Projects
Plan work with canvases, views, tags, members, due dates, and project progress.
Articles
| Article | Use this when |
|---|---|
| Understand projects | Learn how Projects organize canvases with sections, views, progress, tags, dates, collaborators, and access. |
| Create a project | Create a project, add useful structure, and avoid setting up more fields than the team needs. |
| Import and create projects with AI | Use ALLO AI to turn spreadsheets, PDFs, meeting notes, Trello, Asana, Monday.com, or a written prompt into a structured project draft. |
| Create a canvas in a project | Create project canvases with clear names, sections, owners, dates, tags, and progress behavior. |
| Organize canvases and sections | Use Project List to create canvases, reorder sections, move canvases across sections, nest sub-canvases, and set project progress. |
| Add a canvas to a project | Move or copy an existing canvas into a project, place it in a section, or nest it under another canvas. |
| Use project views | Switch between Dashboard, List, Calendar, Kanban, and Timeline views while keeping the same project canvases and progress signal. |
| Project Dashboard and progress | Read Project Dashboard, burndown, top risks, activity, and progress numbers based on canvases in complete sections. |
| Project dates, status, and notifications | Set project date ranges and status, understand Inbox notifications, and separate project dates from canvas dates. |
| Use tags and filters in Projects | Understand project tags, canvas tags, and filters so you can find the right projects and canvases without hiding work by accident. |
| Manage project tags | Create, rename, reorder, delete, and use project tags to group and filter workspace projects. |
| Manage canvas tags in a project | Create, color, edit, delete, and use canvas tags for canvases inside one project. |
| Manage project members | Add project participants, external collaborators, and workspace members while understanding public projects, private projects, joined status, and canvas access. |
| Use a project calendar | Use Calendar view to review dated project canvases, create date-based canvases, and find work hidden by missing dates or filters. |
| Plan a launch | Use a project, canvases, tags, Calendar dates, Dashboard progress, and comments to run a launch from planning through follow-up. |
| Troubleshoot project and canvas access | Fix missing projects, read-only project views, hidden project canvases, and canvases that will not open from a project. |