Projects

Schedule projects

Scheduling simplifies project planning and task delegation. You can visualize project timelines, assign tasks to team members, and use the Team view to manage availability. Stay organized and improve team collaboration.

Scheduling is a paid feature, which you can enable by upgrading your workspace to the PRO or ENTERPRISE plan.

Scheduling can be performed by Admins. Project managers can only schedule their own projects.

User interface displayed in this video may not correspond to the latest version of the app.

To schedule projects and team, activate project and team scheduling in the Workspace settings.

Schedule your project and keep your team’s work on track: 

  1. Navigate to the Schedule page in the sidebar
  2. Choose Projects tab to see project view

Project view offers a timeline-based overview of scheduled and active projects and tasks. 

Add a new project: 

  1. Click on Add project
  2. Choose the project in Projects window 

The project, along with all its assignments (if any) will be loaded and displayed on the project timeline.

Manage project visibility #

If your project view becomes cluttered, you can hide a project scheduled for later and keep the timeline clear and simple.

Hide a project:

  1. Navigate to the project
  2. Click the three-dots menu
  3. Choose Hide option

Add milestone #

For projects with multiple phases, milestones can help to mark completion:

  1. Choose a timeline step/phase date for your milestone
  2. Hover over that date and select Add milestone 
  3. Enter a name and specify the milestone date
  4. Click Create to complete the process

Drag-n-drop to move it to a different position on a timeline, or click on it and change its name. 

If your project timeline changed and you’d like to remove a milestone:

  1. Click on a milestone
  2. In the Edit milestone window, click on the three dots
  3. Click Delete to remove the milestone

For more details on how to edit scheduled project, check out this article.

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