Run a project with others
A renovation, a move, a trip: a plan, a budget and the people helping, each with their own role.
A project is a goal you work toward. For a gathering (guests, tickets), organise an event instead.
- Tap Create, then Start a project.
- Say What are you working on?, What kind?, and if you like The goal, By when and Where.
- Tap Start the project.
What a project holds
- Plan: tasks with who does them and when, and milestones.
- Items and resources: what you need to buy, to hire, or we have it. Each goes from To do to Looking, Quoted, Committed and Done, with who (the store or contractor) and who paid.
- Money: Budget, Quoted, Committed and Spent are kept apart, never added together. Saving an item isn't spending; whodo holds no money.
- Polls: ask the others; each ticks what they'd take.
- Status: planning, in progress, on hold, done or cancelled.
Bring people in
Under People, choose Invite as and tap Get a link (it works once, for a week). Roles are for this project only:
- Owner: everything.
- Editor: everything but inviting, changing roles and cancelling.
- Contributor: adds tasks and suggests items and quotes. The owner or an editor decides what to commit or spend.
- Viewer: looks.
People you invite find it under Projects you're on. They see this project only.