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What is a Project?

A project is a collection of boards that represent a specific initiative, product, or workflow. Each project lives inside a workspace and can contain multiple boards with different views.

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Creating a Project

1

Navigate to a Workspace

Open the workspace where you want to create the project.
2

Click New Project

Click the + New Project button at the top of the workspace view.
3

Configure the Project

Enter a project name, select a default view type (Board, Table, Timeline, or Calendar), and optionally choose a template.
4

Start Building

Your project is created with a default board. Start adding groups, columns, and items right away.

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Project Dashboard

Every project has a dashboard that provides a high-level overview:
  • Summary widgets showing item counts by status, priority, or assignee
  • Recent activity feed showing the latest changes
  • Progress indicators based on status columns
  • Due date warnings for overdue or upcoming items
The project dashboard is auto-generated from your board data. No configuration is needed — it updates in real time as items change.

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Managing Boards Within a Project

A project can contain multiple boards. For example, a software project might have:
  • Sprint Board — Kanban view for the current sprint
  • Backlog — Table view for the product backlog
  • Roadmap — Timeline view for long-term planning
  • Bug Tracker — Table view with custom columns for severity and reproduction steps

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Adding a Board

Click + Add Board inside any project. Choose a name and default view type.

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Linking Items Across Boards

Use the Link column type to create relationships between items on different boards. For example, link a bug to the feature it relates to.

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Project Settings

Access project settings from the gear icon in the project header:
Update the project name, description, and icon. Set the default board that opens when the project is selected.
Manage who has access to this specific project. By default, all workspace members can access all projects in the workspace.
Configure when/then automation rules that apply to all boards in the project. See the Automations guide.
Connect third-party tools like GitHub, Slack, or Jira to this project specifically.

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Duplicating and Archiving

  • Duplicate a project to create a copy with the same structure and optionally the same data
  • Archive a project to hide it from the sidebar while preserving all data
  • Delete a project permanently (requires Admin role)
Deleting a project removes all boards, items, and associated data permanently. Consider archiving instead.