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
🔁 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
🤝 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:
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