Knowledge Base

Projects (Project Management)

This module is a standalone project-management tool with budget, milestones, a Kanban board, time tracking, and team resource planning — separate from the Asana-style Tasks module. Use it for projects where budget, utilization, and hours worked are the focus.

What can I do here?

  • Create a new project with status, priority, timeframe, and budget
  • Manage tasks within a project on a Kanban board or as a list
  • Define milestones and track their progress
  • Log work time against tasks, billable or not
  • Assign team members to a project with a role and allocated hours
  • Search, filter, and sort projects

Step by step

Create a new project

  1. Click New Project, give it a name and description.
  2. Choose status, priority, start and end date, and a planned budget.
  3. Save the project — you land directly on the project detail view.

Manage tasks in a project

  1. Open a project and switch to the Kanban or Tasks (list) tab.
  2. Use New Task to create a task with title, assignee, milestone, due date, and estimated hours.
  3. Move tasks on the Kanban board between the status columns To-do, In Progress, Review, and Done.

Log time

  1. Switch to the Time Tracking tab.
  2. Click Log Time, choose the task, the date, and the number of hours, and optionally mark it as billable.
  3. Save the entry — it immediately feeds into the "Total Hours" and "Total Cost" metrics.

Plan team resources

  1. Switch to the Team tab.
  2. Click Add Member, search for the person by user ID or email, choose a role, and enter allocated hours.
  3. The utilization overview shows allocated vs. actually logged hours per member.
Screenshot of the Projects (Project Management) pageScreenshot of the Projects (Project Management) page
View: /projects
Rebuilt excerpt of the view: /projects/:id
Rebuilt excerpt of the view: /projects/:id

Fields explained

Field Meaning Notes/Effect
Name Project name Required
Description Free-text description of the project —
Status Current project status See value list below
Priority Urgency of the project See value list below
Start date / End date Planned timeframe of the project Drives the milestone timeline
Budget Planned budget for the project Compared against actual spend (from time tracking)
Milestone Important intermediate step with its own due date Tasks can be assigned to a milestone
Estimated hours Time budgeted for a task Compared against actually logged time
Billable Whether a time entry can be invoiced to the customer Feeds into "Billable"/"Non-billable" in the time overview
Role (team) A member's function on the project team See value list below
Allocated hours Hours planned for a member on this project Basis for the utilization calculation

Values & Status

Project status

Label Meaning
Planning The project is in preparation
Active Work on the project is underway
On Hold Work is temporarily paused
Completed The project is finished
Cancelled The project was terminated early

Priority

Label Meaning
Low Low urgency
Medium Normal priority
High Handle with priority
Critical Highest urgency
Urgent Requires immediate attention

Task status (Kanban)

Label Meaning
To-do Not started yet
In Progress Currently being worked on
Review Under review
Done Completed

Milestone status

Label Meaning
Pending Not started yet
In Progress Currently being tracked
Completed Reached
Overdue Due date passed without completion

Team role

Label Meaning
Owner Carries overall responsibility for the project
Manager Manages the project operationally
Member Regular team member
Viewer Read-only access

Frequently asked questions

How is this module different from "Tasks" (/tasks)?
"Projects" focuses on budget, time tracking, and resource utilization with a fixed Kanban workflow (To-do/In Progress/Review/Done). Tasks is the more flexible, Asana-style system with multiple views, multi-homing, and automation rules. The two modules are independent of each other.

Is the budget calculated automatically from time tracking?
Budget consumption is calculated based on logged billable and non-billable hours plus recorded costs, and compared against the planned values.

What happens to time entries if I delete a project?
Deleting a project also removes its associated tasks, milestones, and time entries — so deletion should be done deliberately.