Projects & Boards

Projects & Boards

Creating a Project

From your workspace dashboard, click + New Project. You can start from a template or a blank project.

Project Templates

Template	Best for
Blank	Custom workflows from scratch
Kanban	Ongoing work without fixed deadlines
Sprint	Agile development with 2-week cycles
Bug Tracker	Software issue tracking
Marketing Calendar	Campaign planning and content scheduling

Customizing Your Board

The Board view shows your tasks as cards in columns. Each column represents a Status.

Adding & Renaming Columns

Click + Add Status at the right of the board to add a new column. Double-click a column header to rename it.

Reordering Columns

Drag any column header left or right to change the order.

Color-Coding Columns

Click the ⋯ menu on a column → Set color to give it a background color. Useful for marking “Done” as green and “Blocked” as red.

Filters & Grouping

Use the Filter button (top right of any view) to narrow down tasks:

• Filter by assignee, label, priority, due date, or custom field
• Combine multiple filters with AND / OR logic
• Save a filter as a Saved View for quick access

Note

Saved views appear in the project’s sidebar under Views. They’re private to you by default, but you can share them with the team.

Project Settings

Go to Project → Settings to configure:

• Name & Description — Shown on the dashboard and in search
• Access — Public (all workspace members) or Private (invite only)
• Default View — Which view opens when you enter the project
• Custom Fields — Add fields like “Story Points”, “Department”, or “External Link”
• Automations — Trigger actions based on conditions (e.g. “When status = Done, notify Slack”)