Rollout organizes work with four building blocks: Projects group related work, Tasks track individual items, Cycles time-box execution, and Teams group people for ownership and sharing.
Status: Alpha (features may change).
Projects
Projects group related tasks and workflows under a single umbrella.
Creating projects
- Open Projects from the sidebar
- Click New Project
- Enter a name; optionally set status, priority, dates, and a parent project
- Click Create project
Project fields
| Field | Description |
|---|---|
| Name | Required. Displayed in lists and navigation |
| Key |
Short uppercase code (2-5 letters or digits) that numbers the project’s tasks, e.g. MKT-42. Generated from the name; editable on the project page. Changing it breaks existing KEY-N references |
| Description | Rich text description |
| Status | Planning, Active, On Hold, Completed, Cancelled |
| Priority | Low, Medium, High, Critical |
| Owner | The member accountable for the project |
| Team | Optional team association |
| Labels | Tags shared across the workspace (see Labels below) |
| Start Date | When work begins |
| Target Date | When work should complete. Must be on or after the start date |
| Custom fields | Workspace-defined fields, configured in Settings > Data model > Field sets |
Projects can be archived. Archived projects keep their data and can be restored.
Project views and features
- Table view with inline editing (status, priority, start and due dates)
- Timeline view based on start and target dates
- Grouping by status, team, owner, or target month
- Hierarchy via parent/child projects; the overview lists sub-projects
- Filtering by status, priority, team, owner, parent project, labels, custom fields, and search
- Saved views to keep a filter, column, and layout setup as a named tab
- Sidebar with project details, linked records, attachments, and workflow runs
The project page has an overview tab (description, task breakdown, milestones, sub-projects, activity) and a tasks tab with the project’s task list.
Tasks
Tasks track individual work items with configurable statuses and types. They support hierarchy, links, labels, and rich descriptions.
Creating tasks
- Open Tasks from the sidebar
- Click Add Task
- Enter a title and configure fields
- Click Create task
Each task gets a reference like MKT-12 (from its project’s key) or TASK-12 when it has no project.
Task fields
| Field | Description |
|---|---|
| Title | Required. The task name |
| Description | Rich text description |
| Status | Configurable per workspace (see Task configuration below) |
| Type | Configurable per workspace, e.g. Feature, Bug |
| Priority | Lowest, Low, Medium (default), High, Highest |
| Assignee | Team member responsible |
| Project | Optional project association |
| Milestone | Optional milestone within the selected project |
| Cycle | Optional cycle assignment (when cycles are enabled) |
| Parent | Create sub-task hierarchies |
| Labels | Tags shared across the workspace |
| Start date | When work begins |
| Due date | Deadline for completion. Must be on or after the start date |
| Estimate | Time estimate in hours |
| Custom fields | Workspace-defined fields, configured in Settings > Data model > Field sets |
Views
- Table - Default list view with inline editing and configurable columns
- Board - Kanban board with one column per status, with optional swimlanes (assignee, priority, project)
- Timeline - Gantt-style view based on start and due dates; tasks without dates appear in an unscheduled section
- Calendar - Month, week, or day grid, placing tasks by due date or start date
Switch views and adjust grouping, sorting, columns, and swimlanes from the Display menu.
Filtering and views
Use the query bar above the list to add filters, or open the Filter menu. Available filters include status, assignee, priority, type, project, milestone, cycle, parent, team, labels, due/start/created/updated dates, attachments, archived state, custom fields, and keyword search.
The default view shows open tasks: statuses in the Completed or Canceled category are filtered out. Adjust the Status filter to see finished work.
Save the current setup (filters, view mode, grouping, columns) as a saved view. Saved views appear as tabs on the page and under Tasks in the sidebar, and can stay personal or be shared with a team or the whole workspace.
Grouping and hierarchy
In table view, group tasks by project, milestone, cycle, parent, status, assignee, priority, or type. Toggle Sub-tasks in the Display menu to switch between a flat list and the parent/child tree.
Links
Link tasks to other records from the Linked section in the task sidebar. Relationship types include related to, depends on / blocks, duplicates, contributes to, tracks, and references.
Bulk operations
Select multiple tasks to act on them together:
- Change Status
- Move to Cycle (when cycles are enabled)
- Delete
Task configuration
Workspace admins manage statuses and types under Settings > Task configuration:
- Statuses carry a name, color, and category (Backlog, Unstarted, Started, Completed, Canceled). Categories drive filtering and progress counts. New workspaces start with To Do, In Progress, In Review, Done, and Cancelled. One active status is the default for new tasks; inactive statuses are hidden from pickers.
- Task types carry a name, icon, and color.
Labels
Labels are workspace-wide tags for projects, tasks, workflows, documents, and other records. Apply them from the Labels section in a record’s details, and filter task, project, document, and objective lists by label.
Workspace admins manage labels under Settings > Data model > Labels:
- Each label has a name, color, and optional description.
- A label can apply to any record type or be scoped to one type.
- Label groups make their labels mutually exclusive — a record can carry only one label from a group (useful for tiers, stages, or sizes).
Troubleshooting
Cannot set a milestone on a task
- Assign the task to a project first; milestones belong to a project.
Cannot find a task that was finished
- The default task view shows open statuses only. Adjust the Status filter to include completed or cancelled statuses.
A status is missing from pickers
- Check Settings > Task configuration > Statuses and confirm the status is active.
A team member cannot see shared work
- Confirm they are a member of the team and their membership is Active, not Pending.
Task references stopped resolving
-
Changing a project’s key breaks existing
KEY-Nreferences in tasks, mentions, and bookmarks.