Projects

Manage complex work with milestones, tasks, role-based assignments, and project templates.

Overview

The Projects module provides structured project management with milestone tracking, task management, automatic progress calculation, and configurable completion workflows.

Related Modules:

• Deals - Projects can be linked to deals
• Team Management - Role-based assignment
• Settings - Project templates and roles configuration

Project Fields

Field	Description
Name	Project name
Description	Project details
Status	Current state
Priority	Importance level
Expected Start/End Date	Planned timeline
Actual Start/End Date	Actual timeline (auto-tracked)
Progress	Calculated from milestone completion (0-100%)
Owner	Project owner
Deal	Optional linked deal
Template	Template used to create the project

Statuses

Status	Description
Not Started	Project created but work hasn’t begun
In Progress	Active work underway
On Hold	Temporarily paused
Completed	All milestones finished
Cancelled	Project cancelled

Priority Levels

• Low
• Medium
• High
• Critical

Views

Gantt Chart

Visual timeline showing the full project hierarchy (projects, milestones, tasks) with dates and progress bars.

Kanban Board

Cards grouped by status or priority with drag-and-drop movement.

Table View

Traditional list view with sorting and filtering.

Filters

• Project status
• Priority
• Assigned role
• Assigned user

Milestones

Milestones break projects into major phases or deliverables.

Milestone Fields

Field	Description
Name	Milestone name
Description	Details
Order	Sequence in the project
Status	Locked, Unlocked, In Progress, Pending Approval, Completed
Expected/Actual Dates	Timeline tracking
Progress	Calculated from task completion

Milestone Status Flow

Locked → Unlocked → In Progress → Pending Approval → Completed

1. Locked: Cannot start tasks (unless allowTaskStartBeforeUnlock is enabled)
2. Unlocked: Tasks can begin (auto-unlocked or manual)
3. In Progress: First task has started
4. Pending Approval: All tasks done, awaiting approval (if required)
5. Completed: Milestone finished, next milestone auto-unlocks

Milestone Settings

Setting	Description
Auto Unlock	Automatically unlock the next milestone when current completes
Completion Rule	Strict (all tasks must complete) or Weighted (based on task weights)
Allow Early Task Start	Tasks can start before milestone is unlocked
Require All Tasks Done	All tasks must be completed before milestone can complete
Require Approval	Milestone needs approval before marking complete
Approval Role	Which role can approve
Lock on Achieve	Lock milestone after completion

Tasks

Tasks are the individual work items within milestones.

Task Fields

Field	Description
Name	Task name
Description	Task details
Status	Pending, In Progress, Completed, Blocked, Cancelled
Priority	Low, Medium, High, Critical
Assigned Role	Role responsible
Assigned User	Specific user
Estimated Hours	Planned effort
Actual Hours	Actual effort spent
Start/Due Date	Task schedule
Weight	Importance for weighted completion (default: 1)

Task Completion

When a task is marked complete:

1. Completion timestamp and user recorded
2. Milestone progress recalculated
3. If all tasks meet completion criteria, milestone auto-completes
4. Project progress updated (average of all milestone progress)
5. Next milestone auto-unlocked (if enabled)

Project Roles

Reusable roles across projects for team assignment.

Role Management

• Create organization-wide roles (e.g., Developer, Manager, Designer, QA)
• Assign users to roles with optional “preferred” designation
• Map roles to users per project

Per-Project Assignments

Each project can have different team compositions:

• Assign users to roles for the project
• Tasks and milestones reference roles for responsibility
• Approval routing uses assigned roles

Project Templates

Create reusable templates for common project types.

Template Structure

Template
  └── Milestone Templates
        └── Task Templates

Template Features

Feature	Description
Milestone Templates	Pre-defined milestones with ordering
Task Templates	Pre-defined tasks per milestone
Date Offsets	Start day offset relative to project start
Duration	Duration in days for auto-date calculation
Role Assignments	Tasks assigned by role
Default Settings	Auto-unlock, completion rules, approval requirements

Creating from Template

1. Select a template
2. Provide project name and description
3. Map roles to team members
4. Project created with milestones, tasks, and calculated dates

Automation

Cascading Updates

• Task completion triggers milestone progress recalculation
• Milestone completion triggers auto-unlock of next milestone
• All milestones completed triggers project auto-completion
• First task start sets project/milestone actual start dates

Workflow Triggers

Trigger	When It Fires
project_created	New project created
project_status_changed	Project status changes

Delivery Tracking

Track project delivery status:

• On Time: Expected end date is in the future
• Late: Past expected end date but not completed
• Overdue: Significantly past expected end date
• Cancelled: Project was cancelled

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See Also:

• Deals - Link projects to deals
• Settings - Configure templates and roles
• Team Management - User and role management