What is a Project?
A Project is a container for everything needed to reach a specific goal within a set timeframe: tasks, sub-tasks, dates, owners, the team chat, reports and related files.
Create a project
- Click 'New project'.
- A clear name: 'Pro Plan Launch Q2' is better than 'New project'.
- Estimated end date.
- You assign a project lead and team members.
- Optional: a long description, measurable goals.
The project's 6 views
- Table / List: all tasks in an Excel-like format. Filters and sorting.
- Tasks (My list): what's assigned to you in this project. For daily focus.
- Gantt: a visual timeline with dependencies between tasks and dates.
- Kanban: cards you drag between status columns.
- Statuses: a board view grouped by status (To do, In progress, Done).
- Chat: the project team's dedicated conversation.
- Reports: a dashboard with metrics (% complete, delays, workload per person).
Create a task inside the project
From any view (easiest in Kanban or Table), the New task button. You fill in title, owner, due date, priority and dependencies (if there's a task that must be done before this one).
Example: launching a product
Your company is going to launch a new plan in 8 weeks.
- You create the 'Pro Plan Launch Q2' project, end date: 2026-07-15.
- You assign the team: you (lead), Diego (marketing), Karina (product), Sofía (legal).
- You load 18 tasks with dependencies (legal before the website, the website before the launch).
- You look at the Gantt and reorder so it wraps up before July 15.
- The team talks in the project Chat.
- Each week you check the report: % progress, delays, capacity used.
You coordinate a launch without missing anything and without endless meetings.
How it connects with other modules
How it connects: Projects
Tips for managing projects
- Keep no more than 3-5 projects open at once. Any more and they become unmanageable.
- A project with no lead is a project with no owner. Always assign one.
- Review the Gantt every week. It's where problems show up before they hurt.
- Use the project chat for project-specific communication. Don't mix it with the general chat.
- Close projects when they're done. Don't leave them floating as 'open but we've already finished everything'.
If something doesn't work
If something fails
Tasks are missing from the Table view.
Clear the filters (there may be a filter by owner, status or label). The 'Clear filters' button is at the top right.
In Gantt I don't see the dependency lines.
Dependencies are created inside each task's detail, not by dragging. Open a task and add 'Depends on...'.