Projects & the board

A project holds the work for one client engagement: a Kanban board of tasks, phases, requirements, quotations, change requests and a team.

  1. 1Open Projects → New project. Set name, client, PM, status, dates and budget.
  2. 2Open the project to use the board: create tasks in columns (Backlog / To-do / In progress / Done).
  3. 3Open a task to set assignee, priority, due date, estimate, subtasks and comments.
Backlog
To-do
In progress
Done

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