Every project is a set of tools. Our aim is to give you all the tools you need to get any job done. Each tool perfoms a different job and has it's own page.

To add a tool to a project simply click the "+ Add a Tool" button when you're on a project dashboard:

When you do this you'll see the tools popup show. This is how you select tools to add. Simply click one of the tools and it will either be added stright away or ask for more details before the tool is added.

Project tools are split into 2 categories:

Core tools

These are tools that we have built into Project.co. They are native tools. This includes the following:

  • Discussion - A way to chat with everyone who is part of your project.

  • Tasks - Keep track of everything that needs to be done on a project.

  • Files - Add all the important documents to each project.

  • Note - Track notes in our powerful editor.

  • Time - Record time so you know how long has been spent on each project/task.

  • Payments - Request payment as projects progress.

  • Reference - Link to any other item within your account.

  • Resources - A list of all your links & embeds.

3rd Party tools

These tools external to Project.co. We understand that you will use many other software tools alongside Project.co. So, we want to make it easy to include these tools within your projects so everything is accessable in one place. We give you 3 ways to do this:

  • Link - Link to another web page. This will open in a new tab when clicked.

  • Embed URL - Embed anything by simply pasting a URL.

  • Embed Code - Embed anything with an embed code.

Note on embed limitations: We can only currently embed web pages that allow themselves to be embedded within iframes. See more about this here. And we don't accept embed codes withn <script> tags. But, we do plan to add support for embed codes with <script> tags in 2023.

Suggested tools

In the 'add a tool' popup we have included some of the most popular software as suggestions in the 3rd Party Tools section. To add these tools follow the instructions below:

Adobe

Click the "Share" button in one of the Adobe CC applications and create a share link. Copy the share link and paste it into the URL input in Project.co.

Airtable

Click on "Share" when you're on the board you want to share. Then click the link to copy it and paste it into the URL input in Project.co. Airtable does also provide a full embed code that you could use in the Embed Code tool but we find the link alone works great!

Box

Copy the share URL for the folder or file you want to share. Paste the URL into the URL input in Project.co. Make sure the permissions are set correctly before you finish so that the right people can access the file/folder.

Calendly

Copy the event link and paste it into the URL input in Project.co.

Dropbox

Copy the share URL for the folder or file you want to share. Paste the URL into the URL input in Project.co. Make sure the permissions are set correctly before you finish so that the right people can access the file/folder.

Figma

Click on "Share" when you're on the board you want to share. Then click "Copy Link" to copy it and paste it into the URL input in Project.co. Figma does also provide a full embed code that you could use in the Embed Code tool but we find the link alone works great!

Frame.io

Click on the 3 dots on any video and go to Share > Share for Review. Then click the link icon next to the link in the popup. This will copy the link. Paste it into the URL input in Project.co. Make sure the permissions are set correctly before you finish so that the right people can access the video review.

Github

When you're viewing a repository, copy the URL from your browser address bar and paste it into the URL input in Project.co.

Google Drive

Choose any file or folder and choose "Share". Then set the permissions correctly based on who you want to view the file and copy the link. Then paste it into the URL input in Project.co.

Google Docs

Click on "Share" when you're viewing the Google Doc. Then set the permissions correctly based on who you want to view the doc and copy the link. Then paste it into the URL input in Project.co.

Google Forms

Click on "Send" when you're viewing the form. Then in the popup choose embed and copy the embed code. Then paste it into the code input in Project.co.

Google Sheets

Click on "Share" when you're viewing the Google Sheet. Then set the permissions correctly based on who you want to view the sheet and copy the link. Then paste it into the URL input in Project.co.

Google Slides

Click on "Share" when you're viewing the Google Slide. Then set the permissions correctly based on who you want to view the slide and copy the link. Then paste it into the URL input in Project.co.

Google Maps

Open the sidebar menu and click on "Share or embed map". Then click on "Embed map" and copy the embed code. Then paste it into the code input in Project.co.

Invision

Click on "Share" when you're in the board. Then set the permissions correctly based on who you want to view the board and copy the link. Then paste it into the URL input in Project.co.

Jotform

Click on "Publish Form" and then copy the "Link to Share". Then paste it into the URL input in Project.co.

Loom

Click on "Copy Link" on the video you want to use and paste it into the URL input in Project.co. Loom does also provide a full embed code that you could use in the Embed Code tool but we find the link alone works great!

Microsoft Teams

Copy the URL for your call and paste it into the URL input in Project.co.

Miro

Click on "Share" and then in the popup click on "Get embed code" and copy the code. Paste it into the code input in Project.co. Make sure the permissions are set correctly before you finish so that the right people can access the board.

One Drive

Choose any file or folder and choose "Share". Then set the permissions correctly based on who you want to view the file and copy the link. Then paste it into the URL input in Project.co.

Typeform

When viewing the form click "Share" and then "Copy Link". Paste it into the URL input in Project.co.

Vimeo

When viewing the video copy the URL from the address bar of your browser and paste it into the URL input in Project.co. Vimeo does also provide a full embed code that you could use in the Embed Code tool but we find the link alone works great!

Vimeo Review

When viewing the video review page click on "Copy Link" and paste it into the URL input in Project.co.

Whimsical

When viewing the page click on "Share" and then click on "Embed Code". Copy the embed code and paste it into the code input in Project.co.

Wistia

When viewing the video copy the URL from the address bar of your browser and paste it into the URL input in Project.co

YouTube

When viewing the video copy the URL from the address bar of your browser and paste it into the URL input in Project.co

Ziflow

Copy the public URL for the proof and paste it into the URL input in Project.co.

Zoom

Copy the URL for your call and paste it into the URL input in Project.co.

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