Working on a Projectt
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
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.
Milestone ID
System generated
Unique identifier for the milestone. Example: #MIL0018
Assignee
View / Update
Displays the user assigned to the milestone. Example: Stark
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.
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.
Task Relation
The Relation section in the task details view is used to establish relationships between the current task and other project entities such as milestones, child tasks, and assets. This section helps users maintain task dependencies, hierarchical task structures, and associated asset mappings within the project.
The following relation types can be added to a task:
Milestone
Links the task to a project milestone.
Child
Associate the child tasks with the current task to create a task hierarchy.
Asset
Maps one or more assets to the task for tracking and dependency purposes.
Add Relations
To add relations to a task:
Navigate to the Project Task View page.
Open a task to view or edit its details.
In the right-side panel, locate the Relation section.
Click Add.
Select the required relation type:
Milestone
Child
Asset
Configure the required details.
Click Submit to apply the relation successfully.
Milestone Relation
The Milestone option associates a task with a project milestone. Once linked, the milestone details are displayed under the Relation section of the task.
Actions Supported
Add milestone relation
View linked milestone details
Remove linked milestone relation
Child Task Relation
The Child option is used to create hierarchical task relationships by associating child tasks with a parent task.
Actions Supported
Add child tasks
View linked child tasks
Maintain parent-child task structure
Remove child task relation
Asset Relation
The Asset option maps assets to a task in the Asset Management or CMDB modules. Multiple assets can be linked to a task based on configured categories and filters.
Asset Mapping Workflow
In the Relation section, click Add.
Select Asset.
The Related Assets sidebar is displayed.
Configure the following filter fields:
Category Type
Category
Sub-Category
Item Name
Click the link icon in the Item Name field.
Select one or more assets from the asset selection sidebar.
Click Link Asset.
The selected asset IDs are displayed in the Item Name field.
Click Submit to successfully map the assets.
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
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
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.
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
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
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.
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.
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.
Task Dependencies
Task dependencies define the relationships among project tasks and determine the order in which they can start or finish.
A dependency consists of:
Predecessor: A task that must be completed or reach a specific stage before another task can proceed.
Successor: A task that depends on the predecessor and is affected by its schedule.
For example, if Server Procurement must be completed before Server Installation can begin, then:
Server Procurement is the Predecessor
Server Installation is the Successor
Infraon’s Project Management supports the following dependency types:
FS (Finish-to-Start)
Successor starts after the predecessor finishes.
SS (Start-to-Start)
Successor starts when the predecessor starts.
FF (Finish-to-Finish)
Successor finishes when the predecessor finishes.
SF (Start-to-Finish)
Successor finishes after the predecessor starts.
For information about dependency types, lag days, and managing task dependencies through CSV import and export, refer to the CSV Edit section.
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.
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
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
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.
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
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
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.
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