Your first project and item

Create a project for one area of work, then add an item you can act on.

You need to be signed in and online to create a project. Free supports up to five active projects you own; Pro supports up to 100. You can also start in your existing Personal project.

Create a project

1. Open the project sidebar. On mobile, select Open projects first.
2. Select Add project.
3. Enter a Project name, such as Website launch.
4. Review the Project code, such as WEB. It becomes part of item keys like WEB-1. The code cannot be changed after creation.
5. Choose an Icon and Color, then select Add.

Your project appears in the sidebar with the default To do and Done statuses. If you have reached your project limit, archive an unused project or review Free and Pro.

Add the first items

1. Select your project.
2. Clear any search, then type a title in New item (or Add your first item in an empty project), for example Draft launch checklist, and press Enter.
3. Open the item to add a description or change its fields.
4. Close the item when finished. Edits save automatically; check the save indicator for confirmation.

New items use the project’s first Active status. With the default workflow, the row check button moves a To do item to Done. Switch the view to Complete to find it again.

Adjust project settings

Open the project’s actions menu and select Project settings. Owners and Admins can change the name, icon, color, fields, and workflow while online. The project code is read-only.

Under General, turn on Open after creation if you want each new item to open immediately for more detail.

Keep the first setup simple

Start with a few real items before adding fields or statuses. When you need more structure, see fields and columns, status workflows, or sharing.