Start and run a project

Create a project, add tasks, and keep its health honest.

How toReviewed September 27, 2026

  1. In Projects, press “New project”, answer “What is it called?”, and press “Create”. If a project with that name exists you are offered “Open existing” instead.
  2. Add tasks on the List or Board tab. Each task is To do, In progress, Done or Canceled.
  3. Set the project's health: On track, At risk or Off track (No signal until you do).
  4. Use Discussion for conversation, Documents for files, and Calendar for dates.

Choose who may see it — only you, or the workspace. A project can be shared with somebody outside through its Outside access panel; see What outside collaborators can see.

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