Projects

A project is something you’re working to finish. It has an outcome (what done looks like), notes, its todos, and optionally the pillar it serves. Projects are grouped by when you mean to work on them: Now, Next or Later.

To open them, select Workspace on your dashboard, then Projects.

Add a project

Type the title in New project’s title.
Choose its Pillar, or leave No pillar.
Select Add Project.

The new project opens.

Change a project

On the project, select its title at the top to open it.
Change what you need: the Title; on the Details tab, its Pillar, Horizon, Status, Start date and Target date; on the Outcome and Notes tabs, its outcome and notes.
Select Save.

You see “Saved.” The top of the project shows its pillar, horizon, status and how many of its todos are open, such as “3 of 7 open”.

Add a todo to a project

In the todos section, such as 2 todos, type the title in New todo.
Select Add.

You see “Added.” The todo is on your todo list too, and its Linked to names the project. Open todos are listed first.

Finish a project

Open the project’s header by selecting its title.
On the Details tab, set Status to Done or Dropped.
Select Save.

It leaves the list. Its todos stay as they are. To see finished projects, select Show done and dropped projects on Projects.

Think it through as a mind map

Select New Mind Map at the bottom of the page. A mind map named for the project opens, already linked to it. See Mind maps.

Delete a project

Open the project’s header by selecting its title.
Select Delete, then Delete again to confirm.

The project and its links are deleted. Its todos stay. This can’t be undone.

Who can do this

Every member of the space. A Global Admin can’t see your projects.

If something goes wrong

“Give the project a title.” Type a title, then try again.
“Give the project a title. Dates are a day, month and year.” Check Title, Start date and Target date.
“That pillar wasn’t found.” The pillar may have been removed from this space. Choose another.
“Give the todo a title.” Type the todo’s title before selecting Add.