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Getting started

Introduction to projects

Projects hold a body of related work — a workstream, a client, or a goal.


A project is where a body of related work lives — a workstream, a client engagement, or a goal. Inside a project you add sections and tasks.

Create a project

Click the + next to a workspace (or My Projects) in the sidebar, give the project a name, pick a color, and choose who can see it.

Personal vs shared projects

  • Projects under My Projects are yours — great for personal work.
  • Projects in a team workspace can be shared with teammates so you can assign, comment, and track together.

Make it yours