Help · Project Management

Projects

Projects, boards, Kanban and timelines for teams, with templates, notifications, retention rules and an audit trail, all behind the Core front door.

Open the sandbox Open live Projects About Projects

Getting started

GuideGetting started with ProjectsWhat Projects is for, who can do what, and where everything is in the menu.ArticleHow work is organised: the hierarchy, items and your workspaceDepartments, portfolios, programmes, projects and workstreams, the items inside them, and your own private workspace.GuideAsk to join a departmentThe first time you open Projects, choose the departments you work in and wait for them to accept you.GuideHome and My WorkThe overview of everything you may see, and your own list of what to do next.GuideNotifications and email preferencesWhat you are told about, how to work through your inbox, and how to choose what reaches you.

Planning and tracking work

GuideWork on a board: add, change and group itemsOpen a board, filter it to a project, add items and sub-tasks, and group them your way.GuideOpen an item: details, comments, links and historyChange an item in its panel, talk about it, link documents to it and see what has happened to it.GuideDependencies between itemsSay what an item waits for, across departments if need be, and see it on the timeline.GuideKanban, Timeline and Stats, and exporting a boardThe other ways to look at a board, and how to take its items away as CSV or Excel.ArticleStatuses and workflows: why a change is refusedHow a workflow decides which status comes next, and what it asks for along the way.GuideMake a dashboardPut the figures you watch on one page, for yourself or for everyone.

Working with Flow

GuideRun a Flow process for a projectLaunch a Flow run from a project, follow its progress and do your own steps without leaving Projects.GuideMake a task wait for a Flow runMark a task as waiting for a Flow run, or one of its steps, and be told when it can start.

Running projects

GuideBuild the hierarchy and use templatesAdd departments, projects and workstreams, and start new projects from a template.GuideClose, reopen and archive a projectLock a finished project, keep a closure report, and archive it when the work is done with.GuideTrash and retained recordsRestore something deleted by mistake, and how deleted records are kept afterwards.

Administration

GuidePeople and rolesAdd people before they arrive, give them roles, and make roles of your own.GuideItem types, fields, statuses and workflowsShape what people track: new item types, their fields and statuses, and the workflow each one follows.

Questions and answers

Why can't I see a department or project I know exists?

You see the departments your roles cover, and your own workspace. Ask that department's administrator to give you one of its roles. Archived projects are under Archived, Projects, not in the hierarchy.

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Can I upload a file to an item?

Not yet. Keep the document where you normally keep it, and add a link to it under Resources on the item.

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Can I get a PDF report, or a report sent on a schedule?

Not yet. Download what you need as CSV or Excel: Export on a board, Export overview on Home, or Export summary on Stats.

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What is the difference between Projects and Project Tracker?

Projects is where teams plan and do the work: boards of tasks, risks and bugs, dependencies, timelines and workflows. Project Tracker is a separate applet that follows a portfolio of projects through its phases and gates. When a project here is linked to one in Project Tracker, All Items shows a banner, On the board:, with its phase and status, and Open in the tracker takes you there.

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Why can't I change this item?

Usually one of three things. The project is closed, so it is read-only until someone reopens it; a red banner says so. The item's workflow does not allow that change, or locks that field at this stage; the message says what is wrong. Or your role lets you read the department but not change it.

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Is the data in the sandbox real?

No. The sandbox's people, departments, projects and items are fictional, and they are reset every night. Try anything you like.

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