Team workspace · Getting around

Working inside a project

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A project is one page with six tabs, and each tracker is a filterable list rather than a board to groom.

  1. Open Organizations, click an organization, then open its Projects tab and click the project you want.
  2. Use the tab strip under the project name: Project Overview, Task Tracker, Request Tracker, Issue Tracker, Feature/Change Tracker and Maintenance Tracker. The chosen tab is written into the address, so a reload or a link you paste to someone opens on the same tab.
  3. On a tracker, click a stat tile to filter the list to that status, and click the same tile again to clear it. Request Tracker offers Unsorted, Raised, Sorted → Issue, Sorted → Feature and Sorted → Change. Issue Tracker offers Raised, Open, In Progress, Closed, Cancelled, Rejected and Need Meeting.
  4. Narrow further with the filter bar underneath: type into the search box, pick a Status or a Type, and read the count on the right. Whatever is active appears as a chip you can remove one at a time, or clear together with Clear all.
  5. Click any row to open the record. Use the pager under the table to move through pages.
  6. Add Request in the page header opens a three step create dialog: type, priority, privacy and due date, then title, description, files and assignee, then a review screen before you commit. The button is hidden on the Task Tracker, which has its own New task button instead.
  7. Use Back at the top of the page, or the breadcrumb, to return. Back returns you to the organization with its Projects tab already selected.

You should be able to answer “what is outstanding in this project” from the tiles alone, without opening a single record.

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This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.

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