📁Projects

Projects & portfolio

Every piece of work lives in a project. This chapter shows you how to create a project, move around inside it, and follow all your projects at once.

📁 Projects🧩 Templates🗺️ Portfolio📅 Calendar

The project center

Open Projects to see every project you can access. Use the filters to focus the list:

Each project shows a status and a health rating:

If you can manage a project, you can also archive it to hide it from daily lists, restore it later, or delete it permanently.

Create a project

1. Choose New projectStart from a template, or choose a blank project.
2. Pick a project keyThe key is a short code such as APL. Work items are numbered with it: APL-1, APL-2, and so on. The key cannot be changed later, so choose it carefully.
3. Add the essentialsEnter a name, choose an owner, and set the planned start and end dates.
4. Invite the teamAdd members and give each person a role. Their role decides which project tabs they see.

Project templates

A project template gives a new project a head start with extra board columns, custom fields, and starter work items. Find them under Delivery → Templates.

• Organization templates are shared with everyone who can create projects.
• Personal templates are visible only to the person who made them.
• Every project always gets the default columns To do, In progress, Done, and Cancelled.

Inside a project

When you open a project, the top of the page shows its name, key, health, and status. Below that is a row of module buttons, and the one you are in is highlighted. A project can have up to 23 modules. You only see the ones your role allows.

The modules follow the life of a project. Click any chip to learn more:

Two modules are useful at any time: Overview, the project's front page, and Activity, the history of who did what.

Project overview

Overview is the first page of every project. It shows overall progress, overdue work, your items, the owner, the dates, the description, and the health rating.

Portfolio: all projects at a glance

Portfolio is for people who follow many projects. It is a view across the projects you can see, not a separate copy of them.

Calendar

Calendar shows dates, milestones, and deadlines from all your projects. Switch between month, week, day, and list views. If you are allowed to edit an item, you can drag it to a new date. The change applies to the same item everywhere.