Projects

A project is a collection of tasks, files, notes, emails, and more — all related to a specific deliverable. Projects exist within workspaces, which in turn exist within modules.

Your project is where you assign a deadline, status, and all the tasks necessary for completion. This is where all the fun happens!

How do I create a new project?

From any workspace, click on the red + to create a new project in that workspace.

You can also create projects from within a project.

How can I customize the fields of a project?

Every project in a workspace has the same fields. Updating the fields of one project will update the fields of every project in the workspace. To customize your project fields, you will need to be an admin of the company.

If you are an admin, you will see “Configure Workspace” in the icon with 3 dots on the top right.

Why can I Follow a Project?

Go to your project, and click on the star next to the title of the project.

Click on the star, and you’ll immediately become a follower of that project. If you want to know the status of your followed projects, you can go to your feed, and filter by “Following”.

Now you can follow all the changes made on items that you are following.

How do I clone a project?

Open the project you wish to clone, then click on the icon with 3 dots on the top right. Then, click on “Clone”.

The system will immediately show you a pop up with the link where the new project was created. Follow the link to change the name of the new project that was created as a clone.

How do I move a project from one workspace to another?

Open the project you wish to move, then click on the icon with 3 dots on the top right. Then, click on “Move”.

You’ll see a pop up asking you to select the destination Module and Workspace. You will also need to map the fields, to make sure that the destination workspace has the same fields as the origin workspace. If you can’t match them exactly, then make sure you map the ones that are relevant to both the origin and destination workspaces.

What’s the difference between move and copy?

Move eliminates the original version of the project and literally “moves” it to another workspace. Copy leaves a copy in the original workspace, and creates the project in the new destination workspace.

What’s the difference between copy and clone?

Copy takes a project and moves it to another workspace. Clone works in the same way, but clones the project in the same workspace.

How do I delete a project?

There are 2 ways to delete projects. You can delete a project from the icon with 3 dots at the top right of the project.

You can also go to your workspace, and click on the checkbox next to the name of the project.

Then, click on the arrow pointing down next to “Selected” and click on “Delete”.

Using this method, you can delete multiple projects at once belonging to the same workspace.

How do I delete more than one project at a time?

Go to your workspace, and click on the checkbox next to the name of the project.

Then, click on the arrow pointing down next to “Selected” and click on “Delete”.

Using this method, you can delete multiple projects at once belonging to the same workspace.

How do I archive a project, or multiple projects at once?

Go to your workspace, and click on the checkbox next to the name of the project.

Then, click on the arrow pointing down next to “Selected” and click on “Archive”.

From here, you can archive multiple projects at once.

You can also archive projects from within the project view by clicking on the icon with 3 dots, and selecting “Archive”.

How do I tag a project?

You’ll see the tag field as the last item on the right hand column of every project where you’ve activated the tag widget.

To tag a project, go to the tag field and start typing the name of the tag. If it doesn’t show up in the list, you’ll need to create a new tag.

Click on the + to create a new tag.

How do I tag multiple projects at once?

Go to your workspace table, and click on the items you want to tag. Then, click on the icon with 3 dots, and select “Tag”.

From the dropdown next to “Selected” click on “Tag”.

You’ll see a pop up asking you select a tag. Start typing and you’ll see the tags appear based on tags you’ve already created. Select your tag, and click on okay.

You will find your tags under “Admin > Tags”.

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