Projects Overview

The Projects module helps you manage projects, tasks, and team collaboration. Organize work, track progress, and deliver projects on time.

What is Projects?

The Projects module provides:

• Project Management: Create and organize projects
• Task Management: Break projects into tasks
• Task Lists: Organize tasks into sections
• Team Collaboration: Assign tasks to team members
• Progress Tracking: Monitor project and task status
• Time Tracking: Track time spent on tasks (if enabled)
• File Attachments: Attach files to projects and tasks

Key Concepts

Projects

Projects are containers for related work.

Project Information:

• Name: Project title
• Description: What the project involves
• Client: Link to CRM contact/company
• Status: Active, on hold, completed, cancelled
• Start Date: When project begins
• Due Date: Project deadline
• Budget: Project budget (optional)
• Team Members: Assigned team

Tasks

Tasks are individual work items within a project.

Task Information:

• Title: Task name
• Description: Task details
• Status: Not started, in progress, completed
• Priority: Low, medium, high
• Assignee: Who's responsible
• Due Date: Task deadline
• Task List: Which section it belongs to

Task Lists

Task lists organize tasks into sections or phases.

Common Uses:

• Phases: "Planning", "Development", "Testing"
• Categories: "Design", "Development", "Marketing"
• Sprints: "Sprint 1", "Sprint 2"
• Milestones: "Phase 1", "Phase 2"

Main Features

Project Management

• Create unlimited projects
• Set project status and dates
• Link to CRM contacts/companies
• Assign team members
• Track project progress
• Set budgets and track costs
• Archive completed projects

Task Management

• Create tasks within projects
• Organize into task lists
• Set priorities and due dates
• Assign to team members
• Track task status
• Add comments and notes
• Attach files

Collaboration

• Assign tasks to team members
• @mention team members in comments
• Receive notifications on assignments
• Comment on tasks
• Share project updates

Progress Tracking

• View project completion percentage
• See task status breakdown
• Track overdue tasks
• Monitor team workload
• Generate progress reports

Navigation

Access Projects:

• Click "Projects" in left sidebar
• Or go to /projects in browser

Projects Sections:

• Dashboard: Overview, active projects, recent tasks
• Projects List: All projects
• Project Detail: Individual project view with tasks

Common Workflows

Starting a New Project

1. Create Project: Go to Projects → New Project
2. Set Details: Name, description, client, dates
3. Add Team: Assign team members
4. Create Task Lists: Organize into phases
5. Add Tasks: Break down work into tasks
6. Assign Tasks: Distribute work to team
7. Track Progress: Monitor completion

Daily Task Management

1. View Tasks: Check assigned tasks
2. Update Status: Mark tasks in progress/complete
3. Add Comments: Update team on progress
4. Check Due Dates: Prioritize upcoming deadlines
5. Complete Tasks: Mark finished tasks complete

Project Collaboration

1. Assign Tasks: Give tasks to team members
2. @Mention: Tag team members in comments
3. Share Updates: Comment on tasks and projects
4. Review Progress: Check project dashboard
5. Celebrate Wins: Mark milestones complete

Integration with Other Modules

Projects integrate with:

• CRM: Link projects to contacts/companies
• Finance: Bill for project work (create invoices)
• Scheduling: Schedule project meetings
• Files: Attach project documents
• Email: Email project updates

Getting Started

1. Create Project: Creating Projects
2. Manage Tasks: Task Management
3. Collaborate: Project Collaboration

Tips

• Break Down Work: Divide projects into manageable tasks
• Set Clear Deadlines: Use due dates to prioritize
• Assign Ownership: Every task should have an owner
• Update Regularly: Keep task status current
• Use Task Lists: Organize tasks into logical groups
• Communicate: Use comments to keep team informed
• Track Progress: Regularly review project status

Next Steps

• Creating Projects - Set up new projects
• Task Management - Create and organize tasks
• Project Collaboration - Work with your team

Updated on: 13/03/2026