Projects Both

Projects group related tasks into structured lists. Every task belongs either to a specific project or to your default Inbox.

Creating & Customizing Projects

Create a project from the sidebar or Projects page. You can customize each project with:

• Name: A descriptive title for the project.
• Color: Accent colors for visual identification across List, Board, and Calendar views.
• Icon: An icon or emoji representing the project.
• Sections: Organize tasks within the project into sequential stages or sub-categories.

Assigning Tasks

Assign a task to a project in the task detail panel, drag cards between project columns in Board view, or use the #projectname token during natural language capture (e.g. Submit report friday #Work).

Project Views & Filtering

Select any project from the navigation sidebar to focus on its tasks. You can switch between List, Board, and Calendar views while keeping your project scope active.

Sharing & Collaboration

Share projects with other TapTidy users via email invitation. You can assign one of two collaborator roles:

• Viewer: Can view tasks and notes without making changes.
• Editor: Can create, edit, reorder, and complete tasks within the project.

On web, active collaborators display real-time presence indicators when working on the same task.