Skip to main content

Track project tasks

Use Projects when work needs a visible board, owners, due dates, or a shared status.

Open Projects​

From the portal, click Office → Projects.

Projects board

Create a project board​

  1. Click the option to create a new board.
  2. Give the board a clear project or team name.
  3. Add lists such as To do, Doing, and Done.
  4. Add cards for individual tasks.

Keep each card small enough that one person can finish it. Split large work into multiple cards.

Update a task​

  1. Open the card.
  2. Add a description or checklist.
  3. Assign the right owner.
  4. Set a due date when timing matters.
  5. Move the card when the status changes.

Use comments for project discussion that should stay attached to the task.

Review a board​

Scan the board by list:

  • To do should contain planned work.
  • Doing should stay short.
  • Done should show completed work.

If Doing grows too large, finish or reassign work before adding more.