Projects are perfect for relating similar tasks and organizing your workspace. By default, projects are shared with everyone in the workspace, but you can also make them private or visible to a select number of members.
To create a new project, click
+ in the sidebar, below Favorites, and select "New project" from the popover menu that appears. You can also click "+ New Project" below your projects in the sidebar.
This will launch a new project template where you can enter the project’s name in the available field.
Your project will show as "Shared" by default, meaning that any workspace members can access it.
To limit access to your project to only a few members, click the "Share with specific members" link to open the invite form. Enter the names of existing teammates or the emails of people you want to add to the team in the field and hit
Enter to complete.
Automatic access to a project by team members depends on whether the workspace is locked or unlocked. If locked, adding General and Limited team members to your project will add them as workspace Guests by default. If the Workspace is unlocked and you invite a General team member to a private project, they will be added as a Member and can make changes to the project. If you invite a Limited team member to an unlocked workspace, they will be added as a Guest, preventing them from making any changes to the project.
You can tell if a workspace is locked on the workspace page if there is a lock icon next to the name.
To keep a project private (only viewable by you) click "Share with specific people" and then do not invite anyone on the next slide.
When you’re finished, click "Create project" in the top right corner. You can also click anywhere in the project view to save at any time.
You can create new shared projects from within the Task Form or Quick Task Bar by entering a new project name in the respective project field and clicking the
+ suggested option when it appears.