Projects and tasks

Projects hold the work; tasks are the work. This page covers creating a project, everything on a task, and the collaboration surfaces around them. For the different ways to look at the same tasks, see Views and filters.

Creating a project

Click New project on the workspace home page, the + beside Projects in the navigator, or Create → Project in the top bar. The dialog walks through three steps:

1. Start from — a blank project (default sections and starter tasks) or a curated template.
2. Details — name, description, icon, color, owning team, and privacy.
3. Views — which views the project offers and which one opens by default.

Project privacy decides who can find it:

Privacy	Who can see the project
Public to team	Everyone on the owning team
Public to workspace	Everyone in the workspace
Private to members	Only people added to the project

Inside a project

A project page has a header (name, status, members, star, settings) and a row of tabs. Which view tabs appear depends on what was enabled for the project.

Tab	What it holds
Overview	Project brief, roles, documents, key resources, milestones, recent activity, status, members, and details
Messages	Project-wide announcements and discussion
List / Board / Timeline / Gantt / Calendar	The task views
Dashboard	Charts scoped to this project
Files	Every attachment across the project's tasks

Use Add task in the header to quick-add, and the star icon to pin a project to the top of your navigator.

Overview tab

• Project brief — a rich-text description of what the project is for.
• Project roles — who's responsible for what, per member.
• Key resources — bookmarks to external pages; enter a title and URL.
• Milestones — dated checkpoints, created from Add milestone. Milestones are tasks with a milestone subtype, so they appear in views and on the timeline.
• Status — the current project status and its history. Post an update with On track, At risk, Off track, On hold, or Complete, plus a summary, highlights, blockers, and next steps. Followers are notified.

Sections

Sections group tasks inside a project — they're the rows in List view and the columns in Board view. Rename, reorder, and collapse them from either view. A section can carry a WIP limit, which flags the board column when too many tasks pile up in it.

Tasks

Click any task to open the detail pane — a right-hand panel over the current view, or a full page at /w/<workspace>/tasks/<task> if you open it directly or use Open full screen. Copy a link to a task from the same header menu.

The pane holds:

Field	Notes
Title and completion	Mark complete from the header; completed tasks can be hidden in any view
Assignee	One person per task
Due date	Optional start date, due date, and due time
Projects	A task can live in several projects at once, with a different section in each
Dependencies	Blocked by and Blocking links to other tasks
Custom fields	The project's fields, edited inline
Tags	Workspace-wide, color-coded labels
Followers	People notified about activity on the task
Description	Rich text, with an AI assist button
Subtasks	Nested checklists, with AI suggestions
Attachments	Files on the task

Tasks come in three kinds: a normal task, a milestone (a dated checkpoint), and an approval (which carries an approval status of pending, approved, rejected, or changes requested).

Subtasks

Subtasks nest up to five levels deep, counting the root task as level one. Each one is a full task with its own assignee, dates, and fields, and breadcrumbs at the top of the pane show where you are in the hierarchy. Promoting or moving a subtask that would push the tree past five levels is blocked with an explanation.

Dependencies

Add Blocked by links for work this task waits on, and Blocking links for work waiting on it. Dependencies drive the arrows, critical path, and drag-to-reschedule behavior in Timeline and Gantt.

Custom fields

Fields can be project-local or global to the workspace. Manage the shared set in Settings → Field library, and add fields to a project from its settings or straight from a task with + Add fields.

Type	Notes
Text, Number, Date, Checkbox	Number fields format as plain, percent, or currency
Dropdown, Multi-select	Color-coded option lists
People	One or more workspace members
Formula	Derived from other fields

Fields can be set to notify followers when their value changes, and any field can be used to filter, sort, group, and chart.

Attachments and files

Drop files onto a task, upload them, link a URL, or import from a connected Google Drive. Attachments appear as chips on the task, in a preview modal, and in the project's Files tab. One attachment can be promoted to the task's cover image.

Comments and activity

The bottom of the task pane has four tabs:

• Comments — rich-text comments with @ mentions, emoji reactions, pinning, editing, and deletion. Mentioning someone notifies them and adds them as a follower.
• Activity — an automatic history: created, completed, assigned, due date changed, added to a project, subtask added, dependency added, field changed, attachment added, status update posted, and automation runs.
• Time — time entries logged against this task, plus a timer button in the pane header.
• Expenses — expenses charged to this task.

Time and expenses are covered in Time and billing.

Project messages

The Messages tab is for broadcasts rather than task-level chatter: a title, rich-text body, attachments, and an audience of project members, the team, or the whole workspace. Messages support threaded replies and reactions, and can be pinned as announcements. Recipients get a Project message notification.

Bulk edits and undo

Select several tasks in List view to get the bulk actions bar: complete, assign, set a due date, add to a project, move to a section, or delete. Task changes made this way can be reverted from the undo control that appears after the action.