Your first project

1. Create a project

Go to Projects and click New project.

Name: for example “Client · New website”.
Key: two to ten capital letters or digits, starting with a letter. Items in the project are numbered with it: WEB-1, WEB-2 and so on.
Client (optional): the company the project is for.
Template: start Empty, or from Onboarding (12 items in 4 phases) or Integration (8 items, test and go-live). A template adds milestones and the items that lead up to each.

Press Ctrl Enter or click Create project.

2. Add items

On the board, click Add at the bottom of a column, or press C anywhere in the project. Give the item a title and, if you like, a description, an assignee, a priority and a deadline. Turn on Create more to add several in a row.

Have a list already? Import it from CSV.

3. Invite your team

Go to Settings → Members & roles, type an email address, pick a role and click Send invitation. Invite clients as guests so they can follow the work without changing it. A guest sees only the projects you add them to.

4. Follow the work

Home shows what is yours, most urgent first.
The board shows the flow, the list the details.
The overview shows progress, milestones and recent activity.