Reference
Projects
Group related boards, sources, and team context around a specific initiative.
A project is a home for a specific initiative — a product launch, a customer rollout, a quarterly push. It groups related boards, sources, and team context in one place. When you start a project, Surfboard reads the tools you've connected and fills in timelines, key decisions, and the people involved automatically, so you're not setting it up from scratch. Each project has:
- Boards – Living dashboards that stay current
- Sources – Which tools and data to focus on
- Team – People involved in the project
- Context – Persistent notes about stakeholders, cadences, and decisions
Common use cases:
- Customer relationship management
- Product launches
- Cross-functional team initiatives
- Ongoing operations (sales, support, engineering)