Projects

What are Projects?

Projects are containers that group related boards and markdown pages together. They provide a workspace for organizing work around a theme, product, or initiative.

Creating a Project

1. Navigate to Projects from the top navigation
2. Click New Project
3. Fill in:
4. Title (required)
5. Description (optional)
6. Color - A color used for visual identification
7. Click Create

Adding Boards to a Project

1. Open the project detail page
2. Click Add Board to create a new board within the project
3. Alternatively, when creating a board from the Boards page, select a project to assign it to

Boards in a project appear in the project sidebar alongside pages.

Markdown Pages

Projects can contain markdown pages for notes, documentation, or planning:

Creating a Page

1. Open the project
2. Click Add Page in the sidebar
3. Enter a title and start writing in the markdown editor

Editing Pages

The page editor uses EasyMDE (a markdown editor) with:

• Toolbar for formatting (bold, italic, headings, lists, links, code)
• Live preview mode (click the eye icon)
• Auto-save every 2 seconds
• Manual save with Ctrl+S

Reader View

Click Read to switch from the editor to a rendered reader view. Click Edit to return.

Importing Markdown Files

You can import .md files as project pages:

1. Click Import Pages on the project detail page
2. Drag and drop or select one or more .md files
3. Each file becomes a separate page
4. Title is extracted from the first heading (or filename if no heading)

Sidebar Ordering

The project sidebar shows all boards and pages. To reorder:

1. Drag and drop items in the sidebar to change their order
2. The order is saved automatically

Only project owners and editors can reorder items.

Sharing & Member Management

Inviting Members via Share Link

Project owners can invite members by generating a share link:

1. Open the project management page
2. In the Members section, choose a permission level: View Only or Can Edit
3. Click Generate Link
4. Copy the link and share it with your collaborators

When someone opens the link (they must be logged in), they are automatically added to the project.

Managing Active Links

• Active share links are listed below the generate button, showing permission level and usage count
• Click Copy to copy a link to your clipboard
• Click Revoke to deactivate a link — anyone who hasn't used it yet will see an error page

Member Roles

• Editors can create boards, add/edit pages, and reorder the sidebar
• Viewers can see boards and pages but not modify them

Project owners can change a member's role or remove them from the member list.

How Permissions Work Together

Project members automatically get access to all boards within the project. If a user has access to a board through both a direct board share and a project membership, here's how it works:

• Direct board access takes priority. If someone is an editor on a specific board, a viewer-level project membership won't reduce their board access.
• Share links only upgrade, never downgrade. If an existing editor clicks a viewer invite link, their role stays as editor. If a viewer clicks an editor link, they are upgraded to editor.

Member Limits

Free accounts can have up to 3 members per project. Upgrade to Pro for up to 20.