Projects and tasks

A project with a client and a budget, the board the work moves on, tasks with owners and estimates, logged time, the four views, and what the job actually cost.

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1 · What a project is here
A container for delivery: the client it is for, the money agreed, the people on it, and everything that happens.
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The projects list
Status and a red/amber/green flag, so the ones in trouble are visible without opening anything.
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Press New project
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Name it and say who it is for
The client is what ties invoices, costs and margin to this job rather than to the company in general.
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A manager, and the money
The budget is what the job-cost card measures against. Leave it blank and 'are we over?' has no answer.
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Put the team on it
Only people on the project see it in their own work list — that is how a person's screen stays short.
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Save the project
It opens with phases and a board ready — not an empty screen you have to configure first.
2 · The board
Columns are stages of work — your stages, not ours. A card moves left to right as it progresses.
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Press Add task
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What, who, by when, how long
An estimate is not a promise — it is what lets you see later whether the job took what you thought.
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Save the task
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The card on the board
Priority, assignee, due date, checklist and comment counts — enough to judge it without opening it.
3 · Inside a task
Open a card and everything about that piece of work is in one panel: description, subtasks, files, comments and time.
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Comments and @mentions
Type @ and a name to pull a colleague in — they get a notification with a link straight to this task.
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Time against the task
Start a timer, or log hours afterwards. Logged time is what makes the job-cost card real.
4 · Four ways to read the same work
Board for moving it, List for scanning it, Calendar for when it is due, Timeline for whether it will land.
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Switch the view
The filter bar applies to all four: search, assignee, priority, label — and a saved view keeps it for next time.
5 · My Work and To-do
My Work is every task assigned to you across every project. To-do is your own private list.
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My Work
An employee starts their day here, not on a project board.
6 · What the job cost
Materials taken, staff hours at salary cost, purchases booked to the job, and expenses — against the budget and the revenue.
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The job-cost card
Uncosted hours are named in amber rather than counted as free — an unknown cost is not a saving.