Projects keep a piece of work in one place: who is on it, what needs doing, what is in progress and what is finished. Each task has an owner, a due date and a conversation, so nobody has to chase updates by email.
Before you start
Projects is on the Professional and Enterprise plans. If you cannot see Projects in the sidebar, open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable Projects.
Create the project
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Open Projects
Choose Projects in the sidebar and add a new project. Give it a name, an owner and the dates you are aiming for.
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Pick a key
The Key Prefix numbers your tasks, so a prefix of WEB gives WEB-1, WEB-2 and so on. Use 2 to 10 characters.
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Choose how you work
Pick a project type. Kanban suits a steady flow of work moving across a board. Scrum suits work planned in sprints of a week or two. Custom lets you set it up your own way.
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Switch on what you need
Choose the default view (board, list or timeline), and whether to use sprints, time tracking and estimates in story points or t-shirt sizes. You can change these later.
Write the brief first. On the project overview, the brief explains what the project is for. Attach any documents and AI can draft the brief from them.
Bring in your team
Open the project's members and add the people working on it. Everyone on the project can see its tasks and be assigned work.
Add the work
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Add tasks
Add a task for each piece of work with a short, clear title. Open a task to fill in the detail: assignees, priority, due date and an estimate. AI can draft the description from the title if you want a starting point.
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Break big tasks down
Add subtasks for the steps inside a task, and dependencies when one task cannot start until another is done.
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Keep the conversation on the task
Comment on the task instead of emailing, and attach files to it, so the whole history stays in one place.
Move the work along
On the board, each column is a status. Drag a task across as it moves from to do to in progress to done. Filter by assignee to see just your own work.
With time tracking on, start the timer on a task when you begin and stop it when you finish, and the time is logged against the task.
Plan in sprints
With sprints switched on, keep upcoming work in the backlog. Create a sprint, plan which tasks go into it, then start it. The burndown shows whether the team is on track, and when the sprint ends you complete it and move anything unfinished on.
Keep an eye on everything
The project overview shows the active sprint, recent tasks and progress, and the reports show how work is flowing. To see all your projects together, open the portfolio. When a project is finished, archive it to keep it out of the way without losing anything.
For more, see project management.