Available for: Team, Education, Company, Consultant plans
Projects are essentially folders with the option to manage user access for a smaller group of people within a team. Projects are here to help you organize your boards and make them easier to find and share. In other words, a project is a group of boards that you can share with your teammates all at once.
All the team's projects to which you are invited are listed alphabetically under the team name on the dashboard. Beside the name of the project you see the avatars of the project participants:
This user participates in 4 projects of the Cat Team account
When you invite a project member, you can set their role (editor, commenter or viewer) for all boards in the project at once. Their access rights to a specific board can then be changed via the board's Share menu.
As a project member you can:
● access all boards within the project, both present and all newly created or added to the project
● create boards within the project
● be notified of all changes in all boards within a project.
Creating a Project
Click the +Add button in the left sidebar to create a new project. Set the name for the project in the Project Title field:
Creating a new project
Changing the Project details
Set up by: project editors
The creator of the project and the participants invited as editors can invite other people and add existing boards to the project. New boards can be created by any participant.
Adding members to the Project
The project invitation procedures are very similar to sharing a board. To add team members to a project, click +Add Members button in the Project Settings or click the plus icon next to the existing project members. Start typing a name or select all the members from the list and set the access level for them (editor, commenter or viewer):
Inviting people to a project
Reassigning member roles and the ownership of the Project and removing members
If you would like to change the participant's role or remove them:
- Open the Project Settings.
- Open the context menu next to their name.
- Choose the new role (editor, commenter, viewer or owner) or click to Remove them.
Removing a project participant
Note that a removed member will still have access to the project boards where they were specifically invited.
Adding boards to a Project
There are several ways editors can move boards to a project:
● to add several boards to one project at once, click +Add Boards button in the Project dialogue, start typing a name and select boards from the list:
Adding boards to the project using the project settings
● open the board’s information card window and select the project to attach the board to:
Adding the board to a project using the board settings
● open the board's context menu and choose Move to Project:
Adding a board to a project from the dashboard
Moving boards to another Project or removing it
You can move the board to another project or remove it the same ways you add a board to a project. Open the settings and from the project names list choose another name or choose None. This can be done in two ways:
● from the board’s information card:
Removing a board from a project via the board info card
● from the board's context menu on the dashboard:
Moving a board from one project to another
Leaving or deleting a Project
To delete a project you must be its owner. All the other members instead of the Delete option will see the button named Leave Project.
To make the change click Settings next to the name of the project and then click the button in the right lower corner of the menu:
Leaving a project
Deleting the project does not delete boards within it.
After leaving or deleting a project you will still have access to the boards shared with you personally or with the whole team. They will be visible on your All Boards page.