Projects
Everything you need to know to manage your projects
What is the Projects section?Create and manage projects efficiently
Project GlossaryThe Projects section from A to Z
Create a projectCreate projects for your team to work collaboratively, meeting the established objectives
General configuration, members and roles of your projectConfigure the name, status, dates, privacy, etc., of the project, and create and assign the members that participate in it
Types of templates available in ProjectsChoose the template that best suits your way of working
Duplicate, archive and delete projects
The summary and the type of view of your projectsChoose and customize the ideal view for your projects
WorkloadSee the workload of your team members
Manage discussions in projectsCreate and participate in discussion forums for any topic related to your projects
Import your projects using ExcelTransfer your projects to Holded from an Excel file and access them directly from the platform
Import and export your projectsImport your projects from Excel and Trello, or export your list of projects
Notes, files, and lists in your projectsAdd to your projects reminder notes, files in the format you prefer, or lists with which to classify your tasks
Project tasksPlan and track project progress, assign responsibilities and resources, and define deadlines
Create project tasksCreate tasks and start planning and tracking the progress of specific projects
Project task managementArchive, delete, and transfer list or project tasks
Project sub-task managementCreate, edit, reorder, complete or delete subtasks
Actions from the task listPersonalize, filter and segment, and perform bulk actions on your task list
Project task types and statusesCreate, edit, delete and configure statuses and types of tasks for your projects