Start working on your project by breaking down your ideas into a list of tasks. To create a new task, tap on the green + button at bottom right corner of the screen.
You can give your tasks more details, such as assigning due dates, setting assignees and adding tags.
Learn how to add tasks using Siri.
There are several different views for a project: List, Sublist, Board, and Overview. List view is the default view when you first access the project.
Create a sublist or a board
Tap on the project name at the top, then Add board or Add sublist.
Switch to different views
Tap on the project name at the top, then you will be able to access different views of the project.
The default filter for each task list is Active Tasks.
Tap on the filter icon at the upper right corner to access a list of preset filters, such as Group by assignee and Group by date.
In the filter menu, create your own filter by tapping on Customize. Swipe right and left to switch between different filter options.
After finish customizing your own filter, tap Apply.
Tip: You can group or filter your tasks up to two different options.
To save the customized filters, tap on the star icon at the right side in the filter menu.
If you would like to see the list of members of the project, tap on the project name at the top to access Overview first. Then tap on the members icon.
Or tap on the three dots icon at the upper right corner, then Edit project. You will be able to modify the project members and external team members there.
If you would like to view all of your tags for the project, tap on the three dots icon at the upper right corner, then Edit project, then Project tags.
If you set the tags to be Visible to all projects, you won’t need to create the same tags again in other projects within the same organization.
To set the tags visible to all projects (global tags), tap on the three dots icon for the tag, then Edit tag, and toggle on Visible to all projects.
Our default display mode for the project is Basic. If you would like to see more information, you can go to the Account Settings and set the display mode to Advanced.
Tip: You can also toggle between two display modes by shaking your phone.