How to use the project management features in Compass to organise your workflows
Projects are containers for your audits. Each project typically represents one website or one client.
Why use projects:
That's it. You can now run audits within this project.
When you open a project and click New Audit, Compass pre-fills the domain for you. You can still change the URL if you want to audit a specific page.
All audits run from within a project are automatically associated with that project.
For larger sites or clients with multiple properties, you can create sub-projects within a main project.
Project: "Acme Corp"
You can have up to 10 sub-projects per project.
Each project keeps a complete history of all audits run. This lets you:
Compare scores over time. After making changes to your site, run a new audit and see if your score improved.
If you notice a score drop, you can pinpoint when it happened by reviewing the audit history.
Use audits as checkpoints - run one before and after major site updates.
Click the menu (⋮) on any project card → Rename
Click the menu (⋮) → Delete
Deleted projects are archived and no longer visible, but data is retained for 30 days in case you need to recover it.
Click the menu (⋮) → Archive
Archived projects are hidden from your main view but remain accessible in read-only mode. Useful for completed client work or old sites you're no longer actively auditing.
Create one project per client. This keeps their audits separate and makes it easy to share results.
Example structure:
Create projects by property or by purpose.
Example structure:
Create a project for each engagement, even if it's the same client.
Example structure:
Compass uses a token-based billing model. Each task in an audit consumes 1 token.
View your remaining tokens in Account → Billing. You'll see:
Plans differ in monthly token allowances and project limits. Check the pricing page for current tier details.
Note: We operate a "fair use" policy on project structure. You are encouraged to use a project for a single brand/site, with sub-projects for subdomains, competitors, or deep-dives. But unless you are abusing the system there are few hard limits on how you choose to structure your account.
