Project and task management

Screenshot of project and task management

A project consists of tasks, phases, people and planning. Projects can be either in active or archived state and these can be created only for active and existing clients.

Tasks

Task means any specific activities within the project, it has at least title and description. To track the progress of task completion, estimated hours and hourly price should be also defined.

Task lifecycle:

  • new - a new task is inserted, but it is not assigned to any employee yet;
  • assigned - task is assigned to at least one employee;
  • done - employee has marked task "done". The time of completion is the last calendar event connected to this task (it is important for reporting);
  • postponed - task is done and ready for invoicing, but for some reason it was postponed to the next invoice. This task will be automatically proposed during generation of the next invoice;
  • deleted - task has been deleted after completion. It will be removed from reporting and other related sections.
  • invoiced - time spent on task has been invoiced.

Phases

Phases of the project allow dividing tasks into shorter time periods, tasks can be sorted and dragged and dropped between phases. Phase must have at least title, start and end dates.

People

Only project members can give time input through their weekly calendar events.

Planning

Planning allows you to schedule task as assignments between project members. The view is similar to weekly calendar and if the phase of tasks matches current week dates, it will be displayed next to calendar. You can drag and drop tasks to employee's day slots, which means these tasks will be shown in their home weekly calendar on this date.

Summary - why is it important?

  • you have clear overview of project progress and employee's assignments;
  • tasks can be imported from price estimate rows;
  • projects can be searched and sorted;
  • task has clear lifecycle and you can get overview how many task hours actually get invoiced.