Create a project

Create a project

1. 1Hover Projects in the sidebar and click + (New project). You can also click Create at the bottom of the sidebar and pick Project.
2. 2Details: type a Name and, if you like, a Description. Choose Visibility: Public or Private. If you have groups, pick one under Group. Click Next.
3. 3Customize: pick a colour or an emoji, and under Enable features choose the tabs the project gets: Files, Chat, Pages and Activity. ToDo is always on. Click Next.
4. 4Invite: choose the Members who can open it, or type an address under Invite someone new. Click Create project.

• Only Owners and Admins can create projects. The Free plan holds 3 projects; creating another opens an upgrade prompt.
• On Free, a project has 3 tabs in all, Overview and ToDo included, so a new project keeps only the first of the tabs you pick.

See tasks as a board, a list or a calendar

Every project has an Overview tab and a ToDo tab, plus the tabs you chose. In ToDo, the view menu at the right of the toolbar switches between Board, List and Calendar. To add or remove tabs later, click + at the end of the tab strip (Owners and Admins). On Free, a project holds 3 tabs, those two included.

Add people to a project

1. 1Open the project and click the member avatars at the top (Add people).
2. 2Search for someone in the workspace and click Add. To take someone off, click Remove from project next to them.

• Copy invite link at the bottom gives a link anyone can use to join the project. Owners and Admins only.

Organise projects into groups

1. 1Hover Projects in the sidebar and click the group icon (Create Group).
2. 2Type a Group name and press Enter.
3. 3Drag projects into the group, and drag groups to reorder them. A group's ⋯ menu has Rename and Delete.

• Click a project's pin icon to keep it under Pinned at the top of the sidebar. Anyone can pin.

Archive, restore or delete a project

1. 1Right-click the project in the sidebar (or hover it and click ⋯) and choose Archive or Delete. The same menu has Rename, Duplicate, Copy link, Settings and, once you have groups, Move to group.
2. 2To bring an archived project back, open the Projects page, turn on Show archived in the status menu, hover the project and click Restore.
3. 3A deleted project goes to Trash, where Restore brings it back.

• Archiving and deleting need an Owner or Admin. Members don't get the project menu.