Project

Once projects are created, they are listed under the Projects section in the left panel. Users can select a project to view, manage, and track project activities.

Based on assigned roles (such as Project Manager, Project Implementor, and other configured roles), users can access the project, work on tasks, and manage milestones from this page.

What you see on the screen

Projects can be viewed in two formats:

• Table View

Displays project tasks and milestones in a structured grid format with columns such as Task ID, Title, Description, Priority, Status, and Assignee. This view is suitable for managing and updating task details in a tabular format.

• Gantt Chart View

Displays project tasks and milestones on a timeline. It helps in visualizing:

• Task duration

• Start and end dates

• Dependencies and scheduling

Users can track project progress over time and adjust timelines accordingly.

Project Details | View

Label	Action	Description / Example
Column Configuration	Click to configure columns	Select the columns to display in the table view. Options include: Task ID, Title, Description, Priority, Status, Assignee, Owner, Requester, Reviewer, Manager, Type, Estimated Effort, and more.
Search	Enter keyword	Search for tasks or milestones within the selected project by relevant fields such as Title or Task ID.
Filter	Apply filter criteria	Filter tasks based on parameters such as Status, Priority, Assignee, or other available fields.

Action Icons | Project

Label	Action	Description / Example
Add Task	Click to add	Create a new task within the selected project. Tasks represent individual work items and can be assigned to users with defined priorities, statuses, and timelines.
Add Milestone	Click to add	Create a milestone to group related tasks or represent a key phase in the project lifecycle. Helps organize tasks and track major progress points.
Expand All	Click to expand	Expands all tasks and subtasks in the hierarchy, allowing users to view the complete structure of tasks under milestones.
Collapse All	Click to collapse	Collapses all expanded tasks and subtasks to provide a simplified and compact view of the project structure.
Zoom In	Click to zoom	Zooms into the timeline in Gantt view to view tasks and durations in finer detail (e.g., day-level visibility).
Zoom Out	Click to zoom out	Zooms out of the timeline to get a broader view of the project schedule (e.g., week/month-level visibility).
Zoom to Fit	Click to adjust	Automatically adjusts the timeline to fit all tasks and milestones within the visible screen for a complete project overview.
CSV Export	Click to export	Export project tasks and milestone data into a CSV file for reporting, sharing, or external analysis.
PDF Export	Click to export	Export the current project view as a PDF for documentation or reporting.
Import CSV	Click to import	Import tasks into the project in bulk using a CSV file. Useful for creating multiple tasks at once.
CSV Edit	Click to edit	Download, modify, and re-upload task data using CSV format for bulk updates.