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Core ideas

Understand projects, epics, stories, tasks, statuses, priorities, and labels.

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A project groups work for a product, team, or client. Each piece of work inside it is a card, called an issue in the app.

Make a large goal manageable#

For a website launch, you might have an epic called “Launch the website”, a story called “Visitors can contact us”, and a task called “Write the contact form confirmation”. This keeps the reason for a small task close to the task itself.

Organize your cards#

  1. Create an Epic for a large body of work.
  2. Create a Story and choose its epic as the parent. A story describes a useful result for a user.
  3. Create a Task under the story for a concrete piece of work. You can also leave stories or tasks without a parent.
  4. Open Hierarchy from the project view menu to see the parent and child cards together.

Describe where work stands#

  1. Open a card and choose its Status. Status describes progress, such as To do, In progress, In review, or Done. Projects can have custom statuses.
  2. Set Priority to Urgent, High, Medium, Low, or No priority. Priority describes importance, not progress.
  3. Choose an Assignee, the person responsible for the card, and add Labels for subjects such as bugs or design.

Tips and common mistakes#

  • You do not need all three card types. A small project can start with tasks alone.
  • Labels belong to a project. Use consistent names so filters remain useful.
  • Moving a card to a status does not change its priority. Decide those separately.
  • A cycle groups project work for a period. A weekly commitment records what a person plans to work on. Neither replaces the card hierarchy.