Working with Projects

Projects are the heart of our platform. This guide covers everything you need to know about creating and managing projects effectively.

Creating a Project

From Scratch

1. Navigate to your workspace dashboard
2. Click + New Project
3. Enter project details:
   • Name: A clear, descriptive title
   • Description: Optional context for your team
   • Color: Choose a color for easy identification
   • Privacy: Public or private to workspace

From a Template

We offer several templates to get you started quickly:

• Marketing Campaign: For marketing teams
• Product Launch: For product managers
• Sprint Planning: For development teams
• Client Project: For agencies
• Personal Tasks: For individual productivity

Project Settings

General Settings

Access project settings by clicking the gear icon:

• Project Name: Update anytime
• Project Description: Add context
• Project Color: Change visual identifier
• Archive Project: Hide without deleting

Member Management

Control who can access your project:

Integrations

Connect project-specific integrations:

• Slack channel notifications
• GitHub repository linking
• Google Drive folder sync
• Custom webhooks

Organizing Your Project

Using Lists

Lists help organize tasks by status, category, or priority:

Project
├── Backlog
├── To Do
├── In Progress
├── Review
└── Done

Using Tags

Tags provide cross-cutting organization:

• Priority tags: High, Medium, Low
• Type tags: Bug, Feature, Improvement
• Custom tags: Create your own

Using Views

Switch between different views:

• List View: Traditional task list
• Board View: Kanban-style columns
• Calendar View: Date-based layout
• Timeline View: Gantt-style planning

Project Analytics

Track your project’s health with built-in analytics:

• Completion Rate: Percentage of completed tasks
• Velocity: Tasks completed per week
• Overdue Tasks: Tasks past their due date
• Team Activity: Member contribution metrics

Best Practices

1. Keep projects focused: One goal per project
2. Use templates: Don’t reinvent the wheel
3. Set clear ownership: Assign a project lead
4. Regular reviews: Weekly project check-ins
5. Archive completed projects: Keep workspace clean

Next Steps

• Managing Tasks
• Team Collaboration
• Automations