Plan work in projects

Use a project for a shared piece of work, such as onboarding new clients or preparing a set of reports.

Create a project

1. Open Projects and choose New project.
2. Enter a clear project name.
3. Choose whether it should be public to the office or private.
4. Add the people who need access.
5. Create sections and add tasks to keep the work organized.

A public project can be accessed and edited by active members of the office. Check the sharing choice before adding sensitive details.

Work with tasks

Open the project and use its available list, board, or calendar view. Assign tasks and set dates inside each task. Move work into the relevant section as it progresses.

A task can link to projects while also appearing in its assignee’s My Tasks. These are views of the same task, not separate copies.

Someone can’t open the project

Check project membership and visibility. Sharing a link does not itself grant access.