Work

Comprehensive workspace for managing contracts, projects, tasks, timesheets, and project roadmaps

The Work section is designed to manage all work processes, including contracts, projects, tasks, timesheets, and project roadmaps. In this section, every employee of the company can find all the necessary information to complete tasks and monitor their progress. Let's take a closer look at the subsections:

Contracts

The Contracts section facilitates the management and organization of contractual agreements between the company and its clients.

Key Features:

• Overview Interface: Upon entering the Contracts section, users see an organized layout with the following information:

1. Duration: Filters for start and end dates.

2. Client: Dropdown for selecting the client involved in the contract.

3. Contract Type: Option to specify the nature of the contract.

• Data Table: Displays contract records, including:

1. Subject: Title of the contract.

2. Client: Name of the client.

3. Project: Associated project.

4. Amount: Financial value of the contract.

5. Start Date & End Date: Duration of the contract.

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

• Add Contract Functionality: Users can create new contracts by filling out a detailed form, including:

1. Contract Number: Unique identifier for the contract.

2. Subject: Title or description of the contract.

3. Description: Detailed information about the contract.

4. Dates: Start and end dates.

5. Contract Type: Selection of the type of contract.

6. Contract Value: Financial amount and currency.

• Client Details Section: Captures essential information about the client, including:

1. Cell and Office Phone Numbers

2. Location Details: City, State, Country, and Postal Code.

3. Alternate Address: For additional client location information.

4. Notes: Space for any relevant remarks or details.

Purpose

The Contracts section streamlines contract management, ensuring that all agreements are documented, easily accessible, and organized for efficient retrieval and management within the organization.

Projects

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.

Tasks

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

Key Features:

Overview Interface: Upon entering the Tasks section, users are presented with a structured overview that includes:

• Duration Filter: Allows selection of start and end dates for tasks.

• Status Filter: Options to filter tasks based on their current status (e.g., ongoing, completed).

• Type Filter: Categorizes tasks based on type, such as project-specific or client-related.

• Assigned Filters: Enables filtering tasks by team members assigned to them.

• Data Table: Displays task records with key details, including:

1. Code: A unique identifier for each task.

2. Task Name: The title of the task.

3. Project: The associated project.

4. Assigned To: The team member responsible for the task.

5. Start Date & Due Date: Timeline for task completion.

6. Estimated Time: The anticipated time required to complete the task.

7. Hours Logged: The actual time spent on the task.

8. Status: The current status of the task.

9. Action: Options for further actions on the task, such as view, edit, or mark as complete.

• Add Task Functionality: Users can create new tasks through a detailed form that includes:

1. Title: A descriptive title for the task.

2. Task Category: Categorization of the task.

3. Project Assignment: Selection of the project to which the task belongs.

4. Start Date & Due Date: Input fields for task timelines.

5. Assigned To: Dropdown for selecting the responsible team member.

6. Description: Space for additional details about the task.

7. Other Details: Options to set labels, milestones, and priority levels.

• Task Detail View: Upon selecting an existing task, users can view comprehensive details, including:

1. Project Information: Displays the associated project name.

2. Priority Level: Indicates the importance of the task.

3. Assigned By: The individual who assigned the task.

4. Progress Tracking: Displays the current progress percentage.

5. Timeline Information: Start date and due date for the task.

6. Hours Logged: Actual time recorded against the task.

7. Comments and History: Space for team discussions and task updates.

Purpose

The Tasks section serves as a centralized platform for managing all aspects of task workflows, enabling teams to collaborate effectively, track progress, and ensure timely completion of tasks within projects.

Timesheet

In the Timesheet subsection, employees can keep track of the time spent on tasks and projects. Features include:

• Logging work hours for specific tasks, indicating start and end times.

• Exporting timesheets for further analysis of employee efficiency.

This tool is useful for tracking work hours and generating reports on time spent on task completion.

Project Roadmap

The Project Roadmap section serves as a visual and functional tool for tracking the progress and timelines of various projects within the organization.

Key Features:

• Overview Interface: Upon entering the Project Roadmap section, users are presented with a comprehensive dashboard that includes:

1. Duration Filter: Options to select start and end dates for project timelines.

2. Status Filter: Options to filter projects based on their current status, providing quick insights into active, completed, or pending projects.

3. Progress Filter: A percentage-based filter allowing users to categorize projects according to their completion stages (e.g., 0%-20%, 21%-40%, etc.).

• Data Table: Displays project records with essential details, including:

1. Code: Unique identifier for each project.

2. Project Name: Title of the project for easy identification.

3. Members: List of team members assigned to the project, highlighting collaboration efforts.

4. Start Date: The date on which the project commenced.

5. Deadline: The target completion date for the project.

6. Client: Associated client (if applicable) for transparency and accountability.

7. Status: Current status of the project, such as active or on hold.

8. Action: Options for further actions on the project, such as viewing detailed information.

• Search Functionality: Users can quickly search for specific projects by entering relevant keywords, enhancing usability and efficiency in project management.

• Client and Department Filters: Users can filter the project list based on the client name or department, allowing for focused oversight of projects that align with specific stakeholders or organizational units.

• Progress Tracking: The interface provides a clear visual representation of project progress, facilitating quick assessments of overall project health and performance.

Purpose

The Project Roadmap section acts as a centralized platform for monitoring project timelines, resource allocation, and overall progress. It enables teams and management to ensure projects stay on track, meet deadlines, and facilitate effective communication among team members and stakeholders. This visibility fosters accountability and enhances strategic planning within the organization, supporting better decision-making and project outcomes.