> 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FIqUgCM5qhcvpNjs3ntCm%2Fimage.png?alt=media&amp;token=75b15bde-7afa-4e72-855a-d24e8735285b" alt=""><figcaption></figcaption></figure>

## 2. Creating a Project

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

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FwK1NUBPuMXeME9Lp9UXs%2Fimage.png?alt=media&amp;token=6746be3c-6bfe-4c47-8b36-14d40eeb74b6" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F4qVN5Aq8CyXiXDMVu3JL%2Fimage.png?alt=media&amp;token=a1f5a560-0bb5-403e-9a1e-23e6dcd8b147" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FcKeufBsk2QZG2C358ciZ%2Fimage.png?alt=media&amp;token=e58c32a6-b83f-4721-ae9a-7fd755b3e95f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FUNeP3RPfMUAQVDJ7pjaB%2Fimage.png?alt=media&amp;token=5e102353-6256-4cca-ac5d-1da055829893" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FZMQpesmsDJpWDokBApuC%2Fimage.png?alt=media&amp;token=860bff1f-3bde-4248-971e-7c67c171a04f" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FUsYRTJYTerin7daU745L%2Fimage.png?alt=media&amp;token=705a006d-165a-484c-9932-2eed7dc42236" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fwzl09OU8hHzqmDeKHSSB%2Fimage.png?alt=media&amp;token=480975dc-e699-4d07-9d28-91587d12b744" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F6M20748yzNyc7nfuwVxB%2Fimage.png?alt=media&amp;token=43eb43d2-cbd9-43c2-bb35-7ae4e4c5cff5" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F65fhIHBqQRuEWfRumzTz%2Fimage.png?alt=media&amp;token=c2b0b638-c8e5-4e32-a1f9-e5ed354112a1" 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.
