# Projects

> The work, the people, and the conversations — on one timeline.

Canonical: https://erp-ai.ireadcustomer.com/products/projects
Published: 2026-05-02
Category: Project Management

## Summary

Project boards that pull in voice notes, chat summaries, tasks, and AI-generated daily roll-ups, scoped to the right customer and team.

## What you get

- **Summary tab per project** — ?tab=summary aggregates Voice + Chat AI summaries linked to the project — filterable, with counts in the tab badge.
- **Soft-card visual system** — Cards align desktop and mobile. Title, metadata, progress, tags, footer — every project card the same shape so scanning is fast.
- **Priority that does not crash** — Defensive enums everywhere. Adding `urgent` no longer takes the projects page down — every PRIORITY_CONFIG carries a fallback.
- **Mobile-first sidebar** — Project sidebar restored on mobile. Create projects from the sheet with visible API errors when something goes wrong.

## Detail

Projects is the module where execution happens. It is where Voice Summary
and AI Chat Summary stop being archives and start being context for
ongoing work.

## What we left out, on purpose

We did not bolt a Gantt chart on. Most teams under fifty people do not
need one and ignore it when present. If you do need one, integration
hooks are exposed; build it as a side feature, not a default.

## Compose with

- [CRM](https://erp-ai.ireadcustomer.com/products/crm.md): Customers as a first-class object, not a row in a spreadsheet.
- [Voice Summary](https://erp-ai.ireadcustomer.com/products/voice_summary.md): Record once. Search the spoken word forever.
- [AI Chat Summary](https://erp-ai.ireadcustomer.com/products/ai_chat.md): LINE conversations become a clean ledger of what was actually agreed.

## Frequently asked

### Can I link a voice note to a project after the fact?

Yes. Voice notes accept an optional project_id; the same recording can roll up under both customer and project summaries.

### Are tasks Kanban-only?

Drag-and-drop board today, list view on the roadmap. dnd-kit underneath.