Open the app, pick a template, and your project is ready in minutes. Set goals, define milestones, and map dependencies on a timeline to see how work fits together. Add custom fields for budget, client, or priority, then assign clear owners and due dates. Import tasks from a spreadsheet, or capture ideas from clients and teammates through an intake form that turns suggestions into actionable work. Store briefs, requirements, and contracts next to tasks so nobody hunts for files later.
Run the day from a board view. Drag tasks across stages, limit work-in-progress, and trigger automations when status changes. Break down large deliverables into subtasks, create recurring checklists for weekly routines, and connect related work with dependencies. Log time and expenses as you go to keep billing and payroll accurate. When plans shift, adjust the timeline with a quick drag and watch percent-complete, workload, and due dates update everywhere. Use filters to see only what matters today: your tasks, this week’s deadlines, or items blocked by missing approvals.
Keep conversations tied to the work. Start 1:1 threads for sensitive topics or spin up group channels for campaigns and sprints. Mention teammates, request approvals, and pin decisions to the task so context never gets lost. The AI assistant drafts status updates, meeting notes, and client emails using live project data, then suggests next steps you can add as tasks with one click. Convert messages, emails, or form submissions into work items and route them automatically to the right project or workflow. more
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