Projects

Projects is where your team plans and does the work. A project holds tasks; a task can have an assignee, dates, a priority, an effort estimate, subtasks and dependencies.

Views

Every project has four views, and remembers the one you used last:

• Board: a column per lane. Drag tasks between lanes, or tap Start and Complete.
• List: everything in a table you can sort and group.
• Timeline: tasks as bars across the calendar, with dependencies. Drag a bar to move it.
• Calendar: tasks on the days they’re due.

Filter any view to Mine or Overdue, or by person, priority and dates.

Workflow

Each project has its own lanes, like To do › Design › Review › Done. Every lane belongs to one of three categories (to do, doing or done), so progress, overdue counts and reports work whatever you call your lanes. Mark a task as a key date to show it as a milestone on the timeline.

Files

Add files to a task with Add files, or drop them anywhere on the task’s Files section; on your phone you can pick photos, take one, or choose a file. Each file can be up to 100 MB. Images show a preview, and anything else downloads when you open it.

Anyone who can edit a project can add files to its tasks, and everyone who can see a task can open them. You can remove the files you added, and project managers can remove anyone’s. Removing one shows Undo for a few seconds. When a task is deleted, its files go with it.

File storage is unlimited under our fair use policy.

Across projects

• My tasks lists everything assigned to you, grouped into Overdue, This week, Next week and Later.
• Portfolio shows every project’s status, progress and dates, with status updates from each project’s managers.
• Workload shows each person’s tasks per week against the working week, so you can spot who’s overloaded.

Clients

A project can have a client: a company or contact from the Directory. When a CRM deal is won, Start a project creates one for that client.

Working together

Comment on any task and @mention people to bring them in. You follow what you create, are assigned or are mentioned on, and Notify me on a project tells you about every new task in it.