Understanding Projects
Projects are containers for related tasks. They help you organize your work and personal life into manageable categories.
Creating a Project
From the Sidebar
- Click the + next to "Projects" in the sidebar
- Enter a project name
- Choose a color (optional)
- Click Create
From the Command Menu
- Press
Cmd/Ctrl + K - Type "New project"
- Press Enter
- Fill in project details
Project Settings
Click the three dots next to a project name to access:
- Edit - Change name, color, description
- Share - Invite collaborators
- Archive - Hide completed projects
- Delete - Remove the project
Project Colors
Colors help you quickly identify projects:
- Choose from 15+ preset colors
- Colors appear on tasks in mixed views
- Use consistently (e.g., blue for work, green for personal)
Project Icons
Add an emoji icon:
- Edit the project
- Click the color circle
- Select an emoji
- The emoji appears in the sidebar
Organizing with Sections
Sections divide a project into logical groups:
Creating Sections
- Open a project
- Click Add section or press
S - Name your section
- Press Enter
Using Sections Effectively
For a Work Project:
- To Do
- In Progress
- Review
- Done
For Trip Planning:
- Before Trip
- Packing List
- Activities
- Reservations
For Home Renovation:
- Research
- Materials
- Tasks
- Completed
Moving Tasks Between Sections
- Drag and drop tasks between sections
- Right-click → Move to section
- Tasks can only be in one section
Project Views
List View (Default)
Tasks in a simple list, grouped by sections:
- Clean and focused
- Great for most projects
- Shows all task details
Board View
Kanban-style columns:
- Each section becomes a column
- Drag tasks between columns
- Perfect for workflow tracking
To switch views, click the view toggle in the project header.
Project Templates
Start faster with templates:
- Create a new project
- Click Start from template
- Choose a template:
- Personal Tasks
- Work Projects
- Meeting Notes
- Goals Tracker
- And more...
Creating Your Own Templates
- Set up a project exactly how you want it
- Click project menu → Save as template
- Use it for future projects
Archiving Projects
When a project is complete:
- Click the project menu
- Select Archive
- The project moves to archived
Archived projects:
- Don't appear in the sidebar
- Can be unarchived anytime
- Keep all tasks and history
- Don't count toward project limits
Favorites
Pin important projects:
- Right-click a project
- Select Add to favorites
- Appears at the top of sidebar
Project Limits
| Plan | Project Limit |
|---|---|
| Free | 5 active projects |
| Pro | Unlimited |
| Team | Unlimited |
Best Practices
Keep Projects Focused
Each project should have a clear purpose:
- ✅ "Website Redesign" (specific)
- ❌ "Work Stuff" (too vague)
Use Sections Wisely
3-5 sections per project is ideal. Too many sections can be overwhelming.
Review Regularly
Weekly review your projects:
- Archive completed projects
- Update stale tasks
- Add new tasks as needed
Naming Conventions
Be consistent with naming:
- Use prefixes for work vs personal
- Include deadlines in project names if relevant
- Keep names short but descriptive
Next Steps
Now that you understand projects: