A project

Add tasks and move them along

1. Press Add task above the board, give it a Title, a Column and a Priority, and press Add task in the sheet.
2. Or press Add a task at the foot of a column, type what needs doing, and press Add.
3. Drag a card to another column, or open its task, choose Move to and press Move.
4. Narrow the board with Search tasks, Assignee, Due, Priority or Only mine.
5. Press Clear filters to see every task again.

Then: A task in a column marked done is done. While the board is narrowed, each column's count says how many it shows, such as 3 of 15, and the filters are in the page's address, so a narrowed board can be sent to somebody.

Rather not? Press List for the same tasks as a list, and press Priority or Due at its top to sort by it.

Fill in and plan a task

1. Press a task to open it beside the board.
2. Set its Priority, Start date, Due date and whether it Repeats, and press Save.
3. Open Who it is given to, check the people on the project who do it, and press Save.
4. Add lines to its Checklist, and a file under Add from My Drive.
5. Press Link it to a program, meeting, class or person to say what it is about.
6. Under Depends on, choose the task it waits for in Waits for and press Add.
7. Type a comment, with @ to mention somebody on the project or # to link a task, and press Comment.

Then: Whoever you give it to is told, and so is whoever you mention. Its Activity says who changed what, and when. Somebody given a task due by tomorrow is reminded once. Marking a repeating task done makes its next one, for the same people, due on the next day of its series that is not already past.

Rather not? Open Delete this task and press Delete it to remove it: its checklist and comments go with it, and its files stay in Drive.

Brief regional teams can't start until pricing is final. Grace opens Brief regional teams and, under Depends on, chooses Finalize pricing. When pricing is due after the briefing starts, the Timeline marks Finalize pricing as slipped.

Plan the project, and say how it stands

1. Press Overview for where it stands, its dates, its goal, how far along it is and each milestone's progress.
2. Press Set dates for when it starts and ends, or Link a goal of a strategic plan.
3. Press Add milestone for the points it works toward, at most 20, then choose a task's Milestone in the task itself.
4. Press Timeline for each task as a bar from its start day to its due day, choose Week, Month or Quarter, and turn on Critical path for the longest chain of tasks that ends on the project's last due day.
5. Press Post health update, choose On track, At risk or Behind, write why, and press Post.

Then: Everybody who can open the project reads the update, and Projects can be narrowed by it. On the Timeline green is done, blue is open and red is overdue; pressing a bar opens its task, where its dates are changed, and a task with no start and no due day is listed under Not scheduled.

Log your time on a task

1. Open a task, and under its Time press Set an estimate for how long it should take.
2. Press Start as you begin, and Stop and log when you finish.
3. Or, under Add time by hand, give the Date, Hours and Minutes, and press Log time.
4. Press Time at the top of the project for what was logged, by person and by week, and Export it.

Then: Stopping the timer logs the time since it started, rounded up to the minute. You change or delete your own entries, and the estimate is what Workload spreads over the task's working days.

Who: You log your own time only. Whoever runs the project reads everybody's on Time and may delete an entry, but never changes anybody's minutes; everybody else reads their own.

Put people on it, and keep its settings

1. Press Settings beside the project's tabs.
2. Open Add people, check who, choose Owner or Member, and press Add.
3. Change somebody's place on it and press Save, or press Take off.
4. Change its title, who can read it, the program it is for and its columns: Add column, rename one, or move it.
5. Under Save as template, give a Template name and press Save as template; press Archive project when it is finished.

Then: Owners change the project; members work in it. A template keeps the columns, milestones, tasks and checklists, not who, when, comments, files or links. An archived project is read-only and listed under Archived, and Bring it back restores it.

Rather not? Somebody on a project who no longer works on it presses Leave this project.