Now that your team is ready, start creating projects related to the department that your team is named for. A project is where you’ll store related action items and upload any relevant files and documents your team might need while working through them. Essentially, it’s an overview of every task that needs to be finished to wrap up what your team is working on, large or small. You can create a project by clicking the ‘+’ beside “Projects” in the sidebar and selecting New Project.
Not sure whether something should be a task or a project? A good rule of thumb is to ask yourself what you need to do to complete it and whether more than one person will be responsible for those actions. Drafting a blog post on a new feature is something that one person could be responsible for and is pretty specific, so it’d likely work best as a task. If you also needed to prepare graphics for the post, set up analytics, and coordinate the post across social media, it might make sense to set up a Feature Blog Posts project, create the various steps as tasks, and then delegate to your respective teammates.
Create processes and milestones or categorize at a glance
Within your project, you might consider adding sections (or using Kanban) to divvy up your tasks as a further level of organization. A section can represent a step in a process, such as “Planning”, “In Progress”, and “Complete"; it can also indicate a level of priority, such as “High,” “Medium” and “Low”.
They are completely customizable, so you’re able to choose a system that works best for your team. To add a section, click the “Add section” link at the bottom of the project view. When you’ve added your sections, you can then drag and drop any existing tasks as needed or create the task within the appropriate section. This allows your team to see where your tasks stand within a project with one look.