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Projects

What is a project?

A project is a workspace for organizing tasks, assignees, and timeframes around a specific objective.

Projects bring planning and activity tracking together in one place.

In this guide​

Access and browse projects​

Go to Projects → Projects to open the list of registered projects.

Projects list

Figure 1. Projects list

Display formats​

Use the selector in the upper-right corner of the list to switch between Kanban and Table views.

Kanban view​

The Kanban view displays projects as cards organized by the selected status or grouping.

Projects in Kanban view

Figure 2. Kanban view

The Kanban view includes these tools:

  • Group By: groups projects according to the available criteria.
  • Card Fields: configures the information shown on each card.
  • Cards per Column: sets the number of visible cards in each column.

Table view​

The Table view displays detailed information for each project in rows and columns.

Projects in Table view

Figure 3. Table view

The Table view includes these tools:

  • Group By: groups projects according to the available criteria.
  • Search: locates registered projects.
  • Filters: displays projects that meet the selected conditions.
  • Column Manager: configures the visible columns.
  • Sort: orders projects by the available fields.

List views​

The list also includes quick views for finding projects.

Project list views

Figure 4. List views

  • All: displays all active projects.
  • My Projects: displays projects assigned to the current user.
  • My Favorites: displays projects marked as favorites.
  • Unassigned: displays projects without assignees.
  • Archived: displays archived projects.

Use the Action Group (⋮) menu in the upper-right corner of a view to access its customization options. Reset restores the default view configuration.

Create a project​

  1. Go to Projects → Projects.
  2. Select New Project.
  3. Complete the creation form.
  4. Select Create to save the project.
Project creation form

Figure 5. Project creation form

General​

The General section contains the project's main information:

  • Name: defines the project name.
  • Description: provides a general or detailed description.

Settings​

The Settings section defines the project's configuration:

  • Visibility: controls who can see the project:
    • Private: visible to the assignee, creator, and followers.
    • Internal: visible to internal users.
    • Public: visible to internal users and portal users.
  • Allow Timesheets: enables tracking time worked on project tasks.
  • Allow Milestones: enables milestone management within the project.
Additional project settings

Figure 6. Additional project settings

Additional Information​

Use Additional Information to enter details for planning and managing the project:

  • Project Manager: assigns the person primarily responsible for the project.
  • Customer: links a customer to the project.
  • Start Date: sets the start date.
  • End Date: sets the end date.
  • Allocated Hours: sets the estimated number of hours for the project.
  • Tags: classifies the project with tags.
  • Company: links the project to a company.

Creation actions​

  • Create: saves the project.
  • Create and Create Another: saves the current project and opens a form for a new one.
  • Cancel: closes the form and returns to the projects list.

View a project and configure task stages​

Select a project card or use its Action Group (⋮) menu to access the available actions. Select View to open the project's details.

The project view includes its registered information, settings, assigned users, tasks, and tracked time.

Sections in the project view

Figure 7. Sections in the project view

The project view includes:

  • Overview: displays general project information.
  • Tasks: opens the tasks associated with the project.
  • Milestones: opens the milestones associated with the project.

Task Stages​

Task Stages defines the workflow used by the project's tasks. Configure the stages before starting to work with tasks.

Project task stages

Figure 8. Task stages

Available tools include:

  • Reorder: changes the order of stages manually.
  • Add Stage: creates a stage for project tasks.
  • Examples: loads predefined stage examples.
  • Search: locates registered stages.
  • Column Manager: configures the visible columns.

Manage tasks​

Once task stages are configured, open Tasks within the project to create, view, and manage its tasks.

Tasks within a project

Figure 9. Task management

note

Tasks are created from the Tasks section within the project view.

Task list​

Use the selector in the upper-right corner to display tasks in Kanban or Table format.

The task list provides these views:

  • All: all tasks registered within the project.
  • Open Tasks: tasks that are currently open.
  • My Tasks: tasks assigned to the current user.
  • Unassigned Tasks: tasks without assigned users.
  • Closed Tasks: completed tasks.
  • My Favorites: tasks marked as favorites.
  • Archived Tasks: tasks removed from the main list.

The Action Group (⋮) menu provides options to customize the views.

Create a task​

  1. Go to Projects → Projects.
  2. Open the corresponding project.
  3. Select Tasks.
  4. Select New Task.
  5. Complete the creation form.
  6. Select Create to save the task.
Task creation form

Figure 10. Task creation form

General​

The General section contains the task's main information:

  • Title: defines the task name.
  • Status: sets the task's current status in the workflow.
  • Priority: assigns a priority level.
  • Tags: classifies the task with tags.

Settings​

The Settings section connects the task with other project information:

  • Project: displays the project to which the task belongs.
  • Milestone: links the task to a project milestone.
  • Customer: associates a customer with the task.
  • Assignees: assigns users responsible for the task.
  • Deadline: sets a deadline.
  • Allocated Hours: sets the estimated working time.
Task settings and description

Figure 11. Additional task information

Description​

Use Description to record notes and other relevant details about the task.

Creation actions​

  • Create: saves the task.
  • Create and Create Another: saves the current task and opens a form for a new one.
  • Cancel: closes the form and returns to the task list.

View a task​

Select a task directly or use its Action Group (⋮) menu. Select View to open its details.

Task detail view

Figure 12. Task view

Task stages​

The task view allows you to review and update its status.

Task status stages

Figure 13. Task stages

note

When you update a task's status, its card moves to the corresponding column in the Kanban view.

Available sections​

  • View: displays the task's general information.
  • Timesheets: records and displays time worked on the task.
  • Subtasks: creates and manages subtasks associated with the task.
Available sections in the task view

Figure 14. Available task sections

Record time on a task​

Open Timesheets within the task to register time worked.

Timesheets within a task

Figure 15. Task timesheets

The timesheet fields are:

  • Date: the date of the work.
  • Employee: the user responsible for the record.
  • Description: a description of the work performed.
  • Time Spent: the amount of time worked.

Manage subtasks​

Open Subtasks to divide a task into more specific activities.

Subtasks within a task

Figure 16. Subtasks

note

The subtask creation form has the same structure, sections, and fields as the main task creation form.

Edit or delete a task​

Select Edit to open a form containing the task's current information and make changes.

Select Delete to remove a task from the main list. The task remains available under Archived Tasks, where you can:

  • Restore it to the main list.
  • Delete Permanently to remove it from the system.
warning

A task removed with Delete Permanently cannot be restored.

Manage milestones​

Milestones represent important events, objectives, deliveries, or dates within a project. Open Milestones in the project view to see and manage them.

note

The Milestones section is available when Allow Milestones has been enabled during project creation or editing.

Milestones within a project

Figure 17. Milestones

Create a milestone​

  1. Open Milestones within the project.
  2. Select New Milestone.
  3. Enter the milestone information.
  4. Select Create.
Milestone creation form

Figure 18. Milestone creation form

The form contains:

  • Name: defines the milestone name.
  • Deadline: sets its deadline.

Available actions are:

  • Create: saves the milestone.
  • Create and Create Another: saves the current milestone and opens a form for a new one.
  • Cancel: closes the form and returns to the list.

View and update a milestone​

Select a milestone to view its information or access its available actions.

Milestone record

Figure 19. Milestone record

  • Completed: marks the milestone as finished. The Completed On field automatically records the completion date and time, and the list identifies the milestone as completed.
  • Edit: opens the milestone's current information so you can make changes.
  • Delete: removes the milestone from the project.
warning

Once deleted, a milestone is no longer available within the project.

Edit or delete a project​

Select Edit to open the project's current information and make changes.

Select Delete to move the project to Archived and remove it from the main list. In Archived, you can:

  • Restore the project to the main list.
  • Delete Permanently to remove it from the system.
warning

If you select Delete Permanently, the project and its associated Tasks, Subtasks, Timesheets, and Milestones cannot be recovered.