Frequently Asked Questions

  1. What is 

  2. is a versatile Work OS that powers teams to organize, structure, and streamline all programs, projects, and processes with confidence. Through, you can use building blocks – such as boards, views, charts, automations, and integrations - to create custom workflow apps to run processes, projects and everyday work. 

  1. Why should I use

  2. is the most versatile project management software you’ll find on the market. You can use the platform to manage all of your projects, and also use it as a CRM, to manage your ad campaigns, track bugs, and manage video production. We’ve found teams use it for just about anything: from teachers planning their lessons to engineers building airplanes.

  1. Can I change my plan?

  2. You can make changes to your plan at any time by changing your plan type and adding/removing users (note that post the refund period, we offer no refunds for downgrades). To change your plan, simply go into the admin section, and click on the billing option. From there, click on "change plan," pick your desired plan, and enjoy!


  1. What does integrate with?

  2. allows you to seamlessly integrate all of your favorite tools. You can aggregate data from multiple apps into, and centralize all your team’s work in one place. Some notable integrations include Slack, Google Suite,  Mailchimp, Zoom, Salesforce, Microsoft Teams, Excel and many more.
    Read more about integrations


  1. Does support subtasks?

  2. supports subtasks by breaking down items created within boards into smaller items. Users can create multiple sub-items, organized by different verticals, all while housed under a single item. You will be able to assign sub-item owners, deadlines, due dates, and more, so everyone knows exactly how they can contribute to their team’s goals.
    Read more about subtasks

  1. Is HIPAA compliant?

  2. Yes, complies with the Health Insurance Portability and Accountability Act (HIPAA).
    Read more about and HIPAA

  1. How long is trial?

  2.’s trial is for a period of 14 days. Once your trial expires, you may purchase a subscription. View all the different plans here.


  1. Can I import an excel document into

  2. You can transform all of the data from your Excel spreadsheet into a board! When importing your Excel data into your board, first click your profile picture and select "import data." You can then choose to either drag and drop any of your Excel files into the pop-up in the center of the screen, or you can click to browse your documents and select your spreadsheet of choice.
    Read more about Excel exporting and importing


  1. Does offer templates?

  2. You can utilize your own boards as templates from your account. There are a number of templates that you can choose from as well as customize your own!
    Read more about’s templates


  1. Does have a Gantt chart?

  2. offers its own version of a Gantt chart, referred to as the "timeline view." Using the timeline view, you can manage your team's workload in a visual and intuitive way.
    Read more about the timeline view


  1. Is free for students?

  2. has a free student program which offers great opportunities for many students and student organizations worldwide. University/college students, student organizations, fraternities, and sororities can all join the student program here.


  1. What are dashboards?

  2. Dashboards are here to facilitate your workflow, and make sure you stay up-to-date on what's happening in multiple boards. Create summaries, reports, and get a high-level view of everything that is important to you! Select and organize groups from multiple boards in one dashboard. Centralize your data in one workspace, and use our widgets to have all the tools and information you need in one view.
    Read more about the dashboards


  1. Can I integrate my email with

  2. You can integrate your email with! Transform any email from your Google or Outlook account into action items, to keep everyone aligned!


  1. Which plan is right for me?

  2. Each organization is unique and requires specific features to support its workflows and projects. For this reason, we offer a 14-day free pro trial. Here, you can check out different features, and make an informed decision (with no credit card required!) If you need more assistance in choosing the right plan for you, please reach out to our support team -


  1. Does have automations? 

  2. Yes, supports automations. Automations are combinations of triggers and actions, in which you customize to suit your exact needs. Let’s walk through an easy example: when {status} is {something}, {notify} {someone} {every time period}.
    Read more about automation