A workspace contains your team and its shared projects. Inbox and personal projects are private to you.
Create your account
Open sign up and enter your name, organization name, email, and password. Follow the email confirmation step if prompted.
Already part of a team?
Use the invitation from your Project Manager to join their workspace. Creating an organization with a similar name does not connect you to their team.
Invite your teammates
If you created the workspace, you are a Project Manager. Open Settings, then Team to invite people and manage team roles.
Choose My Workspace for your assigned work, personal tasks, Pipeline, calendar and trackers. Use Needs attention to review overdue tasks, work due today and the next seven days. My Pipeline keeps your agreed next steps in order.
Add a task to Inbox
Choose Add task beside Inbox. Give it a clear title, add a date or note if useful, then add the task.
Create a personal project
Choose New project under Personal projects when a group of tasks belongs together. Open its disclosure to work with the tasks right from My Workspace.
Explore My Workspace in the working demo
A useful task says what needs to happen. Start with a title such as “Review the launch outline,” then add only the details the work needs.
Open Add task
Use Add task in a project or Inbox. The global plus button also opens the full composer. Starting inside a project selects that destination for you.
Choose a project
Check the Project before adding the task. Shared project choices show their Section and Project path, so projects with similar names are easier to tell apart.
Set assignees and task details
For shared work, use Assign to choose the people responsible. Due, Repeat, and Note add a schedule or context. Personal tasks stay yours.
Open a task to see its details. Complete it with the circle beside its title. Use the task menu for actions such as Duplicate Task, which lets you review the new title before creating a copy.
Try adding your first taskA shared project holds the tasks, events, people, and reference material for one body of work. Sidebar Sections keep related projects together.
Create a project in a Section
As a Project Manager, choose the plus beside a sidebar Section. Set the project name, icon, and color.
Add the people doing the work
Use the project’s member controls to add teammates. Invite people through Settings, then Team first if they are not yet available.
Choose the project’s tools
Open the three dot menu in the Project header to show or hide Tasks, Trackers, and Calendar. Use Project Details for shared references, notes, and milestones.
Add a Project event
Choose Add event beside Add task in the Project task toolbar. The Project is selected for you, and the event also appears on the calendar even when the Project Calendar is hidden.
Review upcoming events
The Events section shows upcoming and ongoing events in date order. It stays hidden when none remain. When past events are available, choose Show past events to include them.
Open an event for its details
Each tile shows its assigned people. A notes icon appears when notes exist, and a comment count appears when updates exist. Select the tile to read or edit the event. The panel shows the Section above the Project name.
In Project navigation on desktop and mobile, the calendar icon and upcoming event count appear before overdue and open task counts. Ongoing events are included in the event count.
Try Project events in the working demo
Open All Tasks to review open work from the team projects you can access. Section and Project paths help you see where each task belongs.
- Assigned to Me
- Work where you are an assignee.
- Important
- Tasks marked as high priority.
- This Week
- A view organized by date, including work completed this week.
- Overdue
- Open work with a due date that has passed.
Each view filters the same tasks. Open a task to see its details and project.
Explore All TasksTeam Pipeline shows each person’s tasks in order. Assignment identifies who is responsible. Adding a task to a Pipeline puts it in that person’s sequence.
- Assigned
- Open a person’s Assigned control to see the work assigned to them. Being assigned does not automatically put a task in their Pipeline.
- Up Next
- Project Managers add tasks to a person’s Pipeline and arrange the order. A task must be assigned to that person first.
- Working on it
- Each person marks the tasks they are working on in their own lane. This daily state resets at midnight.
Use Check Ins to tell the team what you are working on today.
Share today’s plan
Open Check Ins, write what you are working on, and choose Check in. Mention a blocker or a decision you need when it affects the plan.
Add an update as things change
After your first check in, the composer lets you add updates to it. Use the date controls to read earlier days.
Use a task for a deliverable. Use a Tracker for a result you count each week or month, such as publishing four articles.
Set the goal in a project
Turn on Trackers from the Project header’s three dot menu. Add a tracker with its target and weekly or monthly cycle.
Record progress
Update its count as the work happens. Open the Trackers view to find goals that are overdue, behind pace, due soon, or resetting soon.
Open a task to view and edit its subtasks, notes, links, attachments, assignees, and updates.
- Subtasks and notes
- Break the work down or add a reference. When an inline editor shows Save and Cancel, choose Save to keep the draft or Cancel to discard it.
- Updates
- Post progress on the task itself. Mention a teammate in an update when their attention is needed.
- Status Updates
- Review tasks with unread status updates from the projects you can access.
Team Calendar shows events and task due dates from the team projects you can access. On desktop, choose the month, week, or day view to review the schedule. The navigation count shows visible events occupying today, including events that started earlier. It is hidden when there are none.
- Task due date
- Set Due on the task when the date belongs to the work. Select a task in the calendar to open its details while keeping the calendar in view.
- Calendar event
- Choose New event in Team Calendar or Add event in a Project. Use Timed or All day to set the schedule, then choose dates, a Project, and assigned people. Add a repeating schedule when needed.
- Project calendar
- Turn on Calendar in the Project header’s three dot menu to see the schedule inside that project. Selecting an event here opens the same event details as its Project Events tile.
Event details open beside your work when there is room, or in a panel on narrow screens. Use Notes for context and Updates for the conversation about the event.
Explore Team CalendarInvite a client, freelancer, or partner to specific projects. Workspace invitations and project membership are separate steps.
Invite an outside collaborator
As a Project Manager, open Settings, then Team. Use external collaboration to send an email invitation.
Choose the shared projects
After they accept, add them through the member controls of the projects they need. External people appear separately in people pickers.
Review access when the work ends
Remove the person from a project to end that project’s membership, or remove them from the external team list when the collaboration is over.