Projects is the workspace where you organize, track, and manage meaningful initiatives across your company. It gives teams a clear structure for planning work, assigning ownership, and monitoring progress from start to finish. On the main Projects page, you will see all active projects displayed with key information such as title, health, priority, owner, target date, and overall status. This high-level view helps you understand how projects are progressing and where additional attention may be needed.
You can quickly add new projects, switch between different task views, attach documentation, and track updates with ease. Each project is made up of two main sections. The Overview provides context, documentation, and properties such as priority and deadlines. The All Tasks section includes both a Kanban board and a list view so teams can manage tasks using whichever layout fits their working style. With powerful filtering, commenting, attachments, and real-time status updates, Projects becomes a central hub for organizing work and keeping your team aligned on shared goals.
Five Steps to Get Started
1. Review active projects on the main page
Begin by exploring the main Projects page, where all current projects are listed. Each project shows its health, priority, owner, target date, and status. This gives you a snapshot of how your team’s work is progressing. If you want a cleaner layout, you can hide or collapse the Favorites section at the top.
2. Create a new project
Click the plus project button in the upper right to add a new project. Enter a descriptive title that clearly reflects the purpose of the project. Assign a team to it and set priority levels. These properties help your team understand the importance and urgency of the project at a glance.
3. Build your project overview
Once the project is created, start by completing the Overview section. Add a clear project description to document goals, context, or background details. Use the attachments area to upload files, share links, or include any resources the team may need. Keeping helpful documentation in one place ensures everyone begins with the same understanding of the project.
4. Add tasks in your preferred layout
Navigate to the All Tasks section, where you can choose between Kanban view or list view. In Kanban view, add tasks directly into columns that represent different statuses. In list view, add tasks into groups and update task details as needed. Both views allow you to assign owners, set priorities, and track progress. You can switch between views at any time without losing information.
5. Use filters, comments, and health updates to manage progress
As work begins, use the search and filtering tools to locate tasks by owner, priority, or status. Comment directly on tasks to provide updates, ask questions, or share important context. Update the project’s health periodically to reflect progress or challenges. These features keep communication flowing and ensure everyone stays aligned as the project evolves.
Tips and Tricks for Best Results
Keep project titles clear and specific
This helps team members quickly identify the project’s purpose and relevance.
Use the Overview to centralize information
Attach files, add links, and write a clear description to eliminate confusion and reduce back-and-forth questions.
Choose the right task view for your workflow
Kanban is ideal for visual teams. List view works well for detailed tracking and structured reporting.
Prioritize tasks realistically
Balanced prioritization helps teams focus on the work that will move the project forward most effectively.
Review project health regularly
Frequent updates help leaders understand progress and catch issues early before they affect timelines.