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Getting Started with StretchProjects

What StretchProjects is, its core concepts, the two surfaces, and the first things you do to plan and track work.

What is StretchProjects?

StretchProjects is the StretchSuite app for planning and delivering work — the equivalent of Monday.com, Jira, or Asana, built directly into your workspace. You use it to run Kanban boards, break work into items (cards) that move through delivery stages, execute daily task queues (Today, Upcoming, Completed), and watch everything roll up on a live dashboard.

Under the hood, StretchProjects is a record system: every board, stage, card, edit, and move is stored and logged as activity, and everything is scoped to your organization so your data stays private to your team.

Who uses it

StretchProjects fits delivery teams, agencies, service businesses, and operations leads — anyone who needs to see work move from idea to shipped, with a clear owner, priority, and due date on every piece.

Key concepts

A handful of terms appear throughout the app:

  • Board — a container for work. Your workspace can hold several project boards; each is created with a title and comes pre-loaded with standard delivery stages.
  • Stage (column) — the phases work moves through. A new workspace project board uses Backlog → Planned → In Progress → Review → Released. The internal master Roadmap board extends this with Ready, Blocked, and Deferred.
  • Item (card) — a single piece of work. Items carry a title, description, item type, priority (Low / Medium / High / Critical), status, owner, assignees, due and target-release dates, labels, and dependencies.
  • Documentation flags — each item can be marked KB, Ops Doc, or Changelog required, so delivery standards travel with the work.
  • Project — a tracked deliverable made of sections and tasks, shown on the Projects tab.
  • Task queues — the Today, Upcoming, and Completed tabs surface individual tasks by due date and completion.
  • Activity — every create, edit, and move is recorded as a timestamped event you can review per item and in the dashboard feed.

Two surfaces

StretchProjects runs on two surfaces that share the same boards and items:

  • Workspace (client) surface — what your team uses day to day. It is organization-scoped: every read and write is filtered to your organization, and writes are authorized by your signed-in session.
  • Admin (agency) surface — manages the internal master roadmap. Writes there are protected and require step-up authorization (re-entering your admin password). If you only work in your own workspace, you'll never see the admin prompts.

The left rail

StretchProjects opens with a navigation rail down the left side. Each button is a view:

TabWhat it shows
DashboardKPI cards, charts, recent boards, and activity
Roadmap boardThe drag-and-drop stage board
BoardsA table of every board
ProjectsTracked deliverables and their sections/tasks
TodayTasks due today
UpcomingTasks with a future due date
CompletedFinished tasks
LabelsTask labels

Your first session, step by step

  1. Open the Dashboard. It loads by default. Scan the KPI strip (Boards, Roadmap items, High priority, In progress, Overdue, Due today) to read where work stands.
  2. Open or create a board. Click Roadmap board to open the default board, or go to Boards and create a new project board by giving it a title — it arrives pre-loaded with the standard stages.
  3. Review the stages. Read left to right so you understand the flow the board expects work to follow.
  4. Create your first item. Click New item (top-right of the board) or the + on a column header, fill in a Title, set a Priority and Column / status, and save.
  5. Move a card. Drag a card from one stage to another, or use the Move to stage dropdown. The board updates instantly and logs the move.
  6. Open an item to edit it. Click any card to open its detail panel, where you change fields, reassign it, link a customer, collaborate, or delete it.
  7. Check activity. Return to the Dashboard and read the Recent activity feed to confirm your changes were recorded.

Example

A small delivery team creates a board called "Q3 Marketing Site." They add three items — "Rebuild pricing page" (High), "Publish launch blog" (Medium), and "Fix contact form" (Critical) — dropping each into Planned. As work begins, they drag "Fix contact form" to In Progress. Within a minute the dashboard shows In progress = 1 and the activity feed records the move.

Tips

  • A Title is the only required field on an item; everything else can be filled in later.
  • Set a Priority on every item so the dashboard's High-priority and Overdue counts stay meaningful.
  • Use the Move to stage dropdown when you want a deliberate, keyboard-friendly alternative to dragging.
  • Keep one board per initiative rather than one giant board — the Boards table and dashboard charts read far better that way.

FAQ

A view shows a "Read-only — pending step-up authorization" banner instead of data. Is it broken?
No. That is the security gate on the admin surface, not an error. Data populates once read access is granted to your session. See FAQ & Troubleshooting for details.

Can another organization see my boards?
No. The workspace surface hard-filters every read and write to your organization, so your boards, columns, items, and activity are private to your team.

Where to go next

  • Creating and Organizing Boards — set up boards for each initiative.
  • Working with the Roadmap Board — master drag-and-drop, stages, and moves.
  • Creating and Managing Work Items — every field, priority, and documentation flag.
  • Tracking Tasks: Today, Upcoming & Completed — run your daily and weekly queues.

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