Plankwork
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Foundation

The board

Views

People and delegation

Time and money

Reports

AI

Your account and organisation

Service Desk

Administration and company IT

Reference

Projects and shared boards

You run thirty pieces of client work. Each is a project with its own board, its own dates and its own list of people who may open it. This chapter is about creating a project, deciding who can see its board, describing it, and what happens when its work is finished or put away.

A project is work your organisation runs for a while, usually on its own shared board. The chapter covers who can see a project board, including restricted boards; creating a project; the project details window, with its dates, its responsible person and its team; sharing and making a project private; and completing and archiving.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.