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Organizing Tasks into Projects

 


PMI - the Project Management Institute and owner of the PMBOK standard - defines a project as temporary and unique:



  • A project is temporary in that it has a defined beginning and end in time, and therefore defined scope and resources.

  • A project is unique in that it is not a routine operation, but a specific set of operations designed to accomplish a singular goal.


 More simply put a project collects all tasks you need to do to achive a specific outcome - and usually you have some idea when this should be finished.


Assigning Tasks to Projects on-the-fly


Tap or click a task to open the Task Details Inspector. Tap or click the Project entry to display the selector. Here you can assign a task to an existing project, search for existing project by entering the first letters of the project title or create a new project on-the-fly by entering a project name and pressing "Return":


 TaskDetailsProjectPopover


To assign the task to the project tap or click on the project name in the list. The task is now moved to the new project.


Creating a Project Structure


Your projects are listed in the Library Sidebar on the Projects tab:


ProjectLibrarySidebar


To add a new project on the top level press the + button at the bottom of the list and enter the project title.


For more complex projects you can divide your projects into as many sub-projects as needed (on as many levels as needed). Select the current project and tap or click the ... at the bottom of the project list:


ProjectLibraryMoreMenu


Select "Add Subproject" and enter the project title. 


Setting Project Details


To edit project details select a project. The title of the project will be displayed in the top bar (above the task list) with a ... menu next to the project title. Tap or click the ... menu next to the project title and select "Edit" from the menu:


ProjectTopBarMenu


The Project Details Editor can be used to set planned start/due dates, color, status and flagging for your projects as well as many other details:


ProjectDetailsEditor


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