Projects & Tasks

Projects let you organise work into trackable units. Team members log their hours against project tasks, giving you a clear picture of effort and cost.

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Creating a project

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Adding tasks

1. Click a project to open its detail view
2. Click Add Task
3. Set the task name, description, due date, and assign it to a team member
4. Save

Tasks are what team members log their hours against. Make sure tasks are specific enough to be meaningful in reports.

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Assigning team members

Inside a project, go to the Team section and add members. Only assigned members can log time to this project.

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Tracking task progress

The project detail page shows all tasks in a Kanban-style board with columns:

• To Do — not started
• In Progress — actively being worked on
• Done — completed

Team members update task status as they work. You can also update tasks directly as a manager.

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Monitoring project hours

From inside a project, you can see:

• Total hours logged by all team members
• Hours broken down by task
• Estimated vs. actual effort (if estimates were set)

For a full cost breakdown across all projects, go to Reports → Projects.

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Changing a project’s status

If a project wraps up or is put on hold:

1. Open the project
2. Click the status badge at the top
3. Change to Completed, On Hold, or Cancelled

Completed and inactive projects are filtered out of the default view but remain accessible under the All or Completed tabs.