Getting Started with

Projects and Tasks

 

Create a new project

Projects are the center of everything in Infolio. If you think about it, almost anything you do in life can be called a project, some are just very small, one-step projects. Of course, Infolio is here to help managing projects larger than that, while keeping the things simple.

Once you register, you can start creating projects immediately.

 

There's no limit for how many projects you can add to your account.

We suggest to begin with a blank project or importing your existing projects from Trello.

The simplest way to start is to create a blank project. Just give it a name and click Create project.

Don't worry, if these guidelines look too simple to you, we want to start slow. But we promise, you’ll get great pieces of advice later (for example, did you know that task statuses can be treated as buckets or gates?).

 

Create your first task

You can think about projects as folders for your tasks. So, now you have a project, but it's empty, and it is the right time to hit that big plus button and get organized.

Tasks in Infolio are represented by big rectangular cards, and you'll see one, once you have clicked New task. Go ahead and type in the task title.

Most of the tasks can be explained in one sentence, and that's what you need to type in here. It can be as vague as you wish, but if you plan sharing your tasks with other people (and let's face it, most startups and even enterprises need more than one person to succeed) it's a good idea to name the task in a simple and precise manner.

After you hit "Return", the task will be created. Now you can click on it to open it full screen and add a detailed description, if need be.

 

Change the task status

Tasks are meant to be closed. You can say, it's their sole purpose in life — to be completed and crossed off.

By default, all projects in Infolio start with two statuses — Open and Closed (more on that later). To close the task you have to change its status to "Closed". There are two ways to do it.

Click the task, to open it full screen. In the top left corner, where a green Open status can be seen, click on the status and change it to Closed. Voila, it is done!

The other way is to close the task even without opening it. Just move your mouse over the task card, click on the three dots that appear on the top right, and choose the new status from the dropdown menu. There are other options too, but don't worry about them now.

 

Create a private project

By default, any project you create will be visible to everyone in your team/organization. It's not a problem, if you only manage your personal projects in Infolio. However, once your team grows and you invite someone to Infolio for collaboration, they will see all the projects you have created so far.

When creating projects, we suggest you make them private or set limited access to them for selected team members. Private projects will only be visible to you, however, you can always change this setting, when needed.

The cool thing about private projects is that you can create them for yourself even if you're not the owner of the organization. So, if someone has invited you to his or her Infolio team and shared some projects with you, you can create a new private project, if needed. And it won’t be visible even to the team admin! Enjoy!

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