Projects
Create and manage projects within workspaces to track work across multiple boards and views.
What is a Project?
A project is a collection of boards that represent a specific initiative, product, or workflow. Each project lives inside a workspace and can contain multiple boards with different views.
Creating a Project
Navigate to a Workspace
Open the workspace where you want to create the project.
Click New Project
Click the + New Project button at the top of the workspace view.
Configure the Project
Enter a project name, select a default view type (Board, Table, Timeline, or Calendar), and optionally choose a template.
Start Building
Your project is created with a default board. Start adding groups, columns, and items right away.
Project Dashboard
Every project has a dashboard that provides a high-level overview:
- Summary widgets showing item counts by status, priority, or assignee
- Recent activity feed showing the latest changes
- Progress indicators based on status columns
- Due date warnings for overdue or upcoming items
The project dashboard is auto-generated from your board data. No configuration is needed — it updates in real time as items change.
Managing Boards Within a Project
A project can contain multiple boards. For example, a software project might have:
- Sprint Board — Kanban view for the current sprint
- Backlog — Table view for the product backlog
- Roadmap — Timeline view for long-term planning
- Bug Tracker — Table view with custom columns for severity and reproduction steps
Adding a Board
Click + Add Board inside any project. Choose a name and default view type.
Linking Items Across Boards
Use the Link column type to create relationships between items on different boards. For example, link a bug to the feature it relates to.
Project Settings
Access project settings from the gear icon in the project header:
Duplicating and Archiving
- Duplicate a project to create a copy with the same structure and optionally the same data
- Archive a project to hide it from the sidebar while preserving all data
- Delete a project permanently (requires Admin role)
Deleting a project removes all boards, items, and associated data permanently. Consider archiving instead.
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