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 (Customizable)

• 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:

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
2. Set their role (Manager, Member, Viewer)

Member Roles

Project Templates

Save time with templates:

Creating a Template

1. Set up a project with standard tasks

1. Name your template

Using a Template

1. Create new project

1. Choose template
2. Customize 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