Creating Projects

Create a Project

There can be multiple projects in an organization. A project can either be private or public to the group.

• Public Projects: A public project is accessible to all the members of the group. Any project is a public project by default.

• Private Projects: A private project is only visible to select members. It can be identified by the lock icon beside its name.

📘 Choosing the Right View for Your Workflow

🕒 Deadline-Driven Processes?

Use: Tasklist or Timeline View

Best for workflows that have clear start and end dates, dependencies, and milestones.

Common examples:

• Event planning

• Product launches

• Client onboarding

• Custom implementation projects

• Consulting deliverables

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🔁 Ongoing and Repetitive Processes

Use: Board View

Great for iterative work and step-by-step progress tracking through stages.

Common examples:

• Editorial calendars

• Agile sprint planning

• Sales pipelines

• RFP & proposal workflows

• Content production

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🤝 Team-Based Work and Internal Operations

Use: Tasklist View

Ideal for collaborative tasks where clarity, accountability, and references matter.

Common examples:

• Accounting tasks

• HR workflows

• Internal meetings & agendas

• Cross-functional to-dos

When in doubt, start with a Tasklist. It’s versatile, easy to adapt, and works for most types of workflows.

Please refer to following for more on projects:

• Project Views

• Set Project as Template

• Importing Tasks from CSV