How to run a project with several tasks

about 8 minutes

A project keeps related tasks together. A manager can give each task an owner and a due date, then check which tasks are complete.

Step 1 — Start a project

Open Projects. Click New project.

Projects page with New project outlined.

Step 2 — Enter the project details

Enter “Demo handbook refresh” in Title. Add a short Description. Keep You as Project lead.

New project form with the handbook title, description, lead, dates, and priority.

Step 3 — Open the first task form

Click Save. The new project page opens. Click New task in the Tasks section.

New task button on the new project page.

Step 4 — Add your review task

Fill in “Review handbook draft” as Title and “Read the draft and list the changes needed.” as Description. Set Due date to October 22, 2026. Click Save with You as Responsible person.

First task form with its title, description, due date, and You as the responsible person.

Step 5 — Assign a second task

Click New task. Fill in “Check office procedures” as Title, October 26, 2026 as Due date, and Ana Torres as Responsible person. Click Save.

Second task form assigned to Ana Torres with an October 26 due date.

Step 6 — Add the final task

Click New task. Fill in “Share revised handbook” as Title, October 30, 2026 as Due date, and Luis Vega as Responsible person. Click Save.

Third task form assigned to Luis Vega with an October 30 due date.

Step 7 — Review the project task list

Check the three tasks in the project's Tasks section. Use Who and Due to check their owners and dates.

Project task section showing all three tasks with their owners and due dates.

Step 8 — Open a task page

Click Review handbook draft. Check the task title and its Open status on the task page.

Review handbook draft task page with its title outlined and Open status below it.

Step 9 — Find the task in My tasks

Open My tasks. Find Review handbook draft and check that its Project is Demo handbook refresh.

My tasks row linking Review handbook draft to Demo handbook refresh.

Step 10 — Complete the task

Open Review handbook draft from the list. Click Mark as complete. Its status changes to Completed, and the page shows who completed it and when.

Mark as complete button on the task page.

Step 11 — Show completed work in My tasks

Return to My tasks. Select Show completed to include the finished task. Its Due cell now shows its completion date.

Completed Review handbook draft row in My tasks.

Step 12 — Check completed tasks in the project

Open Demo handbook refresh. In Tasks, select Done. The completed review task appears in this filtered list.

Project Tasks section with Done selected and the completed review task visible.

Tips

Open, Done, and All filter the project task list.
Completing one task leaves the project status Open. The project has a separate Mark as completed button.
A completed task page offers Reopen. We checked that reopening and completing the task worked.
My tasks hides completed tasks until you select Show completed.

What next

Read Checklists and tasks for the related task workflow. Use Document fields and templates to prepare a form for your project, or Write SOPs and documents for general document work.