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  1. Platform Overview
  2. Projects (Work)

Projects

PreviousProjects (Work)NextTasks

Last updated 5 months ago

The Projects section is designed for efficient management and tracking of various projects within the organization.

Key Features:

  • Overview Interface: Upon entering the Projects section, users are presented with:

  1. Duration Filter: Allows selection of start and end dates for projects.

  2. Status Filter: Options to filter projects based on their current status.

  3. Progress Filter: View projects categorized by their progress percentage (0%-20%, 21%-40%, etc.).

  • Data Table: Displays project records with key details:

  1. Code: Unique identifier for each project.

  2. Project Name: Title of the project.

  3. Members: Team members assigned to the project.

  4. Start Date & Deadline: Timeline for project completion.

  5. Client: Associated client (if any).

  6. Status: Current status of the project.

  7. Action: Options for further actions on the project (e.g., view, edit).

  • Add Project Functionality: Users can create new projects through a detailed form, including:

  1. Short Code: Unique identifier for the project.

  2. Project Name: Descriptive title for the project.

  3. Start Date & Deadline: Selection of project timeline.

  4. Project Category: Type of project being created.

  5. Department: Dropdown for selecting the responsible department.

  6. Client Details: Input for client assignment.

  7. Project Summary & Notes: Space for additional project information.

  • Project Settings: Options to enable or disable:

  1. Public Gantt Chart: For sharing project timelines publicly.

  2. Public Task Board: For displaying project tasks publicly.

  3. Admin Approval for Tasks: Ensures that tasks require admin or project admin approval.

  • Project Detail View: Upon selecting an existing project, users see a comprehensive overview, including:

  1. Progress Tracking: Displays current progress percentage.

  2. Timeline: Start date and deadline information.

  3. Team Members: List of individuals assigned to the project.

  4. Project Statistics: Financial overview including project budget, hours logged, earnings, expenses, and profit.

  5. Tabs for Overview, Members, Files, Milestones, Tasks, Discussions, and More: Facilitates easy navigation and access to detailed project information.

Purpose

The Projects section serves as a central hub for managing all aspects of project workflows, enabling teams to collaborate efficiently, track progress, and ensure timely completion of projects within the organization.