Project Creation and Setup
Initialize Project
Click "New project" in the Projects section
Select project type:
Name your project (up to 150 characters)
Configure Access Permissions
3. Create Project
Task Management
Creating Tasks
Click "New Task" button
Enter essential details:
Add a detailed description if needed
Create Task
Subtask Creation
Break down complex tasks into smaller components
Add subtasks to existing tasks
Convert subtasks to full tasks when needed
Task Communication
Kanban Customization
Column Management
Workflow Configuration
Arrange columns to match your process
Task Organization and Filtering
View Options
Filtering Capabilities
Filter by:
Assignee
Due date
Priority
Tags
Status
Clear filters to view all tasks
Task Progression
Status Updates
Drag and drop tasks between columns
Update task details as needed
Track time in each stage
Monitor overall progress
Task Completion
Mark tasks as complete
Update subtask status
Document final outcomes
Archive completed tasks
Best Practices
Task Management
Use clear, descriptive task names
Set realistic deadlines
Include detailed descriptions
Break down complex tasks
Regular status updates
Team Communication
Document decisions in comments
Keep task status current
Share progress updates
Address blockers promptly
Maintain clear documentation
Project Planning
Set clear milestones
Define success criteria
Monitor resource allocation
Regular progress reviews
Adjust timelines as needed
Tips for Success
Project Setup
Start with clear objectives
Define scope and deliverables
Set realistic timelines
Assign key responsibilities
Task Organization
Use consistent naming conventions
Apply relevant tags
Maintain organized hierarchies
Regular cleanup of completed tasks
Team Efficiency
Balance workload distribution
Monitor team capacity
Address bottlenecks early
Celebrate milestones
Remember: The Project system is designed to be flexible and adaptable to your specific needs. Start with the basics and gradually incorporate more advanced features as your team grows comfortable with the platform.