Worksection

Folders hold projects, projects hold tasks, and tasks can have two levels of subtasks plus checklists. Give work an assignee, start and finish dates, a priority and status so the plan has owners and a schedule.

Teams can work from table, Kanban or calendar views and apply filters, saved views or bulk updates. A task can be added directly from a Kanban column, subject to the person’s creation rights. Check the exact view and filter rights of the chosen plan.

Relations can simply connect tasks, block completion or adjust schedule dates. Gantt bars visualize timing and dependencies on eligible plans. A task may have only one Finish-to-Start or Start-to-Start dependency, and circular links are disallowed; test a real project sequence before importing a complex schedule.

Project dashboards show timeline, activity and task status; reports analyze projects, tasks, time, people and days, with Excel or CSV export described. Make sure tasks are kept up to date before using a chart as a status report.

Task cards can hold files and comments, while the built-in messenger supports project conversations. Review who can access a project before attaching documents or moving a sensitive discussion into it.

On a plan with guest rights, external people see only permitted tasks. Guests need individual or bulk invitations to tasks; sharing a nested subtask also exposes its parent hierarchy. Review the parent’s notes and files in a test account first.

Time tracking can record estimated and actual effort for tasks or projects. It must be enabled by an administrator; disabling it removes the timer and time data from reports. Validate the Time & Material tier and cost visibility before relying on financial reporting.