Getting Started for Project Managers

This guide helps project managers, product managers, and team leads organize work effectively. Focus on project organization, task management, and collecting stakeholder feedback.

Your Goal

Set up a system that:

Organizes multiple projects clearly
Tracks tasks through completion
Collects and manages feedback
Keeps stakeholders informed

Time Investment

About 20 minutes to set up your first project with full task tracking.

Step 1: Plan Your Project Structure

Before diving in, think about how you'll organize:

Questions to Consider

Question	Example
What are your active projects?	Website Redesign, Mobile App v2
How do you categorize tasks?	By feature, by sprint, by assignee
Who needs to give feedback?	Clients, stakeholders, users
What's your review workflow?	To Do → In Progress → Review → Done

Step 2: Create Your Projects

Set Up Your First Project

Navigate to Projects and click New Project
Fill in the details:

Field	Example
Name	Q1 Website Redesign
Description	Complete redesign of marketing site. Goals: improve conversion rate, update brand, mobile optimization

Click Create Project

Add Project Context

In project Settings:

Add Tech Stack tags for technologies involved
Write a Result Blurb for quick project summary
Set visibility (keep private for internal projects)

Step 3: Set Up Task Management

Create Your Task Board

Open your project and go to the Tasks tab
You'll see a Kanban board with default columns

Customize Task Statuses

Adjust columns to match your workflow:

Backlog — Ideas and future work
To Do — Ready to start this sprint
In Progress — Currently being worked on
Review — Awaiting approval
Done — Completed

Add Your Tasks

Break down the project into tasks:

Click + Add Task in the appropriate column
Enter a clear, actionable title:

Good: "Design mobile navigation menu"
Bad: "Navigation"

Add task details:
- Description — Requirements, acceptance criteria
- Tags — Category (design, dev, content)
- Due Date — When it needs to be done

Organize with Tags

Create consistent tags for filtering:

Tag Type	Examples
Type	feature, bug, improvement
Area	frontend, backend, design
Priority	urgent, high, medium, low

Step 4: Track Progress

Daily Workflow

Review the In Progress column — what's being worked on?
Check Review for items needing your attention
Move completed items to Done
Pull new items from To Do as capacity allows

Use the Dashboard

Your Dashboard shows:

Active tasks across all projects
Recent activity from your team
Projects with their current status

Keyboard Shortcuts

Speed up your workflow:

Action	Shortcut
Quick add task	`Cmd/Ctrl + K`
Search	`Cmd/Ctrl + /`

Step 5: Collect Feedback

Set Up a Feedback Board

Get input from stakeholders and users:

In your project, go to Feedback tab
Click Create Feedback Board
Configure:

Setting	Recommendation
Name	Stakeholder Feedback
Slug	feedback
Description	Share your thoughts on the redesign
Visibility	Public (for external) or Private (for team)

Public feedback boards have shareable URLs:

yourdomain.com/feedback/[board-slug]

Share this link with:

Clients for project input
Beta users for testing feedback
Stakeholders for review comments

Manage Incoming Feedback

Review new submissions in the Feedback tab
Categorize by type (Bug, Idea, Question)
Convert valuable feedback into tasks
Mark items as Done when addressed

Step 6: Connect GitHub (Optional)

If your project involves code, connect GitHub:

Link Repositories

Go to project Repos tab
Click Connect Repository
Select relevant repos

Benefits

See pull requests linked to your project
Track issues from GitHub
View commit activity without leaving the platform
Keep development work visible to non-technical stakeholders

Step 7: Capture Knowledge with Notes

Project Documentation

Create notes for project context:

Go to Notes in sidebar
Create notes for:

Note	Purpose
Project Brief	Goals, scope, constraints
Meeting Notes	Key decisions and action items
Technical Specs	Requirements for development
Stakeholder List	Who's involved and their roles

Link Notes to Projects

Associate notes with your project so everything stays connected.

Project Manager Checklist

Initial Setup

Project created with clear name and description
Task board set up with appropriate columns
Initial tasks added with descriptions and tags
Feedback board created (if collecting external input)
GitHub repos connected (if applicable)

Ongoing Maintenance

Tasks updated daily
Feedback reviewed weekly
Project status communicated to stakeholders
Notes updated after key meetings

Tips for Success

Keep Tasks Small

Break work into tasks that can be completed in 1-2 days. Large tasks become blockers.

Instead of: "Build user dashboard"
Try:

Design dashboard wireframe
Create dashboard API endpoint
Build dashboard UI components
Add data visualizations
Write dashboard tests

Use Consistent Naming

Establish conventions:

[Feature] Task name for features
[Bug] Issue description for bugs
[Spike] Research topic for exploration

Regular Reviews

Schedule recurring reviews:

Daily: Quick check of In Progress
Weekly: Backlog grooming, priority check
Monthly: Project retrospective

Next Steps

Tasks & Notes — Advanced task management features
Projects — File storage, AI insights, and more
Tutorial — Complete platform walkthrough

Common Questions

How do I manage multiple projects?

Use the sidebar to switch between projects. The Dashboard shows activity across all projects.

Can team members access projects?

Yes, projects are team-scoped. Team members can view and edit shared projects.

How do I export project data?

Tasks and feedback can be viewed and managed through the UI. For bulk exports, contact support.

What's the difference between tasks and feedback?

Tasks are internal work items your team tracks
Feedback is input from external stakeholders or users