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# Projects Overview

# 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](https://help.swellsystem.com/en/article/creating-projects-1ejrx65/)
2. **Manage Tasks**: [Task Management](https://help.swellsystem.com/en/article/task-management-q9xyum/)
3. **Collaborate**: [Project Collaboration](https://help.swellsystem.com/en/article/project-collaboration-1gcyk75/)

## 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](https://help.swellsystem.com/en/article/creating-projects-1ejrx65/) - Set up new projects
- [Task Management](https://help.swellsystem.com/en/article/task-management-q9xyum/) - Create and organize tasks
- [Project Collaboration](https://help.swellsystem.com/en/article/project-collaboration-1gcyk75/) - Work with your team