> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftsheet.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects & Tasks

> How to create projects, assign team members, manage tasks, and track progress.

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.

***

## Creating a project

<Steps>
  <Step title="Go to Projects">
    Click **Projects** in the sidebar.
  </Step>

  <Step title="Click New Project">
    A dialog opens for the project details.
  </Step>

  <Step title="Fill in the details">
    * **Name** — the display name (e.g., "Q3 Website Redesign")
    * **Code** — a short identifier used in reports (e.g., "WEB-Q3")
    * **Description** — optional context for the team
    * **Status** — start as Active
  </Step>

  <Step title="Save">
    The project appears in the grid and is immediately available for task creation and time logging.
  </Step>
</Steps>

***

## 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.

***

## Assigning team members

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

***

## 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.

***

## 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**.

***

## 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.