How to use Projects
How to update project status
Editing project details
Adding previous tasks into your projects
Adding new tasks into projects
With your Projects view, you will be able to easily see all of your added Projects in one simple dashboard. Click on any of the Projects to open and view your current tasks, make adjustments to the timeline, update Project status, and more!
To add a project, simply click on "+ new project" at the very top of the page, and enter your Project information. Select a color to categorize it, add a name, and click Create.
To edit your Project details, click on your Project name after creating it, and make changes at the top of your page.
Project Name: Edit your project name at any time by clicking here.
Project Color: If you'd like to change the color assigned to a project, click here. More colors will be available soon!
Project Status: Change your status by clicking this drop down to help keep track of your project timelines.
Timeline: Click here to update your project's current timeline - when did you start the project, and when is the project slated to end?
Details: Add any details regarding the project to this box - points of contact, dropbox/drive lives, and more!
To quickly add tasks to your current project, click on "+Add task" and begin brain dumping the items on your plate. By adding tasks from this page, each task will automatically be assigned to that specific project quickly, and simply.
As a bonus, use your tags to label priority and status - this makes it easier to stay on top of your work load.
Editing project details
Adding previous tasks into your projects
Adding new tasks into projects
Projects View
With your Projects view, you will be able to easily see all of your added Projects in one simple dashboard. Click on any of the Projects to open and view your current tasks, make adjustments to the timeline, update Project status, and more!
To add a project, simply click on "+ new project" at the very top of the page, and enter your Project information. Select a color to categorize it, add a name, and click Create.
Editing Project Details
To edit your Project details, click on your Project name after creating it, and make changes at the top of your page.
Project Name: Edit your project name at any time by clicking here.
Project Color: If you'd like to change the color assigned to a project, click here. More colors will be available soon!
Project Status: Change your status by clicking this drop down to help keep track of your project timelines.
Timeline: Click here to update your project's current timeline - when did you start the project, and when is the project slated to end?
Details: Add any details regarding the project to this box - points of contact, dropbox/drive lives, and more!
Adding Tasks to your Projects
To quickly add tasks to your current project, click on "+Add task" and begin brain dumping the items on your plate. By adding tasks from this page, each task will automatically be assigned to that specific project quickly, and simply.
As a bonus, use your tags to label priority and status - this makes it easier to stay on top of your work load.
Don't forget, you can simply drag and drop any task from your Project list to your Calendar to quickly & efficiently time box your day!
Updated on: 11/26/2024
Thank you!