Project Management Basics

Projects are your core workspaces in MeisterTask. You can think of each project as a virtual board where you can organize and visualize many tasks related to one specific objective, initiative, or larger goal. Projects are also the basis for sharing and collaborating with other users.

Take a look at the short tutorial video below, then read on to learn the basics of managing your next project in MeisterTask.

Add project documents

Every project has a Documents tab where you can collect the project's key documents, such as briefs, specs or meeting notes. This way, everyone on the project has the context they need in one place.

Open the Documents tab

Open a project and select the Documents tab at the top, next to Tasks. The project description is shown at the top of the tab.

Add a document

Click the Add button, or use the options shown in an empty Documents tab, to:

Link an existing Note: search for the Note or paste its link.
Create a new Note: the Note is linked to the project straight away and opens in a new tab.
Paste a link to an external document, for example a Google Doc.
Pick a file from Google Drive, OneDrive or Dropbox.
Upload a file from your computer.

Switching from the board to the Documents tab, which lists the project's documents

Open, share or remove a document

Click a row to open the document in a new tab.
Use the row menu to Copy link or Remove the document.

Who can see project documents?

All project members can see the Documents tab, external links and uploaded files.
A linked Note only shows to members who already have access to that Note. Other members don't see it in the tab at all.
Linking a Note to a project doesn't change who can open the Note.

Why can't I see all the options in the Add menu?

On Business and Enterprise plans, team admins can disable local file uploads and/or external attachments for the whole team in the team security settings. Those options then don't appear in the Add dropdown or in an empty Documents tab.

If both are disabled, you can only link existing Notes or create new ones.

Plan and monitor team workload

MeisterTask provides additional tools to help Account Admins understand and manage their team’s workload across projects.

Team Overview widget

The Team Overview widget on Home gives Account Admins a real-time snapshot of their team’s workload, including task counts and task statuses for each team member.

Workload planner

The Workload planner inside a portfolio helps Account Admins plan and allocate work across multiple projects over time with a timeline-based view of team capacity.

Explore Two Styles of Project Management

In MeisterTask, projects are divided into vertical columns called sections. How you set up these sections determines the style of project management used in your project.

The two main styles of project management used in MeisterTask are:

The Kanban method, in which tasks are moved from left to right as work progresses.
The Static Board method, in which tasks remain in a single section.

The Kanban Method

In a Kanban board, tasks typically start in the left-most section and then move through the board until they are marked as completed in the right-most section.

A project board with a section for each stage of work, Kanban style

Kanban helps you streamline processes and identify bottlenecks, making it easier to keep tasks moving efficiently.

Static Boards

In static boards, sections are used to organize tasks by type rather than workflow stage.

A project board with fixed sections and a completed task

Tasks can be marked as completed or archived when finished.

Use tags and checklists to further organize your work.

Manage Project Sections

Projects are divided into vertical columns called sections.

By default, new projects include Open, In Progress, and Done. Rename sections by double-clicking the header or change their color using the menu.