Skip to main content

Introduction

This manual describes the functionalities available in Midla Projects and serves as a guide for managing, planning, and tracking projects within the system.

What is the Projects module?

The Projects module allows planning, organizing, and tracking projects, tasks, and activities within a single platform.

System Objective

The objective of the Projects module is to optimize project management through the organization of tasks, resources, and execution times.

This improves team coordination, facilitates activity tracking, and maintains control over the overall progress of each project.

System Navigation

Projects

The Projects section allows creating, organizing, and managing projects within the system.

project

Figure 1. Main interface of the Projects section

From this section it is possible to:

Register new projects

Allows creating and registering new projects within the system.

View active or archived projects

Makes it easier to review ongoing or archived projects for tracking or recovery.

Manage assignees and statuses

Allows assigning responsible users and updating each project’s status according to its progress.

Organize projects through Kanban or Table view

Facilitates project visualization and organization according to management needs.

Tasks

The Tasks section allows viewing and managing tasks associated with projects.

Tasks

Figure 2. Main interface of the Tasks section

From this section it is possible to:

Consult registered tasks

Allows viewing all tasks created across the different projects.

View tasks assigned to the user

Facilitates reviewing tasks assigned to the current user for better tracking.

Consult open, private, or closed tasks

Allows organizing and reviewing tasks according to their status or visibility.

Edit existing task information

Makes it easier to update task data, assignees, or configurations.

Delete tasks when necessary

Allows removing tasks that are no longer part of the active workflow.

Monitor progress, time, and deadlines

Helps track progress, logged hours, and due dates for each task.

Timesheets

The Timesheets section allows viewing and managing time records associated with tasks and projects.

timesheet

Figure 3. Main interface of the Timesheets section

From this section it is possible to:

Consult all logged hours

Allows viewing all time records entered into the system.

View personal hours

Allows consulting only the records associated with the current user through the My Timesheets view.

Search specific records

Makes it easier to locate time records through keywords or related information.

Filter and group information

Allows organizing records according to different consultation criteria.

Track time spent

Helps monitor time invested in tasks and projects.

Configurations

The Configurations section gathers complementary settings for project management.

configuration

Figure 4. Main interface of the Configurations section

From this section it is possible to:

Manage tags

Allows creating and managing tags to classify and organize projects and tasks within the system.

Configure activity plans

Facilitates creating and managing predefined activity plans to automate follow-ups and recurring processes.

tip

This section provides a general overview of how the Midla Projects module works. To explore each area, its tools, and workflows in depth, continue with the following sections of the documentation.