You can use projects for everything that requires collaboration - be it building an app, designing a new store or planning an office party. Think of projects as a workspace where you can create tasks and assign them to people, carry-out discussions and share files.
Start a new project
- Head to Projects and click/tap New Project
- Enter Project Name, and if you like add a short description
about the project. You can also add an image/logo
- Add your team members to the project, by entering their
name/email. Of-course you can do this later as well
Need to collaborate with a client/vendor? Switch to Client/Vendor tab and select Enable project sharing. Select who you want to collaborate
with (i.e. client or vendor) and enter email of your client/vendor. You can also skip this step for now.
When you share a project with a client/vendor, they will be able to view/post tasks, messages, files and notes.
- Finally hit Start the project
Create milestones & events
Every project that you create has a dedicated calendar, where you can set milestones and create events. Milestones can be associated with tasks, so everyone working on the project knows exactly what needs to be done before the milestone date. Creating events is a great way to keep everyone in the know about upcoming team meetings, training sessions or demos.
Click/tap on a date to add a new milestone or event. You can
even create recurring events (like weekly/monthly meetings).
Add and manage tasks
You can create task lists for each functional area of your
project (e.g. planning, design, implementation etc) and associate them with
Here's how you can create and manage tasks:
- Click/tap Add task list. Enter name/description, and optionally
select a milestone, default assignment to a team member, default number of due days.
- Select Add new task and enter a short description about the task. While creating a task you can assign it to a team member as well as set due date (this can also be done later)
- For better collaboration, team members can discuss the task
by adding comments and files. And, once the task is completed it can be checked
off the board
Your project has a dedicated section for discussions, where you can carry-out forum like discussions on various topics related to the project. Discussions associated with tasks, milestones and notes are also displayed here.
Working with files and notes
You can add files to your project or link files stored in Dropbox and Google Drive. All files can be accessed from a centralized repository, which also displays files that were attached to messages and comments. Learn more about uploading files.
Notes are great for storing information that everyone needs
to refer. They are convenient for sharing documents like: project
specifications, proposal, plan of action etc. Notes can be edited by everyone
on the project, and you can easily view current or previous versions of the
note. Learn more about creating notes.
Time tracking is great for ‘pay by hour’ projects or for internal costing. Here’s how you can log time for each task.
The Time Log section of the project provides ‘day to day’ summary of time spent on various tasks and other activities. Time logs can be filtered by people, and you can instantly look-up the number of billable and non-billable hours for a given time-interval.