Projects are… well, that’s fairly self-explanatory. However, you may also want to use the Project organizational level to group tasks related to programs, products or other major divisions of work. Within each project, you can input tasks and organize them by section. One thing I really like here is that you can toggle sections to show or hide all the tasks in that area – this makes it easy to zoom in and focus on the tasks related to one section of the project without losing sight of other things which need to be done. Even when the tasks for a particular section are hidden, a small number next to the section title lets you know how many tasks that section includes.
In addition to the Task tab which shows sections and tasks, the Project view has three other tabs: About, Activities and Attachments. On the About tab, you can input and view general information about the project, such as the target completion date and description. You can also specify who to share the project with, although you only have two options: all group members or project members only. In general, if you want to restrict access to a project, it’s probably best to create a new group to house that project. Even then, it’s a good idea to keep in mind that if you assign a task to one team member, that person will be able to see everything related to all tasks within the project.
On one hand, this simplified method of granting access is nice, since it removes the pain of getting tons of requests to be added to a particular task or project. On the flip side, this all-or-nothing approach makes it tough to invite clients and others to a project since you can’t restrict access to read-only or place finer limits on what they can see and/or change.
Also, while I like being able to organize tasks into collapsible sections, I miss the abilities of designating task dependencies and viewing tasks by team member. As a project manager, I feel these are crucial tools for resource and workflow management. Even for small projects, I like to be able to get a quick idea of what each person is doing, who they’re waiting on and how loaded their schedule is.