Project Management

Project Management Overview

Overview Project Management is where your team plans and tracks marketing work inside LayerFive, next to the data that drives it. It gives you tasks, shared project workspaces, four ways to view your work, and an AI Inbox that turns performance findings into suggested tasks. It sits under Axis in the left navigation, with four areas. | Area | What it's for | | --------- | ------------------------------------------------------------------------------------------- | | My Tasks | Your personal view of the tasks you own, across every project | | Projects | Shared workspaces where a team organizes work, each with its own tasks, docs, and settings | | AI Inbox | Tasks suggested automatically from your marketing performance, for you to review and act on | | Templates | Saved project setups you reuse when creating a new project | Ways to view your work My Tasks and each project offer the same four views, so you read the same tasks in whatever form fits the moment. | View | Use it when | | -------- | --------------------------------------------------------------------------- | | List | You want a sortable, filterable table of everything | | Kanban | You are managing flow across statuses and want to drag tasks between stages | | Calendar | You are planning around dates and deadlines | | Timeline | You are looking at how tasks span across days and weeks | Across all views you search by task, filter by assignee, group tasks, and export. Use Add Task to create one by hand. Task statuses Every task moves through five statuses, shown as columns in Kanban and as colors across the other views. | Status | Meaning | | ----------- | ---------------------------------- | | Not Started | Created but not yet begun | | In Progress | Being worked on now | | In Review | Work done, awaiting review | | Completed | Finished | | Blocked | Stalled on a dependency or blocker | How the AI Inbox fits The AI Inbox is what makes this more than a standalone task tool. As LayerFive analyzes your marketing data, it surfaces issues and opportunities and proposes them as tasks, each with the finding behind it. These are suggestions, not instructions. Review each one against your own data before acting, the same way you would weigh a recommendation from an analyst. The AI Inbox exists so nothing worth looking at goes unnoticed. The decision to act stays yours. What to check and when | Situation | Do this | | --------------------------------- | ----------------------------------------------------------------------------------------- | | Starting your day | Open My Tasks to see what is assigned to you | | Setting up a new workstream | Create a Project, ideally from a template so statuses and fields stay consistent | | Reviewing what LayerFive found | Open the AI Inbox, read each suggestion's finding, and act on the ones your data supports | | Standardizing how your team works | Save a Template so every new project starts the same way | Related articles - My Tasks - Projects - AI Inbox - Templates

My Tasks

Overview My Tasks is your personal view of the work you own, pulled together from every project into one place. Open it first thing to see what is on your plate without hunting through individual projects. Navigate to: Axis → Project Management → My Tasks The four views The same tasks appear in four views. Switch between them with the toggle near the top. | View | What it shows | Best for | | -------- | ----------------------------------- | ----------------------------------------------- | | List | A sortable table of every task | Scanning everything and sorting by any column | | Kanban | Tasks as cards in columns by status | Managing flow and dragging tasks between stages | | Calendar | Tasks placed on a monthly calendar | Planning around due dates | | Timeline | Tasks as bars across a date range | Seeing how work spans days and weeks | Every view shares the same controls: search, assignee filter, filter, group, and export, plus Add Task to create one by hand. List view List shows each task with its parent project, status, assignees, priority, and dates. Because every task carries its project, you read work from all your projects in one table. Use Manage Fields, the columns icon, to choose which columns show. Task Name stays fixed. Project, Description, Date Created, Status, Assignees, Priority, and more toggle on or off, so you shape the table to what you care about. Kanban view Kanban shows tasks as cards in columns by status, each column with a live count. Drag a card between columns to change its status. An empty In Review column or a crowded Blocked one tells you at a glance where work sits. Use Add Column, the plus icon, to create a custom status column beyond the standard set, when your team's workflow needs a stage the defaults do not cover. Group the board by Status, Assignee, or Priority to rearrange how cards cluster. Calendar and Timeline views Calendar places tasks on a monthly grid as colored bars spanning their dates, so deadlines and overlaps are visible at once. Move between months with the arrows, or jump back with Today. Timeline lays tasks out as bars across a continuous date range, with each task's status and assignee shown beside it, for reading how work is scheduled across weeks. A status legend runs along the bottom. Filtering, grouping, and finding tasks Search finds a task by name. Assignee filter. The avatar row near the search box filters the view to specific people. Click an avatar to narrow to their tasks. Use the plus to open the full people list and add others to the filter. Filter narrows by Status, Priority, or Due Date. Group By clusters tasks by None, Status, Assignee, or Priority, so the view matches how you think about the work. Export pulls the current view out for reporting or sharing. Working with tasks Create a task. Click Add Task, then set its name, status, assignee, priority, and dates. Search. Use the search box to find a task by name. Filter by assignee. The avatar row near the search box filters the view to specific people. Click an avatar to narrow to their tasks, or use the plus to add more people to the filter. Group. Use Group By to cluster tasks, for example by status, so the view matches how you think about the work. Export. Use Export to pull the current view out for reporting or sharing. The activity feed The activity icon opens a running log of what has happened on your tasks: assignments, comments, mentions, and flags. Filter it For You to see only what involves you, or All for everything, and narrow to comments, mentions, attachments, or flags. Use it to catch up on what changed since you last looked, for example who assigned you a task and when. Task statuses Tasks move through five standard statuses, shown as Kanban columns and as colors elsewhere. | Status | Meaning | | ----------- | -------------------------- | | Not Started | Created but not begun | | In Progress | Being worked on now | | In Review | Work done, awaiting review | | Completed | Finished | | Blocked | Stalled on a dependency | Teams can add custom status columns in Kanban when their workflow needs more stages. Reading status at a glance In Kanban, each status is its own column with a live count, so an empty In Review column or a crowded Blocked column tells you where work is piling up. You can update the "Group By" option to assignee or priority in addition to status and this updates the column view from status to the option that you've selected. In Calendar and Timeline, status shows as color, using the same five-status key across the module. What to check and when | Situation | Do this | | ------------------------- | ---------------------------------------------------------------- | | Planning your day | Open List or Kanban and read what is Not Started and In Progress | | Something is stuck | Look at the Blocked column in Kanban and clear the dependency | | Planning around deadlines | Switch to Calendar to see what is due when | | Reporting your workload | Filter to yourself, then Export | Troubleshooting | Issue | Check | | ----------------- | ------------------------------------------------------------------------------------------ | | No tasks appear | You may have an assignee filter active. Clear the avatar filter to see everything | | A task is missing | Confirm it was assigned to you. Tasks assigned to others show in their My Tasks, not yours | | Dates look wrong | Task dates follow your account timezone, set in System Settings | Related articles - Project Management Overview - Projects

Projects

Overview Projects are shared workspaces where a team organizes related work. Each project holds its own tasks, its own views, its own documents, and its own configuration, so different workstreams stay separate and cleanly owned. Navigate to: Axis → Project Management → Projects The projects list The Projects screen shows every workspace you have access to. Each project card shows its name, its owner, its task count, and when it was created. Search by project name to find one quickly when the list grows. Creating a project Click Create New Project. You start it either from a template or as a blank project. Starting from a template is the better default. A template carries a standard set of statuses and fields, so the new project matches how your team already works instead of starting empty. Start blank only when no template fits. See Templates for how templates work. Inside a project Opening a project gives you its own set of tabs, which are broader than the top-level module. | Tab | What it holds | | ------------ | ------------------------------------------------------------------------------------ | | Tasks | The project's tasks, in a sortable table with status, assignees, priority, and dates | | Calendar | The project's tasks on a monthly calendar | | Timeline | The project's tasks across a date range | | Kanban | The project's tasks as cards by status | | Settings | The project's configuration, including its statuses and fields | | Project Docs | Documents that live with the project | Within any of the task views you can add a task, search for tasks, filter by assignee, group, and export, the same way you do in My Tasks. Ownership Every project has an owner, shown on its card. The owner is the point of accountability for the workspace. Task counts on each card give you a fast read on which projects are active and which are empty. What to check and when | Situation | Do this | | -------------------------------- | ---------------------------------------------- | | Starting a new workstream | Create a project from a template | | Finding the right workspace | Search by project name | | Understanding who owns what | Read the owner on each project card | | Keeping a project's work visible | Use its Kanban or Timeline tab in team reviews | Related articles - Project Management Overview - Templates - My Tasks

AI Inbox

Overview The AI Inbox is where LayerFive turns analysis into suggested tasks. As it reviews your marketing performance and your meetings, it flags things worth acting on and proposes each as a task, with the finding that prompted it attached. This is the part of Project Management that works for you rather than waiting for you to fill it. Navigate to: Axis → Project Management → AI Inbox Where suggestions come from AI Inbox items come from two sources, and the Sources column on each item tells you which one produced it. Scheduled performance analyses. Recurring analyses run in Juno on their own cadence, for example Best and Worst Performing Ads, Campaign Analysis, Adset Analysis, and Audience Analysis. Each run adds its findings to the inbox as tasks. Because they run on a schedule, the inbox refreshes on its own. Meeting notes. Through the Fathom meeting-notes integration, the AI Inbox captures action items from your meetings. It reads the transcript, identifies what was agreed and who owns it, and adds each as a task, for example a follow-up assigned after a specific meeting. Every item carries a short description of the finding, so you see the reasoning, not just the recommendation. A pending count at the top shows how many suggestions are waiting for review. Two ways to view the inbox Switch between two layouts with the toggle at the top right. List view shows items as rows, with task name, description, date created, status, assignees, priority, due date, and source. Best for scanning many suggestions quickly. Card view shows each item in full, with an AI Suggested badge, a breadcrumb of where it came from, for example the platform, campaign, and ad group for a performance finding, and the complete note behind it. Best for reading and acting on one at a time. Reviewing and acting on a suggestion Each suggestion gives you two actions. Edit lets you adjust the task, set an assignee, priority, or dates, and accept it into your work. Reject dismisses a suggestion that is not relevant, which removes it from pending. You can filter the inbox by Priority and by Source to work through the highest-value items or focus on one analysis at a time, and set start and due dates on any item you accept. Suggestions are for review, not automatic execution Treat every AI Inbox item as a prompt to investigate, not a command to run. The AI Inbox is good at surfacing things worth your attention across more data than any person reviews by hand. It does not replace your judgment about whether to act. Before acting on a suggestion, especially one that proposes a budget or spend change, verify the finding against your dashboards and your own read of the account. Confirm the numbers, confirm the change makes sense, then act. This matters most for suggestions tied to a specific campaign or ad group. Check that the underlying data holds up before making a spend decision on it. A suggestion is the starting point for a decision you own, not the decision itself. Managing what feeds the inbox The scheduled analyses that populate the inbox are managed in Juno, not here. Open Juno and click Scheduled Tasks at the top right. Each scheduled task shows its cadence, next run, and last run, with a toggle to turn it on or off. Add one with the plus, run one immediately, edit its schedule, or remove it. Switch off an analysis you do not find useful and it stops adding items. Meeting-derived suggestions come through the Fathom integration. Manage that connection in Integrations. What to check and when | Situation | Do this | | ------------------------------------ | -------------------------------------------------------- | | Reviewing what LayerFive found | Open the inbox and read each pending item's note | | A suggestion proposes a spend change | Verify against your dashboards before accepting | | Too many pending items | Filter by Priority or Source and work through them | | An analysis is not useful | Turn off its scheduled task in Juno | | Following up after a meeting | Look for Meeting Notes items and accept the ones you own | Troubleshooting | Issue | Check | | ------------------------------- | ------------------------------------------------------------------------------------------------------- | | No suggestions appear | Scheduled analyses may not have run yet, or there is not enough data. Confirm tasks are enabled in Juno | | No meeting tasks appear | Confirm the Fathom integration is connected and syncing | | A suggestion's numbers look off | Verify against the relevant dashboard before acting. Report persistent mismatches to your CSM | Related articles - Project Management Overview - Executive Summary Dashboard - Integrations

Templates

Overview Templates are saved project setups. A template stores the statuses and fields a project starts with, so every new project your team creates follows the same structure instead of being built from scratch. Navigate to: Axis → Project Management → Templates What a template stores A template holds the configuration a project begins with, specifically its statuses and its task fields. When you create a project from a template, the new project inherits that setup. Each template card shows its name, how many statuses and fields it carries, who created it, and when. The default template LayerFive ships a global default template, the standard board setup new projects start with. It carries the five standard statuses and a set of task fields. Use it when you want a sensible, consistent starting point and have no reason to differ. Templates marked global are available across your account. Others are the ones your team has saved. Using a template On the template you want, hover over it and click Use Template to create a new project from it. The project opens with that template's statuses and fields already in place, ready for you to add tasks. Creating your own template Save a template from the Project Settings tab when your team has settled on a way of working you want repeated. Standardizing statuses and fields once means every future project is consistent without anyone rebuilding the board each time. What to check and when | Situation | Do this | | --------------------------------- | -------------------------------------------------------------------- | | Starting most new projects | Use the default template for a consistent base | | Your team has a repeated workflow | Save it as a template so projects start the same way every time | | Finding the right template | Search templates by name | | Auditing your setups | Read the status and field counts on each card to see what it carries | Related articles - Project Management Overview - Projects