> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/web-version/markdown/task-management/project-management.md).

# Project Management

A project is a folder containing various sub-tasks. You can create projects for departments or for managing major tasks for yourself to make it easier to manage and track progress.

Examples: Business department plan, Marketing department plan, Employee schedules, etc.

## 1. Project Permissions

To create and manage projects on the system, you need to be granted permissions for the Task Management feature.

<figure><img src="/files/FPUrQqfvOBtIy4yi0s7d" alt=""><figcaption></figcaption></figure>

## 2. Creating a Project

Navigate to the system -> Work -> Projects -> Create New Project.

<figure><img src="/files/i5elcRX9EVUwtNENo7MP" alt=""><figcaption></figcaption></figure>

The screen for creating a new project includes the following fields:

<figure><img src="/files/Fx5vsHHAL5Z4wUO3HUHi" alt=""><figcaption></figcaption></figure>

Project Name and Code: Enter the project’s name and code.

Project Timeline: Define the start and end dates for the project.

Project Description: Specify the tasks involved in the project.

Project Owner: The person responsible for executing and overseeing the project. This person can edit, delete, add people to the project, and lock the project.

Project Participants: People who can view and add individuals to the project, receive notifications about tasks in this project, and add related tasks.

Attached Documents: Upload any documents related to the project.

Once you have completed all the information, double-check it and click Create New.

## 3. Organizing Projects

To organize projects, you need to create folders to classify projects by department, project type, project status, etc.

For example:

Folder: Sales Department containing projects like Market Research, Customer Appointment Scheduling, etc.

Navigate to Work -> Projects -> Create New Folder.

<figure><img src="/files/uuQx6BnmUBiedo3bxSyR" alt=""><figcaption></figcaption></figure>

You can organize projects by dragging and dropping them into the appropriate folders.

<figure><img src="/files/HdbDZyxQAhqaT03ks3Oj" alt=""><figcaption></figcaption></figure>

The Dashboard Interface will display folders and projects in an organized list.

<figure><img src="/files/BxVLp4oR9c8RiVZtBfWa" alt=""><figcaption></figcaption></figure>

## 4. Editing a Project

Click on the details of a project -> Select Project Info -> Click the three dots -> Choose Edit Project.

<figure><img src="/files/Pg0I2meKokiLX5PcETBy" alt=""><figcaption></figcaption></figure>

Note:\
The Project Owner has the right to delete, edit, and lock the project.

## 5. Deleting a Project

Click on the details of a project -> Select Project Info -> Click the three dots -> Choose Delete Project.

<figure><img src="/files/c6FxRsGyQnoyusl32915" alt=""><figcaption></figcaption></figure>

Note:\
The Project Owner has the right to delete, edit, and lock the project.\
If the project is deleted, all task data related to the project will be lost.

## 6. Managing Projects

The Dashboard Interface will display the following information:

<figure><img src="/files/RMdqKPm2Z2h3n4GZzLrv" alt=""><figcaption></figcaption></figure>

(1) Project List: Projects are organized by folder.

(2) Search Projects: Search by project name.

(3) Sort Projects: Sort projects by various criteria.

(4) Create New Project: Click to create a new project.

The Project Detail Screen will display:

<figure><img src="/files/MiDr0RFjGp4v0J9Avav0" alt=""><figcaption></figcaption></figure>

Project Information: Includes project name, description, owner, participants, timeline, and attached documents.

Task List: Displays all tasks in the project as a list.

Kanban View: Displays all tasks in the project in a Kanban format.

Calendar View: Displays all tasks in the project on a calendar.


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