Project Management

Features

  1. Create Project: Add a new project by providing the required details (Go to Project -> New project)

  2. My Tasks: The tasks assigned for the particular user will be viewed in this page when they login.

  3. Reports: The project report is listed based on time logs.

  4. Project Category: Category for project is added by clicking the add category button.

Adding a Project

To add a new project, follow the steps given below

Step 1: Go to Projects Tab and click the New Project button.
Step 2: Enter the required details.
Step 3: Click the Save button.

Adding Tasks for a Project

Once the project is created, you can add a task for that project.

Step 1: In the Projects Dashboard, click the Actions dropdown button present next to each Project name.
Step 2: Select the tasks option in the dropdown, it will take you to the Tasks tab.
Step 3: Click the Add button to add a task to that project.

Adding Time Log for a Task

Next to the tasks tab, there is Time Log tab. Here you can add time log for each task

Step 1: Go to Time Logs Tab and click the Add button.
Step 2: Enter the required details.
Step 3: Click the Save button.

Adding Documents for a Project

Any documents or notes relevant to the project can be added.

Step 1: Go to Documents & Notes Tab and click the Add button.
Step 2: Enter a suitable heading and upload the required file.
Step 3: Click the Save button.

NOTE: If you want to restrict the visibility to other users, you can enable the “Is Private” checkbox.

Creating Invoices for a Project

Invoices can be created for project based on tasks done for that project.

Step 1: Go to Invoices Tab and click the Add button.
Step 2: Enter the required details.
Step 3: Click the Save button.

Project Settings

Enabling the permission for adding Time log, Invoices, Documents for project can be set in Settings Tab.

Updating

Follow the same update steps as for other modules. Link