Plan and track work with projects and tasks

A project belongs to a team and has an owner. When you create one you give it a name and, optionally, a description, color, type, and a set of dates: a project start date, a due date, and event start and end times for jobs tied to a specific event.

You can mark a project as a favorite to pin it, assign one or more team members to it, and link contacts as the primary, billing, and shipping contacts. Editing a project later updates any of these fields from the project header.

• Duplicate a project to spin up a new job from an existing one, giving the copy its own name.
• Start a project from a template so its sections and columns are pre-built.
• Set a project color so it is easy to spot in lists and on the calendar.

Tasks are organized into sections — think of each section as a group of related work, such as a phase or a workstream. Sections can be renamed, recolored, reordered, duplicated, and deleted, and you can save a section as a reusable template for future projects.

Statuses describe where a task is in its lifecycle. Each status has a name, a color, and a category, and statuses can be created, edited, reordered, and deleted per project. When you delete a status you choose where its tasks should move.

Within a section you can add columns to capture structured data on each task. Column types include text, number, date, checkbox, select, links, file link, email, priority, and contact, so a section can track exactly the fields your team cares about.

A task has a title and can carry a description, an assignee, a linked contact, a priority, a start date, a due date, a status, and a progress value. Tasks can be marked complete and are ordered by position within their section.

Tasks nest into subtasks by setting a parent task, building a hierarchy several levels deep. The task detail panel shows when a task is a subtask and lets you adjust its priority, due date, assignee, and other fields in one place.

Each task can also hold checklist items, comments, and attachments, plus values for any custom columns defined on its section.

• Priorities are low, medium, high, and urgent.
• Assign work to a team member directly, or add multiple assignments to a task.
• Link a file to a task, or attach uploads, to keep references next to the work.

The Table view is a spreadsheet-style grid grouped by section. It shows one row per task and one column per field, including the custom columns you have added, so you can scan and edit many tasks quickly.

From the table you can create tasks and sections, rename columns, change a task's status, set dates and assignees inline, and reorder rows. It is the default view when you open a project.

The Board view is a Kanban layout where each section is a swimlane and tasks appear as cards grouped by status. Drag a card between columns to change its status, or reorder cards within a column.

Collapse sections to focus on one area at a time. New tasks can be added straight into a status column.

The Gantt view plots tasks on a timeline using their start and due dates. Drag a task bar to shift its dates or drag an edge to resize it, and the change is saved back to the task.

Switch the timeline between daily, weekly, monthly, and quarterly ranges, and zoom in or out to fit the schedule on screen. A marker highlights today so you can see what is current at a glance.

The Notes tab is a rich-text workspace for long-form content tied to the project. Notes are organized as a tree of pages with titles and icons, edited in a full editor, and can be nested under one another. A note page can be published and shared via a portal link for people outside the workspace.

The Files tab is a file browser for the project, with folders for organizing uploads. Files can be sorted by name, date, or size, and contractor access to specific files and folders can be controlled.

Projects support named phases with their own start and end dates and a defined order, useful for breaking a long engagement into stages.

Projects, sections, tasks, and note pages use soft deletion: deleting them hides them without erasing the data immediately, and deleted tasks and sections can be restored. Tasks can be restored one at a time or in bulk.