Project notes and library

Everything the team needs to know about a project, beyond the cards themselves.

The project brief

At the top of a board, click Add a project brief and write the scope, dates, owners and anything a new team member should know. Click Save. The brief then sits at the top of the board for everyone; click it to edit.

The Library

Click Library at the top right of a board. It has two tabs, Notes and Files.

Notes

Quick, shared notes for the project, like sticky notes. Everyone on the project can see them.

• Click Take a note…, give it a title, then write. Click Save, or just click away.
• Add checkboxes turns a note into a checklist, for quick to-dos that don't need a card.
• On a note you can change its colour, pin it to the top, archive it, or delete it. Archived at the top right shows archived notes.

Files

The project's documents: plans, contracts, designs, reports.

• Click Upload or drag files onto the page. Before uploading, you can choose a segment, stamp a document date, and add notes (one per line). These are all searchable.
• Search by file name, tag or note. Filter by segment on the left, group files, or download several at once.
• The upload button at the top of the board uploads a document without opening the Library.

Files attached to a card stay on that card, and files on a ticket stay on the ticket. The Library is for the project as a whole.