Projects and Actions apps are now officially united! To give users full transparency of their operations, Projects and Actions have been combined into Tasks. The merger of these modules will simplify day-to-day work by bringing together the different elements in a single interface.

Why do we make those changes?
All to give you the opportunity to familiarize with this new navigation and facilitate the transition to projects transversality.

How the new Projects App works?

Projects and Actions have been merged into Tasks, which can be created in the Projects application. A task can be:

• A stand-alone (personal) task which appears in your task list, but not linked to a board,

• A sub-task which exists in a task, part of a to-do list,

• A task which is a part of a task board.

A Task Card is the same as the current Project Card, with a few changes:

• Subtasks can be assigned to members,

• There's a subtask completion bar.

📌 Note: Activating the new Projects application in Experiments, does not change the functioning of its previous version (Projects and Actions apps) for members who continue to use it. What is done when the experimental mode is activated is available when it is deactivated, and vice versa.

What is included in a Task card?

A task card is described by a title and description. Its card also includes:

➤ Member(s), role or circle assigned,

➤ Due date,

➤ Labels,

➤ OKRs attached,

➤ Sub-tasks,

➤ Files attached,

➤ Progress bar,

➤ Comment section,

➤ Activity section (task editing history).

What's more, you can also perform the following actions from the task card:

➤ Using Text Editor in the description field,

➤ Copying task URL,

➤ Duplicating task and its subtasks,

➤ Moving task to chosen circle board and its column,

➤ Archiving task,

➤ Deleting task.

Permission and access

👉 All circle members have full access to the corresponding circle boards.

👉 All organization members have view-only access to any circle board by default.

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👉 If a circle is working with confidential information, Circle Admins can decide to make the circle private to make its project board accessible only to circle members.
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Processing Project and Tasks during a meeting

To provide updates and move work forward, circle members can check projects and tasks during the circle meeting. Admins of your platform can set up customizable meeting templates to adapt the meeting structure.

👉 Find out more about meeting templates