Project Management

Advanced project management with Gantt charts, milestones, resource allocation, and team collaboration. Track projects from planning to completion with integrated task and meeting management for complete business context.

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Core Features

Everything you need to manage projects effectively

Project Creation & Templates

Create projects with templates, set budgets, timelines, and goals. Use pre-configured project structures for quick setup and consistency.

Gantt Chart Visualization

Interactive timeline view with task dependencies and milestones. Drag-and-drop to adjust dates, visualize project timeline, and track progress visually.

Milestone Tracking

Define and track project milestones with deadlines. Mark milestones as completed, track progress, and visualize key project phases.

Resource Management

Assign team members to projects with allocation percentages. Track workload, manage capacity, and ensure optimal resource utilization.

Task Integration

Link tasks from the To-Do Board to projects for unified tracking and progress monitoring. View all project tasks in one place.

Meeting Integration

Associate meeting notes with projects to maintain context and track project-related discussions. Link meetings to project timelines.

Case Integration

Connect support cases to projects for comprehensive issue tracking and resolution. Link cases to project milestones and tasks.

Project Dashboards

Real-time progress tracking, budget vs actual analysis, timeline visualization. View project health metrics and completion forecasts.

Budget Tracking

Set project budgets, track spending, and monitor budget utilization. Compare allocated vs spent amounts with currency support.

Analytics & Reporting

Project health metrics, completion forecasts, resource utilization reports. Export project data for executive visibility and analysis.

Key Workflows

Creating a New Project

  1. Click "Create Project" button in the header
  2. Enter project name (required) and description
  3. Select project status: Planning, Active, On Hold, Completed, or Cancelled
  4. Set priority level: Low, Medium, High, or Critical
  5. Set start date and end date for project timeline
  6. Configure budget: Allocated amount, spent amount, and currency
  7. Add tags for categorization (comma-separated)
  8. Optionally add initial milestones with names and due dates
  9. Optionally assign resources (team members) with allocation percentages
  10. Click "Save Project" to create - project appears in the list

Setting Up Milestones and Timeline

  1. Open project detail view by clicking on a project card
  2. Navigate to Milestones section
  3. Click "Add Milestone" button
  4. Enter milestone name, description, and due date
  5. Milestone is created with "pending" status
  6. As work progresses, update milestone status to "in-progress"
  7. When milestone is achieved, mark it as "completed"
  8. Project progress automatically updates based on milestone completion

Managing Resources and Assignments

  1. Open project detail view
  2. Navigate to Resources section
  3. Click "Add Resource" button
  4. Select team member from user list
  5. Set resource role (e.g., Project Manager, Developer, Designer)
  6. Set allocation percentage (0-100%) indicating time commitment
  7. Set start date and end date for resource assignment
  8. Save resource assignment - team member is now assigned to project
  9. Update or remove resources as project needs change

Using Gantt Charts for Planning

  1. Click "Gantt View" button to switch from list view to Gantt chart
  2. Gantt chart displays all tasks linked to the selected project
  3. Tasks appear as bars on the timeline with start and end dates
  4. Milestones appear as markers on the timeline
  5. Drag task bars to adjust start and end dates
  6. View task dependencies and relationships
  7. Track project progress visually with completion percentages
  8. Switch back to list view to see project cards
  9. Use filters to focus on specific projects in Gantt view

Integrating with Existing Features

  1. Link To-Do Board tasks: Open task detail, select project from dropdown, task is linked
  2. Link Meeting Notes: Open meeting note, select project, meeting is associated with project
  3. Link Cases: Open case detail, select project, case is connected to project
  4. View all linked items in project detail view
  5. Filter tasks, meetings, and cases by project for focused views
  6. Project progress automatically calculates from linked task completion
  7. Access related items directly from project dashboard
  8. Maintain complete project context across all business activities

Generating Project Reports

  1. Open project detail view
  2. Navigate to Analytics section
  3. View project progress percentage (calculated from milestones and tasks)
  4. Review task statistics: total, completed, pending, completion rate
  5. Check milestone statistics: total, completed, pending, completion rate
  6. Analyze budget utilization: allocated vs spent, remaining budget
  7. Review timeline progress and overdue status
  8. View resource allocation summary
  9. Export analytics data for reporting and presentations

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