Projects

Projects groups work around an initiative. Open a project to review the board and the related documents, canvas work, or orders available in its workspace.

Work in a project

1. Create or open the intended project.
2. Give the project a clear name and organize its stages or tasks.
3. Add the related work and supporting material through the available controls.
4. Review the board and linked records as work progresses.
5. Keep the source order current when a project task affects a customer job.

Use a project to coordinate an initiative. Use a Flow when the same input-and-decision process should be reused for future requests.