Projects and planning

Create and manage projects

Create a project, edit its identity, open its connected tools, or delete it.

Projects give an outcome a stable home. Tasks, board columns, and notes connect directly to them.

Create a project

  1. Open Projects.
  2. Select New.
  3. Enter a required name and optional description.
  4. Choose an icon and one of the available project colors, or keep the neutral defaults.
  5. Create the project.

A new project receives To do, In progress, and Done board columns automatically. Project creation is enforced against your plan's project limit.

Edit a project

Open the project, use the page menu, and choose Project settings. You can change its name, description, icon, and color. Saving revalidates the sidebar, cards, and breadcrumbs.

Delete a project

Deleting a project permanently removes its board columns, tasks, and notes. This is different from deleting an individual resource to Trash. Review the confirmation carefully before continuing.

Related articles