Projects #

Projects are the foundation of TaskFlow. They contain boards, lists, and tasks that help your team organize and track work.

Creating Projects #

New Project #

Go to TaskFlow in sidebar
Click New Project button
Fill in project details:
- Name - Project title
- Description - Brief overview
- Template - Optional starting template
- Privacy - Public or private
Click Create Project

Project Templates #

Start faster with templates:

Template	Lists Included	Best For
Blank	To Do, In Progress, Done	Custom workflows
Basic Kanban	Backlog, To Do, In Progress, Done	Simple projects
Software Development	Backlog, Sprint, In Progress, Review, Done	Dev teams
Marketing Campaign	Ideas, Planning, In Progress, Review, Published	Marketing
Content Pipeline	Ideas, Writing, Editing, Review, Published	Content teams

Importing Projects #

Import from other tools:

Click New Project
Select Import
Choose source:
- CSV file
- Trello
- Asana (via CSV)
Map fields
Click Import

Project Settings #

General Settings #

Access via Project > Settings:

Setting	Description
Name	Project display name
Description	Project overview
Icon	Visual identifier
Color	Project color theme
Privacy	Public or private

Privacy Settings #

Public Project:

Visible to all workspace members
Anyone can view tasks
Only members can edit

Private Project:

Only invited members can see
Hidden from project list for non-members
Full control over access

Managing Lists #

Default Lists #

New projects include:

To Do → In Progress → Done

Creating Lists #

Click + Add List at right of board
Enter list name
Press Enter or click Create

Customizing Lists #

Click list header for options:

Option	Description
Rename	Change list name
Color	Set list color
Copy	Duplicate list
Move	Reorder list
Archive	Hide list
Delete	Remove list and tasks

List Limits #

Set WIP (Work In Progress) limits:

Click list header
Select Set Limit
Enter maximum tasks
List shows warning when exceeded

Reordering Lists #

Drag list header left or right
Drop in new position
Order saves automatically

Project Members #

Inviting Members #

Click Members in project header
Click Invite
Search for team members
Select role
Click Add

Member Roles #

Role	Can View	Can Edit	Can Manage	Can Delete
Viewer	Yes	No	No	No
Member	Yes	Yes	No	No
Admin	Yes	Yes	Yes	No
Owner	Yes	Yes	Yes	Yes

Removing Members #

Go to Members
Find member
Click Remove
Confirm removal

Board Views #

Kanban Board #

Default view with draggable cards:

Tasks organized in columns
Drag to move between lists
Visual workflow tracking

List View #

Linear task list:

All tasks in one view
Sortable columns
Bulk selection

Calendar View #

Tasks by due date:

Monthly calendar layout
Tasks on their due dates
Drag to reschedule

Timeline View #

Gantt-style view (Business plan):

Tasks as horizontal bars
Show duration and dependencies
Track project timeline

Filtering & Sorting #

Quick Filters #

Filter tasks quickly:

Filter	Shows
My Tasks	Tasks assigned to you
Unassigned	Tasks with no assignee
Due Soon	Tasks due this week
Overdue	Past due date

Advanced Filters #

Click Filter button
Add filter conditions:
- Assignee
- Due date
- Priority
- Labels
- Created date
Apply filters

Saved Views #

Save filter combinations:

Apply filters
Click Save View
Name your view
Access from dropdown

Sorting #

Sort tasks within lists:

Sort By	Order
Due Date	Earliest first
Priority	Highest first
Alphabetical	A-Z
Created	Newest first
Custom	Drag to reorder

Project Activity #

Activity Feed #

Track all project changes:

Project Activity
─────────────────────────────
Today
• Sarah created task "Design homepage"
• John moved "API integration" to Done
• Mike commented on "User research"

Yesterday
• Sarah added John to project
• Project settings updated