Working on a Project

A project consists of two primary components:

Milestone

A Milestone represents a key stage or checkpoint within a project and is used to group related tasks under a common phase. It helps organize project work, track progress, and monitor key deliverables throughout the project timeline.

Milestones can be linked with tasks and other milestones to create a structured hierarchy within the project.

Add Milestone

To create a milestone:

• Click the Add Milestone option available on the top panel.

• The Add Milestone sidebar opens.

• Enter the required details and click Add to create the milestone.

Add Milestone | Basic Details

Label	Action	Description / Example
Title	Enter text	Define the name of the milestone. Example: UI/UX Design Phase
Description	Enter details	Provide additional information about the milestone. Example: This phase includes wireframing, prototyping, and final UI design approval.
Assignee	Select from the dropdown	Assign the user responsible for execution.
Owner	Select from the dropdown	Define the accountable owner of the milestone.
Status	Select from the dropdown	Set the milestone's current status. Example: To Do / In Progress
Baseline Start Date	Select date	Define the planned start date. Example: 01-Mar-2026
Baseline End Date	Select date	Define the planned end date. Example: 10-Mar-2026
Link Child Task	Click Link Task	Link tasks under this milestone. Example: UI Design, Wireframe Creation, UX Review
Link Milestone	Click Link Milestone	Link this milestone with another milestone. Example: Linked to “Development Phase” milestone

After entering the required details, click Add to save and create the milestone within the project.

View Milestone

The View Milestone page provides a detailed view of a selected milestone within a project. It allows users to review milestone information, manage related tasks, update ownership, and track activities.

At the top panel, users can quickly view:

• Milestone ID

• Assignee

• Status

Users with appropriate privileges can update milestone details, manage relationships, add attachments, and track activity logs from this page.

Label	Action	Description / Example
Milestone ID	System generated	Unique identifier for the milestone. Example: #MIL0018
Assignee	View / Update	Displays the user assigned to the milestone. Example: Stark
Status	View / Update	Displays the current milestone status. Example: To Do / Open

General

The General section provides control over the milestone's ownership and timeline management. This section ensures that accountability and scheduling are clearly defined and can be updated as the project evolves.

Users with appropriate privileges can modify ownership fields and baseline dates to reflect real-time project changes.

Label	Action	Description / Example
Assignee	Select from the dropdown	Assign or update the user responsible for executing the milestone.
Owner	Select from the dropdown	Defines the accountable owner for milestone completion.
Baseline Start Date	Select date	Represents the milestone's planned start date. Example: 10 Apr 2026
Baseline End Date	Select date	Represents the planned completion date. Example: 20 Apr 2026

• Updating baseline dates helps track planned vs. actual timelines during project execution.

• Only users with the required privileges can modify Assignee, Owner, and baseline date fields.

Relation

The Relation section establishes a structural connection between the milestone and its associated tasks. Users can link multiple child tasks to a milestone.

Label	Action	Description / Example
Add Relation	Click to add	Allows linking tasks to the milestone
Child Task	Select from the dropdown	Associate tasks under the milestone. Example: #TSK0255 – Technical Architectural Design

A milestone supports only the child task association. Parent task linking is not applicable.

Summary

The Summary tab provides a consolidated overview of the milestone, including its description, associated sub-tasks, and checklist items. This section is primarily used to define the scope and track execution at a granular level.

Users can:

• Define or update milestone description

• Link and manage child tasks (sub-tasks)

• Create checklist items to track smaller, actionable steps

Label	Action	Description / Example
Description	Enter / Edit text	Detailed explanation of milestone scope and objectives. Example: Architecture Phase 1 planning
Sub Task	Click to add	Link existing tasks as child tasks
Linked Task	View / Remove	Displays associated tasks under the milestone
Checklist	Click to add	Add checklist items for progress tracking

Attachment

The Attachment tab allows users to upload and manage supporting documents related to the milestone. All relevant files, such as design documents, screenshots, and references, are centrally available.

Users can:

• Upload files using drag-and-drop or browse

• Categorize attachments

• Add descriptions for better context

Label	Action	Description / Example
Add Attachment	Click to upload	Upload files to the milestone
Category	Select from the dropdown	Categorize attachment (Default, Screenshot, Others)
Description	Enter text	Add context or details about the file
File Upload	Drag & Drop / Browse	Supported formats: png, jpg, doc, pdf, xls (Max: 20 MB)

Relation

The Relation tab provides broader linking capabilities beyond tasks, allowing associations with other modules such as tickets, problems, changes, and requests.

This enables cross-module traceability and ensures that milestones are connected to operational workflows.

Label	Action	Description / Example
Module Tabs	Select module	Choose module (Ticket, Problem, Change, Request, Release)
Add	Click to associate	Link records from the selected module
Linked Records	View / Remove	Displays associated records

Conversation

The Conversation tab enables collaboration and communication related to the milestone. It captures all communication threads, including emails, comments, and notes.

Users can:

• View communication history

• Reply or forward messages

• Add internal or external notes

Label	Action	Description / Example
Tabs (All / Email / SMS / Comment)	Select tab	Filter communication type
Reply / Forward	Click action	Respond to communication threads
Add Notes	Enter text	Add comments or updates
Public / Private	Select option	Control visibility of notes

Recent Activities

The Recent Activities tab provides a complete audit trail of all changes made to the milestone. It ensures transparency and helps track modifications over time.

Users can:

• View all updates and actions

• Identify who made changes

• Track timestamps for each activity

Label	Action	Description / Example
Activity Log	View	Displays a list of changes (e.g., relation added/removed)
User Info	View	Shows the user who performed the action
Timestamp	View	Displays the date and time of change
Change Details	View	Example: Associated with → TSK0255

Task

Represents an individual unit of work within a project. Tasks are assigned to users, have defined priorities, statuses, and timelines, and are used to track the execution of project activities.

Click here to learn more.

View Task

The View Task page provides a detailed view of a selected task within a project. It allows users to review task details, manage dependencies, link related records, track communication, and monitor activity history.

At the top panel, users can quickly view:

• Task ID

• Priority

• Status

• Assignee

Users with appropriate privileges can update task details, manage dependencies, add attachments, configure relationships, and track all activity logs from this page.

Label	Action	Description / Example
Task ID	System generated	Unique identifier for the task. Example: #TSK0249
Priority	View / Update	Displays the task priority level. Example: Medium
Status	View / Update	Displays the current task status based on the workflow. Example: To Do / Open
Assignee	View / Update	Displays the user assigned to the task.

General

The General section provides ownership and responsibility details for the task. It ensures clear accountability across execution, review, and approval stages.

Users can view and update role-based fields depending on permissions and workflow configuration.

Label	Action	Description / Example
Assignee	Select from the dropdown	Assign or update the user responsible for task execution
Owner	Select from the dropdown	Defines the accountable owner for the task
Requester	Select from the dropdown	Indicates the user who requested the task
Reviewer	Select from the dropdown	Assigns a reviewer for validation or approval
Manager	Select from the dropdown	Defines the managerial authority for the task

Fields' visibility, editability, and mandatory conditions are controlled by field configuration and user roles.

Relation

The Relation section in the right panel defines hierarchical associations of the task within the project.

It helps structure the task into parent-child relationships and link it to milestones.

Label	Action	Description / Example
Milestone	Select / Add	Link the task to a milestone
Parent	Select / View	Displays the parent task (if applicable)
Child	Select / Add	Associate child tasks under the current task

• A task can have multiple child tasks.

• Parent-child relationships define task hierarchy.

• Closing a parent task can automatically update the status of its child tasks based on workflow rules.

Summary

The Summary tab provides a consolidated overview of the task, including description, dependencies, sub-tasks, and checklist items. It acts as the primary workspace for managing task execution.

Users can:

• Add or update task description

• Define task dependencies

• Link and manage sub-tasks

• Create checklist items

Label	Action	Description / Example
Description	Enter / Edit text	Detailed explanation of the task Example: Frontend Development
Dependencies	Click to add	Define dependent tasks with a relationship type and lag
Task Relationship	Select from the dropdown	Defines dependency relation Example: Predecessor
Type	Select from the dropdown	Dependency type (FS, SS, FF, SF)
Lag (No. of Days)	Enter value	Delay between dependent tasks Example: 2
Sub Task	Click to add	Link tasks as sub-tasks under the current task
Checklist	Click to add	Add smaller actionable items

• Task Relationship and Type fields are mandatory when adding dependencies.

• Dependency rules control task scheduling and status transitions.

• Only tasks within the same project are available for selection.

Attachment

The Attachment tab allows users to upload and manage files related to the task. It centralizes all supporting documents for easy access.

Users can:

• Upload files via drag-and-drop or browse

• Categorize attachments

• Add descriptions

Label	Action	Description / Example
Add Attachment	Click to upload	Upload files to the task
Category	Select from the dropdown	Categorize file (Default, Screenshot, Others)
Description	Enter text	Add context for the attachment
File Upload	Drag & Drop / Browse	Supported formats: png, jpg, doc, pdf, xls Max size: 20 MB

Relation

The Relation tab enables linking the task with other modules, ensuring cross-module traceability.

Users can associate the task with operational records.

Label	Action	Description / Example
Module Tabs	Select module	Ticket, Problem, Change, Request, Release
Add	Click to associate	Link records from the selected module
Linked Records	View / Remove	Displays associated records

All relation updates are captured in the activity logs for audit tracking.

Communication

The Conversation tab captures all communication related to the task, including emails, SMS, and comments.

Users can:

• View communication history

• Reply or forward messages

• Add notes

Label	Action	Description / Example
Tabs (All / Email / SMS / Comment)	Select tab	Filter communication type
Reply / Forward	Click action	Respond to email communication
Add Notes	Enter text	Add internal notes or updates
Public / Private	Select option	Control note visibility

Recent Activities

The Recent Activities tab provides a complete audit trail of all changes made to the task. It ensures transparency and traceability.

Users can:

• View all updates and modifications

• Identify the user who performed the action

• Track timestamps

Label	Action	Description / Example
Activity Log	View	Displays a list of actions performed
User Info	View	Shows the user who performed the action
Timestamp	View	Displays the date and time of activity
Change Details	View	Example: Associated with → TSK0256

• All updates, including dependencies, attachments, relations, and status changes, are recorded.

• Activity logs are automatically updated based on system and user actions.