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.

2. Creating a Project

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

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

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.

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

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

4. Editing a Project

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

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.

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:

Project List: Projects are organized by folder.

Search Projects: Search by project name.

Sort Projects: Sort projects by various criteria.

Create New Project: Click to create a new project.

The Project Detail Screen will display:

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.