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.

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