Project Management

Manage projects, tasks, and team collaboration. Track progress, assign work, and organize client projects.

Overview

The Projects feature provides:

• Project creation and organization
• Task management with assignments
• Progress tracking
• Client association
• Team collaboration
• Time tracking integration

Creating a Project

1. Navigate to Projects in the sidebar
2. Click Create Project
3. Fill in project details:
   • Project Name (required)
   • Client (optional): Associate with a client
   • Description (optional)
   • Start Date (optional)
   • End Date (optional)
   • Status: Planning, In Progress, On Hold, Completed, Cancelled
4. Click Save

Project Statuses

Planning

• Project is being planned
• Not yet started
• Can add tasks and prepare

In Progress

• Active project
• Work is being done
• Tasks are being completed

On Hold

• Temporarily paused
• Can be resumed later
• Tasks remain but work stops

Completed

• Project is finished
• All work done
• Can be archived

Cancelled

• Project was cancelled
• No further work
• Can be archived

Managing Tasks

Adding Tasks

1. Open a project
2. Click Add Task
3. Fill in task details:
   • Task Name (required)
   • Description (optional)
   • Assignee (optional): Assign to team member
   • Due Date (optional)
   • Priority: Low, Medium, High
   • Status: To Do, In Progress, Done
4. Click Save

Task Statuses

• To Do: Not started
• In Progress: Currently being worked on
• Done: Completed

Assigning Tasks

• Assign tasks to team members
• Assigned users see tasks in their view
• Notifications sent on assignment
• Filter tasks by assignee

Project Views

List View

• See all projects in a table
• Filter by status, client, date
• Quick actions (edit, delete)

Board View (Kanban)

• Visual board with columns
• Drag tasks between statuses
• See project progress at a glance

Detail View

• Full project information
• All tasks listed
• Team members
• Timeline and milestones

Time Tracking Integration

Linking Timesheets

Projects integrate with timesheets:

1. When logging time, select the project
2. Time is tracked per project
3. View project time totals
4. Billable vs non-billable hours

Project Time Reports

View time spent on projects:

• Total hours per project
• Hours by team member
• Billable hours summary
• Time by task

Client Association

Linking to Clients

Associate projects with clients:

• Filter projects by client
• Client sees their projects
• Invoices can reference projects
• Track client project history

Team Collaboration

Team Members

Add team members to projects:

1. Open project
2. Click Add Team Member
3. Select employee
4. Assign role (optional)

Project Updates

• Add updates and notes
• Team members can comment
• Track project changes
• Communication history

Project Templates

Create project templates for:

• Common project types
• Standard task lists
• Reusable structures
• Faster project setup

Best Practices

• Clear naming: Use descriptive project names
• Set milestones: Break projects into phases
• Regular updates: Keep status current
• Assign clearly: Make sure tasks have owners
• Track time: Log all project time
• Link to clients: Associate with clients for context

Project Reports

View project analytics:

• Projects by status
• Time spent per project
• Completion rates
• Team workload
• Client project history

Next Steps

• Track time on projects
• Create invoices from project work
• Manage team assignments
• View reports for project insights