Creating and running a project
A project is a name, a description, and a task list tabbed by phase, with an Active tab and a Log tab so finished work does not clutter the working view.
By ToDidIt Product TeamUpdated
New Project on the projects page, or Shift ⌘ K from anywhere. Give it a name and you are done. Everything else is optional and can be filled in when it matters, which is usually later than you think.
You can also start from a project template, or have Project Blueprint draft the whole tree of tasks from a one-sentence goal.
Under a minute, and most of it is deciding what to call it.
Press Shift ⌘ K, or New Project on the projects page.
Open ProjectsThe modal asks for a name and, optionally, a description. Everything else about a project is set later, which is why it does not ask now.
Name it after the outcome, not the category.
"Launch the pricing page" tells you when you are done. "Marketing" never does, and a project that cannot finish is a list you will stop looking at.
Or do not start from blank at all.
The same modal can start from a project template if you have run this kind of work before, and Project Blueprint can draft the whole tree from one sentence if you have not.
Put three or four real tasks in it.
Not the whole plan. Enough that the project is not empty tomorrow, which is the moment that actually decides whether you come back to it. ⌘ K captures into it from anywhere.
A tight header, then the work. The header carries the project icon and name, a description button when there is one, the member avatars, a progress ring on wider screens, the health chip, and the share and settings buttons. Under the name sits a count line: how many tasks are in each phase, and how many are done.
Below that is the tab bar: one tab per workspace phase, plus Active and Log. The Log tab swaps the body for finished work, so you never scroll past a hundred completed tasks to reach the ones still open.
Tip
There is no add-a-task row on the page. Capture is ⌘ K from anywhere, or the + button in the corner, both of which can do more than an inline row ever did. See Quick Capture.
Similar readings
Everything below is in the Happiness Center.
Phases
An admin-defined set of stages for the whole workspace, capped at twenty. They become the tab row on every project page.
Project settings, archiving, and deleting
Rename, rewrite the description, archive when it is finished, delete when it should never have existed.
Project Health Score
A chip on the project header reading On track, Falling behind, or Needs attention, with the reasons behind the verdict in a tooltip.
All Tasks
The flat working list: project pills across the top, every task below, filters and bulk actions on hand. This is where the day's work actually gets done.
Quick Capture
⌘ K from anywhere opens a capture box that wins even while you are typing somewhere else. One field and Enter by default, with everything else a switch away.