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Projects

Manage projects with customizable task trackers. Sort, filter, and track progress easily. Create and edit tasks for efficient teamwork.

Updated over a week ago

Overview

These are convenient task trackers for managing your team's projects with the ability to control, configure, and optimize work processes visually.

You can work on the projects available to you, and customize the board for yourself: choose a viewing format convenient for you — List, Kanban board, Calendar, or view in the form of a Gantt chart.

Sorting and Filters

You can sort projects in the workspace by certain criteria:

and filter as needed: by status, tasks, or deadline:

You can combine several filters and sorting to view it most conveniently.

Project progress view

Kindly note, in front of the projects, you see some timelines: Tasks and Time

Time is a green line, and shows the planned time to complete this project. You can set it in the settings while creating the project, or later. If the project takes more time than it has been planned, it will be shown on this line.

Tasks is a blue line that shows us the progress, number of tasks done, overdue, and the percentage of completed tasks.

Projects Access View

Each project has a "lock" that shows if it is open for other members in this workspace, or closed:

If the project is locked, it means that it's private, and only you and the people invited can have access to this project.

Membership View

Each project shows a Project Lead avatar and his team: members of the project:

If you click on the dots menu, it will give you quick access to the project's settings or edit the membership:

Projects Status

If you enter any of the projects, you will see that each project has its status, and we can change it:

Created - the project has been created and it's ready to work on, and you can edit the settings, make any changes, work on it, and so on;

Started - the project has started, and you can work on it, make any changes, create tasks, etc.

Paused - the project has been paused, and you can't continue to work on boards, create tasks, edit anything, and so on.

Canceled - you cannot work inside of the project as it has been canceled and all options are blocked.

Closed - the project is completed and closed, you can not work on it anymore.

How to add the project to the Favourite section?

Also, you can save the project to your favorites for quick access, and it will appear on your Dashboard in the "Favorites section":

The project's Settings access

Here you can edit the settings, membership, check tags and attachments, or complete all tasks with one click. You may use the template of this project and create a different one on its base.

At the bottom, you see a short project's resume: tasks total, completed tasks, and last update:

How to create a new Project for work?

To create a new project for work in your workspace, click on “Add module”, and choose to add Project:

OR go to the upper right corner and click on "Add project".

  • Then choose a convenient format for work, for example: board, list, etc

  • Enter the project's settings to set your project

The project's settings

You may enter the settings of the project by clicking the Settings icon in the up-right corner and choosing Settings:

Here you can name your project or edit its current title:

Choose the Project lead:

Set the planned time and deadline of the project if necessary:

Choose the restrictions for this project or whether it is a public or private one:

Public access: all employees of the current workspace will have access to this project,

enabling collaboration, contribution, and joint effort toward a shared objective.

Private access: We can choose who exactly from the employees in the current workspace can interfere with this project. When you mark it as private, only you have access to it by default; so you need to choose members for it in the next settings tab;

Add the description, if it's necessary, and click on the "Update" button to apply changes:

Add members of the project from the list of your employees if you made this project private one:

Add tags to the project for ease of sorting tasks:

Attachments - display of all available attached files in the tasks of this project.

When the project has been created, it will appear in a list.

Project's removal

The unnecessary projects can be deleted. For this, please enter the settings of the project required, go to Settings, and click on "Delete permanently":

All deleted projects come to the "Archive" folder:

You may enter it, and restore the necessary ones, or remove them completely:

How to add a new task to the project?

Adding tasks is same easy. You simply create a task inside your ready project, add specifications, and voi la. In the settings, you have options to choose from:

  • appoint a performer

  • specify the priority

  • add a tag if necessary

  • set the deadline: the start date and the date by which the task must be completed;

  • set the status of the tasks: to do, progress, review and it will be displayed in the list of tasks

  • specify the time allotted for this task

  • add participants

  • add subscribers who will receive notifications upon completion of this task.

Task options

Comments, Attachments, Subtasks, Timers, and Activity bar will be available to you for the ultimate convenience of task creation.

You can add pictures/videos, you can immediately track the task directly from the task and all the activity is visible.

If you forget to start tracking, you can manually select the time and all this will be saved in the history of the task.

Please go to How to works with tasks article to check in more detail.

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