Chapter 3 · 10 articles

Projects

Create projects and decide who sees them, switch between List, Board, Calendar and Gantt, set up board columns and their rules, and import or reuse projects.

• Create a projectCreate a project, choose its type and decide who can see and edit it.
• Control who can see a projectMake a project private or public, and add or remove the people and teams who can open a private project.
• Switch between List, Board, Calendar and GanttLook at a project's tasks as a list, a board, a calendar or a Gantt chart, and pick the view that fits the job.
• Filter, sort and group tasksUse quick filters, field filters, sorting, grouping and list columns to find the tasks you need in a project.
• Set up board columnsAdd, rename, recolor, reorder, collapse, merge and delete the columns of a project's board, and choose the column for finished work.
• Add rules to a columnRequire fields to be filled in before a task can enter a column, and limit who may move tasks into it.
• Import tasks from Asana, Trello, Jira, Monday or ClickUpBring tasks over from Asana, Trello, Jira, Monday.com or ClickUp into a project with the import wizard.
• Reuse a project as a templateBuild a template project with relative due dates and start new projects from it with Clone.
• Archive or delete a projectArchive a finished project to hide it from the project list, or delete a project with all its tasks for good.
• Give new tasks default labelsChoose the labels every new task in a project starts with, in the project settings.