Navigation:  Organising your workload > Using projects and folders

Projects and Folders provide you with a  powerful way to manage your tasks. They tell you about why each task is to be done. They help you decide which of your tasks is to be done right now.

 

Projects

You can group your tasks into projects. A project is a significant outcome made up of a number of tasks. For example "Decorate the Master Bedroom" could be a project. This would contain a several tasks, including things like "Buy paint". Projects remind you why each task is being done.

To add, rename or delete a project, go to the appropriate item in the Edit menu.

To assign a task to a project, set its Project property. See Task Properties.

To assign several tasks to a project all at once, select them, press F4, and choose the project. Or hold down the Ctrl key and drag them onto the project in the Filter panel.

If you rename a project, all of the tasks in that project are adjusted automatically.

If you delete a project, you are asked if you also want to delete any tasks assigned to that project. If not, they are reset to "No Project".

To see all the tasks assigned to a project, select the project in the Filter Panel.

Decide which of the tasks in your project is to be done next, and set it as the Next Action. See Selecting the next action.

You can also use projects to organize your notes. See Note Properties.

Folders

Some people prefer to organize their tasks and notes into Folders rather than Projects. If you want to do this, go to the main menu and choose View->Use Folders. Folders and Projects work in exactly the same way, and the two terms are used interchangeably.

Archiving

You can archive Folders and Projects when you have finished with them. Click on Archive in the main menu. When a project is archived, it disappears from the filter panel and the drop-down lists of projects. All tasks and notes assigned to archived projects are hidden from the Task List, although they are included in search results.