capabilities as standard projects, including:
- Info -- Scope, owners, dates, and status.
- Tasks and Kanban -- Plan and drag work between columns.
- Metadata -- Structured fields your firm configured.
- Documents and SharePoint -- Files and library locations.
- Notes -- Collaboration trail.
- Emails -- Messages linked to the routine.
- Time entries -- Non-billable or internal time against the routine.
Routines vs projects
Use Projects for unique initiatives. Use Routines when the same template of work repeats on a cadence and you want it separated in navigation.