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Projects

Projects

A project is a kanban board of tasks. Every task in WebPinch belongs to exactly one project. Projects belong to either you (personal) or an organization (shared).

Personal vs organization projects

PersonalOrganization
Owned byYouThe org
MembersJust youAnyone with an active org seat
Limits5 projects on free, unlimited on ProPer-org seats — see Billing
Sidebar grouping”Personal” sectionUnder each org’s name

You can move a project between scopes if you outgrow personal mode — though there’s no UI for that yet, you’d recreate it under the org.

Create a project

Dashboard → New Project.

FieldRequiredNotes
NameyesShown everywhere — keep it short
Website URLnoRequired if you want to run site audits. Also the default page in visual review.
PrioritynoLow / Medium / High. Default Medium. Pure metadata — doesn’t affect ordering.
Due datenoProject-level deadline, separate from task due dates.
ColornoOne of: indigo, emerald, cyan, amber, violet, rose, slate. Used in sidebar and dashboard.
OrganizationconditionalOnly shown if you belong to one or more orgs. Pick which org owns the project, or leave blank for personal.

Default kanban columns

A new project ships with four columns:

KeyLabelColor
backlogBackloggray
in_progressIn Progressblue
in_reviewIn Reviewyellow
doneDonegreen

You can add, rename, reorder, recolor, or delete columns from Project Settings → Columns. The key is what the REST API and MCP server use as the status value when creating or updating tasks.

Don’t delete a column with tasks in it — the tasks become orphaned (still exist in the database, but invisible on the board). Move them out first.

Project settings

Project Settings (gear icon in the sidebar’s project menu) covers:

  • General — name, URL, priority, due date, color, star toggle
  • Members (org projects only) — see below
  • Columns — kanban board structure
  • Sharing — guest token + embed snippet for visual review and the browser extension
  • Authenticated proxy — for sites behind login (Google, GitHub, Azure AD, Auth0, Okta), so reviewers can pin issues without separate auth
  • Danger zone — delete the project (irreversible)

Members and roles

Org-project members carry one of three roles:

RoleCan
ownerEverything, including delete the project
adminEdit settings, invite members, delete tasks
memberCreate + edit tasks, post comments

Membership is inherited from the org by default — anyone with an active org seat can see all projects in that org. Direct project membership exists for cases where you want a contractor on one project but not the whole org. (See Billing for what counts as an “active org seat”.)

Stars and visibility

Click the star icon on a project card to pin it to a Starred section at the top of the dashboard. Useful for the 2–3 projects you’re actively working on out of dozens.

There’s no separate archive flag yet — to retire a project, set its column status manually, or delete it.

Embedding and sharing

Project Settings → Integration exposes:

  1. Guest token — the nanoid paired with the project. Anyone with this token can submit tasks via the extension or visual review URL. Treat it as semi-public — it grants write-only access to that project.
  2. Embed snippet — a <script> tag you can drop into your own site’s footer to add the WebPinch widget for visitors.
  3. Bookmarklet — drag-to-bookmark version of the widget that anyone can run on any page.

For programmatic access (read tasks, run audits, etc.), use a personal access token instead — guest tokens are write-only by design.

See also

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