PrimeFlow Project Nodes
Use Project nodes in PrimeFlow to place a real project on the canvas and expand its related work.
A Project node represents an existing PrimeTask project on a PrimeFlow canvas. Use it when you want the project to become the center of a visual map, with tasks, goals, milestones, notes, contacts, companies, and other supporting work connected around it.
Project nodes are best for project reviews, delivery maps, planning sessions, client work, and any situation where the relationships around a project matter as much as the project record itself.
Project nodes are real project links
A Project node points to a project in Projects. Opening, editing, adding project tasks, or adding project notes from the node works with the real project.
What you can do
Place a project on the canvas
so it can anchor a visual workflow.
Open or edit the linked project
from the PrimeFlow Action Toolbar.
Create a project task
from the Project node.
Continue to project goals, milestones, or notes
from the Project node.
Review project status, health, priority, and counts
without leaving the canvas.
Expand related work
such as project tasks, goals, milestones, notes, contacts, and companies.
Add a project note quickly
from the Project node.
Connect the project to other nodes
to show dependencies, references, handoffs, or context.
Remove the Project node from the canvas
without deleting the project.
Use appearance overrides
when a project needs to stand out from the current theme.
Use Project nodes as anchors
Start with a Project node, then expand or connect only the items that help explain the current plan. A useful project map does not need every project detail.
How to add a Project node
From the Node Library
Step 1
Open PrimeFlow.
Step 2
Open or create a canvas.
Step 3
Open Show Library.
Step 4
Drag Project onto the canvas.
Step 5
Choose an existing project, or create a new project when prompted.
From the canvas right-click menu
Step 1
Open PrimeFlow.
Step 2
Right-click the canvas where the project should be placed.
Step 3
Choose Project.
Step 4
Choose an existing project, or create a new project when prompted.
For the full node-adding guide, see Adding Nodes in PrimeFlow.
Project nodes are available on every license
Project relationship visualisation, related entity expansion, the pin system for generated content, and Project Note nodes are available on every PrimeTask license.
What a Project node shows
A Project node can summarize the linked project with:
- Project name
- Project status
- Project description when available
- Project health when available
- Project priority derived from project goals and milestones
- CRM mode when CRM is enabled for the project
- Counts for project tasks, goals, milestones, notes, contacts, and companies
The node uses the project record as the source of truth. If the project changes elsewhere in PrimeTask, the node can reflect the updated project context when PrimeFlow refreshes.
The Project node is a summary, not a replacement
Use the node to understand and navigate the project map. Use the full project page when you need the complete project record.
Use the Project Action Toolbar
Click a Project node to open the PrimeFlow Action Toolbar for that project.
Project actions can include:
- Task - create a task for the selected project.
- Goal - continue to the project's Goals area.
- Milestone - continue to the project's Milestones area.
- Note - continue to the project's Notes area.
- Open Project - open the project detail page.
- Edit - edit the project.
- Remove from Canvas - remove the Project node from the canvas.
For the shared toolbar guide, see PrimeFlow Action Toolbar.
Remove from Canvas does not delete the project
Removing the Project node removes the visual node and its canvas connections. The project remains available in Projects.
Expand project tasks
Use Project Tasks on a Project node to show top-level tasks linked to the project.
PrimeFlow creates task nodes for those tasks when needed. If a task is already present on the canvas, PrimeFlow can connect the Project node to the existing task node instead of creating another copy.
Generated project task nodes can be pinned, moved, connected, and worked with as task nodes.
For task node behavior, see PrimeFlow Task Nodes. For generated task nodes from project expansion, see PrimeFlow Project Expansion Nodes.
Expand goals and milestones
Use Goals & OKRs to show the project's goals.
Use Milestones to show the project's milestones.
Goal and milestone nodes are generated from the project. They help you show how the project breaks down into outcomes, checkpoints, and delivery steps.
Milestone nodes can also show linked tasks where available.
For the project-side guides, see Project Goals and Project Milestones. For generated Project Goal and Project Milestone nodes, see PrimeFlow Project Expansion Nodes.
Expand project notes
Use Project Notes on a Project node to show notes from the project.
Project Note nodes are generated from project notes and support a deeper note workflow than a simple project summary. They can show note content, mentions, reactions, status, and attachments, and they can open the project note editing flow.
Use the quick note action on the Project node when you want to add a project note without leaving PrimeFlow.
For the full note behavior, see PrimeFlow Project Note Nodes and Project Notes.
Expand project CRM records
When a project has CRM enabled and CRM is available, the Project node can show project contacts and project companies.
Use Project Contacts to show people linked to the project.
Use Project Companies to show companies linked to the project.
CRM nodes require Pro. See License Settings for upgrade information.
For the CRM project guide, see CRM and Projects. For generated CRM nodes from Project nodes, see PrimeFlow Project Expansion Nodes.
CRM project expansion depends on the project and CRM setup
Project Contacts and Project Companies are used for projects that have CRM enabled and linked CRM records.
Connect a Project node
You can connect a Project node to other nodes to explain why something matters to the project.
Useful connections include:
- Project to task
- Project to goal or milestone
- Project to project note
- Project to contact or company
- Project to file, image, link, or media reference
- Project to group, documentation, or planning notes
Generated project expansions create their own relationship connections. Manual connections are useful when you want to explain an extra relationship that is not created from project data.
For connection behavior, see PrimeFlow Connections and Edges.
Things worth knowing
Project nodes follow the active Space
Project choices come from the Space you are working in. If you switch Spaces, the available projects and saved canvases change with the Space.
Project nodes can coexist with generated nodes
A Project node can be the anchor, while generated task, goal, milestone, note, contact, and company nodes sit around it. You can also add some of those record nodes separately when you need them elsewhere on the same canvas.
Pinned generated nodes can stay visible
Generated nodes from project expansion can be pinned. Pinned nodes can stay on the canvas when the project section they came from is closed.
Project Note nodes, generated task nodes, generated goal nodes, generated milestone nodes, and generated CRM nodes each document their own pin behavior in their dedicated articles.
Appearance overrides are canvas-only
Changing a Project node's appearance in PrimeFlow helps organize the canvas. It does not change the project record itself.
For theme behavior, see PrimeFlow Color Themes.
Common questions
"Is a Project node the same as the project page?"
No. A Project node is a visual entry point for the project. The project page remains the full place for project details, tasks, goals, milestones, notes, metrics, team, CRM, and fields.
"Can I add a new task from a Project node?"
Yes. Click the Project node, then use Task in the Action Toolbar. PrimeTask creates the task as a project task.
"Can I add a project note from the canvas?"
Yes. Use the quick note action on the Project node, or use Note in the Action Toolbar to continue to the project's Notes area.
"Can I remove the node without deleting the project?"
Yes. Use Remove from Canvas from the Action Toolbar. The project remains available in Projects.
"Why do I not see project contacts or companies?"
Project Contacts and Project Companies belong to the CRM side of a project. CRM requires Pro, and the project needs CRM enabled with linked CRM records. See CRM and Projects and License Settings.
Where to go next
| If you want to… | Read this |
|---|---|
| Use Project node actions | PrimeFlow Action Toolbar |
| Understand generated project nodes | PrimeFlow Project Expansion Nodes |
| Work with Project Note nodes | PrimeFlow Project Note Nodes |
| Work with task nodes | PrimeFlow Task Nodes |
| Understand the full project page | Project Details Page |
| Manage project tasks | Project Tasks Tab |
| Manage goals | Project Goals |
| Manage milestones | Project Milestones |
| Manage project notes | Project Notes |
| Use project CRM records | CRM and Projects |