Projects and tasks
Create projects for your customers or in-house, organise their tasks in lists or on a board, follow your own work and choose who sees what.
10 articles · Last updated Nov 9, 2026
How the project list worksProjects lists your customer and in-house work, with each project's stage, leader, members and progress. Filter, search, sort and star projects at the top.Create a projectClick Add new in Projects, name the project, choose its template, customer, leader and members, then click Create project.Task lists, list view and boardA project's tasks sit in task lists. See them as a list, or as a board with one column per list, and drag tasks to order or move them.Add and edit project tasksAdd a task at the foot of a task list, then open it to set who does it, its dates, labels, estimate and priority. Each change is saved at once.Comment on a project taskOpen the task, write in the comment box, type @ to mention a member, attach files, then click Comment. Followers and the assignee get it by e-mail.Use My workMy work lists your open tasks in every active project, due today and late first. Complete tasks, add new ones, run the timer and see your week's time.Use project templatesA template is a model project: a new project made from it starts with its task lists, open tasks, members and rates. Save any project as a template.Set up stages, categories, job types and labelsProject settings holds the lists every project uses: stages, categories, task labels, and job types with their default hourly rates.What employees see in ProjectsEmployees see only the projects they are members of. They add, change, complete and comment on tasks and log their own time, but never see the money.Who can see and change projectsThe Business owner can do everything. A Member needs the permission for projects, and the one for rates and budgets to see the money.