Projects

Manage projects, tasks, milestones, and team collaboration.

Overview

The Projects module provides:

• Project planning and tracking
• Task management with Kanban boards
• Milestone tracking
• Time tracking per project
• Team collaboration

Project Dashboard

The dashboard shows:

• Active projects overview
• Tasks due soon
• Running time entries
• Project health metrics
• Recent activity

Creating a Project

1. Enter project details:

• Project name
• Description

• Start and target end date
• Project manager
• Status

Project Status

Project Board

Kanban View

1. Open a project

1. View tasks in columns by status
2. Drag tasks between columns
3. Click task to view details

Task Columns (Customisable)

• To Do
• In Progress
• Review
• Done

Filtering Tasks

Filter the board by:

• Assignee
• Priority
• Due date
• Tags

Tasks

Creating a Task

1. Open project board

1. Enter task details:

• Task title
• Description
• Assignee
• Due date
• Priority
• Estimated time

Task Details

Each task includes:

Task statuses belong to the project, not to the whole business, so different projects can run different workflows. New tasks are appended to the bottom of their group rather than jumping to the top of a status column, and dragging a row can move it between groups.

Creating a task no longer auto-assigns it to you. Being an assignee is enough to act on a task - you don't need broader project permissions to move or update your own work.

Subtasks

Break down tasks into smaller items:

1. Open task detail
2. Scroll to Subtasks section
3. Add subtask items
4. Check off when complete

Task Comments

Collaborate with your team:

1. Open task detail
2. Scroll to Comments
3. Add your comment
4. @mention team members
5. Attach files if needed

Task Assignment

Assign tasks to team members:

1. Open task detail
2. Click assignee field
3. Select team member
4. They receive notification

Milestones

Creating Milestones

1. Open project

1. Enter:

• Milestone name
• Target date
• Description

1. Link related tasks

Tracking Milestones

• View all milestones in timeline
• See completion percentage
• Track tasks per milestone
• Get alerts for upcoming deadlines

Time Tracking

Starting a Timer

1. Select project and task
2. Timer runs in background

Manual Time Entry

1. Go to project or task

1. Enter:

• Date
• Start and end time
• Or duration directly
• Notes/description

Viewing Time Reports

1. Filter by:

• Date range
• Project
• Team member

Team Members

Adding Team Members

1. Open project

1. Select people from organisation - the picker shows all employees, not only those who already have project access
2. Set their role (Manager, Member, Viewer)

Assigning someone to a project grants them access to it, so you don't have to add the member and then separately grant permission.

Member Roles

Organising Projects

Project Templates

Save time with templates:

Creating a Template

1. Set up a project with standard tasks

1. Name your template

Templates now hold the same task detail as a real project - assignees by template role, status, budget and task dependencies - and template tasks can be edited inline rather than only at creation.

Using a Template

1. Create new project

1. Choose template - you can drop the new project straight into a folder
2. Template roles are turned into real project members
3. Customise as needed

Reports

Project data also feeds the organisation-wide Reports & Analytics module, where you can build custom reports across projects, tasks, and time.

Available Reports

Exporting

Export project data to:

• CSV/Excel
• PDF reports
• Integration with invoicing

Tips

• Break large tasks into subtasks
• Set realistic due dates
• Use the Kanban board for daily standups
• Track time consistently for accurate billing
• Review milestones weekly
• Archive completed projects to keep workspace clean