A project is where your team runs a piece of work: a study, a grant, a course build, or anything else you coordinate. Each project has its own board, tasks, timeline, and member list.
Create a project
Open Projects and select Create project
Go to Projects and choose Create project.
Name it and pick a template
Enter a project name, then pick Blank for an empty board or one of the academic templates (a manuscript, a systematic review, a grant proposal and more), which start with their stages, milestones and tasks in place.
Choose who can see it
Pick Private (members only) or Workspace visibility, then create the project. It opens on its board, so you can add tasks straight away.
Add a description, a lead, start and target dates, and the board’s appearance afterwards, in the project’s Settings.
Invite your team
Open the project and choose Invite people from the actions menu (the … button) in its header. You can invite people in two ways:
- Email invite: send a targeted invitation to a specific address with Send invite. Pending invites are listed in the project’s Settings under Members, where you can resend or revoke them.
- Access link: generate a reusable link with Create link and share it with your team. Anyone who opens it joins with the role you chose. You can revoke the link at any time in Members.
Project roles
- Viewer: read the board and tasks.
- Editor: create and update tasks.
- Admin: manage members, settings, and automations.
- Owner: everything above, plus ownership of the project itself. The creator is the owner.