Understanding projects

Projects allow you to organize all of the tasks related to a specific initiative, goal, or big piece of work into a list or board.

Create a project

create a project

To create a new project:

  1. Click the omnibutton
  2. Select Project

A new screen will present you with 3 options where you can either, create a Blank project, Use a template or Import spreadsheet.

Click on + in the Blank project window to start from scratch.

create a project 2

In Organizations, you must belong to a Team before you can create a project.

Set up your new project

Once you click on Blank Project, you’ll be able to fill in your project details, select your layout, and set your privacy settings.

create a project 3

From the project details screen, you can:

  1. Enter a project name and description
  2. Select the team you wish to add the project to
  3. Set your project privacy settings
  4. Select a list, board, timeline, or calendar layout
  5. Create a project once the details have been added

In Organizations, the create project button will auto-populate with the Team highest in your sidebar. Click the Team field to manually select which Team your project will be created in.

Once you have filled out these fields and clicked the Create Project button, your new project will load in the main panemain paneWhen you select a project, tag, or person, you will see the relevant list of tasks in the main pane. Read more and also appear in the sidebarsidebarUse the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed.Read more.

Project Permissions

Learn more about project permissions and how to adjust them in the Permissions article.

Find & access projects

accessing projects

There are many ways to access a project:

  1. searchsearchSearch allows you to find any task, project, or Conversation in your Workspace or Organization.Read more for the project's name
  2. From the list of projects in Teams
  3. From the list of projects in the sidebarsidebarUse the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed.Read more

access project from main or right pane

You can also access a project by clicking on its name from the main panemain paneWhen you select a project, tag, or person, you will see the relevant list of tasks in the main pane. Read more or the right paneright paneThe right pane holds the details of a task or Conversation.Read more.

When you click on Use a template you can choose from a library of general templates.

Template

There are recommended templates for you based on your team type, however if you don’t see any templates you’d like in that function, you can easily change the team to see other template options.

Custom templates

It's also possible to see & use custom templates created specifically by your Organization if you'd prefer. These custom templates are organized by team.

Template 2

To use a custom template:

  1. Select your Organization's name
  2. Select a custom template you wish to use

Template preview

Once you’ve found the template you’d like to use, preview it to get more information. Select Use template when you’re ready to get started.

When you select Use Template, you’ll be able to rename the template and get started with your new project.

Step 1 requires you to add new project details.

Template preview

Input details:

  • Add project details, name, team and privacy option

Step 2 to schedule project dates.

Template step 2

Schedule

  • Add a start date and an end date to create project
  • Click on the Create project button

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