Operations

Projects & Tasks

Use projects for big goals. Use tasks for day-to-day work.

Projects

Go to Projects and click New Project
Add name, dates, and team
Choose status (Planning, Active, On Hold, Completed)
Set public visibility if you want it on your public page

Project detail with progress, tasks, and team

Project list with status and visibility indicators — project index

Project progress chart or milestone tracker — progress tracking

Tasks

List view : filter and search tasks
Kanban : drag tasks across columns
My Tasks : show only your tasks
Task page: update status, assignee, notes, and work logs
Recurring tasks: repeat automatically on a schedule

Task list with status pills and assignee avatars

Kanban board with draggable task cards by status — Kanban board

Task detail showing recurring series table with past and future occurrences — recurring series panel

Calendar

Use the calendar view to see dates for tasks and events.

Calendar month view with tasks and project deadlines

Work logs on tasks

Add work logs to track time spent on tasks.

Public & collaborative projects

Public projects show on your organization page. You can also allow collaboration or funding if enabled.

Public project page with collaborate or fund buttons — public project actions