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Projects

How to create a project

It’s very easy to create a new project in Nozbe. To do so, hit the “Add New Project” button visible in the “Followed projects” section in the left panel to open the project set-up form.

Adding a new project

You can also tap the “All” button on the list of Followed Projects, open the All Projects list in the left-hand side menu, and tap the “+” icon next to the “Active Projects” section to create a project this way.

Adding a project from all projects list

But that’s not all. You can also open a task, tap on its project attribute, and create a new project directly there.

While creating a project, you can tap on “More options” to specify additional details of your project. Here you can add a project purpose, create the project from a template, set its color or specify the groups to which it will belong.

Specifying task details

By default, new projects are open. This means that they are visible to anyone in your team. Thanks to it, you can immediately start working on them and assign tasks to your team members. Other team members can edit the name of an open project, change its purpose, or mark it as done.

Of course, you can create a private project or invite selected people to a project by choosing the “Invited members” option while setting it up. Your team projects will be marked with a “dot”, invitation-only ones with a “ring”, and the personal projects will have a padlock icon next to their names. Please note that this option is available for Premium users only.

Project’s details

Enter a project, tap on the “…” icon next to its name in the top bar. There are a few different options in the drop-down list:

  1. Manage: use it to change this project’s details
Managing a project

💡Pro-tip: You can use a suggested color for your projects. You can freely toggle between your color and suggested color within project settings. Team color is automatically set for every new project. It can then be changed only by project managers.

  1. Follow: mark a project as followed to receive updates about it in Activity, and to have a quick access to it from the sidebar on the left.
  2. Favorite: mark your project as favorite to see it on the top of the list on the left side.
  3. Add section: you can divide your project into different sections. It is helpful when your project is getting bigger and more complex.
  4. Show all completed: it will allow you to see completed tasks.
  5. Select tasks: you can choose several tasks simultaneously and edit them.
  6. Copy task list link: you can generate a link to your task list.
  7. Clone: you can create a copy of the project, its sections, and active tasks.
  8. Create a template: create a template based on that project to easily manage recurring procedures.
  9. Add tasks via email: you will find the project’s unique email address you can use to send tasks to it via email.
  10. Export to CSV: create a CSV file containing information about the tasks currently displayed on the task list within that project.

Project Managers

When you create a project, you automatically become its manager.

As a manager, you can change the project from open to invite-only and the other way around.

In an invite-only project, you can add new people or remove them from that project. You can also edit that project’s name.

Note that if you wish to leave a project, and you’re currently its only manager, it is necessary to grant the manager permissions to someone else first. Only then, the new manager can remove the previous manager from the project.

If a manager leaves a project and the team admin is a member of it, the team admin can can become a new project manager.

Becoming a manager

Sections

Sometimes tasks in a project serve different purposes, especially when a project is vast and complicated. So to keep your workload in order, use project sections! Put your tasks under various sections to easily organize your project.

How to create a project section

To create a new section, tap the “…” icon next to the project’s name and choose “Add section”.

Create a new section

How to add your tasks to specific sections

When creating a new task, you can use the “+” icon in a specific section to ensure the new task will be added right there.

You can also drag and drop all tasks between the sections in a project.

Change the section order

Use the drag and drop option to move the section up or down.

Move sections

Archiving and deleting sections

If you don’t need a particular section anymore, tap on the “…” icon next to its name and choose the “Archive” option to move it to Nozbe’s archive. You won’t see it anymore in your project.

Archive a section

Tasks from an archived section will remain in the project without a section specified.

To restore the archived section, you first need to tap on the “…” icon next to the project’s name and choose the “Show all completed” option. You will see your archived section on the list - tap on the “…” icon next to its name and choose “Restore” to retrieve it.

Once the section is archived, you can delete it permanently. Please make sure that you won’t need it anymore - this action cannot be undone.

Collapsible sections

You can also hide tasks from sections by collapsing them:

Collapse a section

This feature may be really useful when you want to focus on tasks from a particular section.

Followed and favorite projects

If a team member creates a new project, it will appear in the Activity view of other team members.

New projects in the Activity view

If a project is important to you and you want to stay updated about changes, you should follow it. Tap on the newly created project’s name in Activity and choose “Follow”. From now on, you will see new comments added to the tasks in this project within your Activity section. You can also easily access the followed projects directly from the sidebar on the left.

Mark the most important projects as your favorite. They will be displayed in a separate section in the sidebar (right above the followed projects list), and you will be able to access them even more easily.

All projects

Right under the “Followed projects” headline, you will see the list of all projects you follow. If you want to see the list of all projects you have access to (also the ones you don’t follow), tap the “All” button next to that headline.

See all projects you have access to

When someone mentions you in a task from a project you don’t follow, the task will show up in your Incoming. If you have push notifications enabled, you will also be notified about this task. You will also always see that task in your Activity each time new comments are added. Of course, you can unfollow the task anytime.

Grouping projects

You can also manage projects and combine them into groups. It is a helpful feature for users who have many projects and want to manage them more effectively. Please note that it’s a Premium feature, so it’s not available for Free teams.

How to Create a Project Group

Tap on the “All” button displayed next to your “Followed Projects” to see all the projects that you have access to. Once you are in that view, tap on the “Groups” tab and the “Create new group” button.

Create Project Group

Group’s Privacy

While creating a group, you can select who can see it. Team admins can choose whether they want the group to be visible to everyone or keep it private. A team member can also create a project group, but only they will see it.

Create a project group visible to everyone

Choosing Projects That Belong to Your Group

If you select the “Manage projects” option, you will be able to choose projects you want to have in that group. When you finish, click on “Create” and you will see your project group on the list.

Manage group projects

You can also add a project to several different groups. Just go to a project and hit the “…” icon next to its name, then choose “Manage”. Then tap on the “Groups” option and choose the groups for your project. Tap on “Done” to confirm, and that’s it. Your project belongs to all the groups you have checked.

Change Group’s Parameters

You can, of course, change the group’s parameters anytime you want. Just tap on the “…” icon next to the group’s name. You can manage projects added to the group, rename it, show all completed tasks, or delete it. Don’t worry - deleting a group won’t delete the projects added to it.

Edit group parameters

Please note that only the admin or the owner can modify public groups.

Joint projects

You can share projects also with other teams. If you wish to collaborate on a project with users from a different team, open the project, then hit the “…” icon next to its name. Tap on “Manage” and go to the “Share project with another team” section.

Type in the email address of another team’s owner or admin and confirm.

The project will be shared and visible to the other team once they accept the invitation on their end.

Create a Joint Project

Every project can be shared. Once a team project is shared with another team, it’s changed to a limited access project.

You can also send an invitation to a project to someone who doesn’t use Nozbe yet. They will receive an email with an activation link in it. If they follow that link, they will be able to set up a team in Nozbe and access the project.

Joint projects are available as a Nozbe Premium feature only - the team inviting must be Premium, the team accepting can be a either a Premium or a Free team.

How to clone a project

To clone a project, open the one you want to copy, tap on the three dots next to the project’s name and choose the “Clone” option.

How to clone a project

The app will copy the project’s attributes, sections, and tasks. Tasks attributes (such as due dates, tags, delegation etc.) will also be cloned.

You can choose whether you want to clone both active and completed tasks, or active tasks only. As for the comments, you can decide whether all comments, or only pinned comments should be cloned.

You will find the link to the original project in the cloned project’s description.

Please note that you will become the author of the entire copy if you clone a project, including all tasks and comments within it.

You can also clone a project to a different team. It’s a great option if you manage multiple teams and you have to set up projects for procedures with similar steps.

Just tap on “…” next to a project’s name > Clone > select team you want to clone this project to:

How to clone a project to another team

How to change a role or remove someone from a project

If you wish to remove a person from an invite-only project, tap the “…” icon next to the project’s name and choose “Manage”. Now go to the “Members” section. Hit the “>” button next to the name of a person you wish to remove.

In this view, you can change that persons' access settings in this project. Use the “Remove from Project” option. Save the changes with the “Done” button and confirm your choice by hitting the “Confirm” button.

Remove a person from project

In the same view, you can also grant someone a Manager status. A manager can change a project’s name, as well as add new users to the project or remove them from it.

How to archive a project

To archive a project, you have to end it. Open the project, then hit the “…” next to its name and choose “Manage”. Tap on the “End project” section. Confirm ending the project.

Ending a project

Your project will now be archived. Its name will be displayed as crossed out, and it will disappear from the Active projects list. It will also no longer show up on the Followed projects lists of anyone who followed it. The information about that project being ended will also show up in the Activity view of all people who has access to it.

Restoring a project

If you wish, you can restore it by going to the All Projects list. To restore a project, hit the “All” button next to the “Followed projects” section in the left panel, then hit the “…” icon. Select the “Show ended” option. Find the project you want to restore and tap on it. Now hit the “…” icon next to its name, choose “Manage” and select “Restore”. Confirm your choice.

Restoring a project

Your project and all tasks within it will be restored.

Deleting a project

You can delete a project only after ending it.

Once you end a project, hit the “…” icon next to its name again, choose “Manage” and select “Delete”. You will be asked to enter the project’s name - it’s an extra step to make sure that you’re deleting the right project.

Please note that once you remove a project, you won’t be able to retrieve it. That’s why we suggest ending your projects instead of removing them from our database.