Projects

Task Management

Creating a Task

1. Open a project → Tasks tab → Create.
2. Title – Task description.
3. Assignee – Person responsible.
4. Deadline – Due date. Tasks past deadline are highlighted in red.
5. Tags – Color-coded labels (Bug, Feature, Urgent).
6. Description – Rich text with checklists, images, links.
7. Customer – Link to a contact (for portal visibility).
8. Milestone – Link to a check point.
9. Recurrence – For recurring tasks (daily, weekly, monthly).

Kanban Workflow

• Drag tasks between stages.
• Kanban cards show: title, assignee avatar, deadline, tags, subtask count.
• Click a card to open the task form without leaving kanban.

Timesheets

On each task:

1. Click Timesheets tab.
2. Click Add a line.
3. Enter date, description, hours.
4. Total tracked time appears on the task and project overview.
5. Timesheets flow to the Accounting module for cost analysis, and to Sales if the project bills by timesheet.

Sub-tasks

Break down tasks into smaller units. Each sub-task can have its own assignee, deadline, and stage. Parent task shows progress (% of sub-tasks done). Sub-tasks can even live in a different project than their parent, useful when one team's deliverable depends on another team completing a piece of work first.

Discussion & Collaboration

Each task has a Discussion tab – internal chat with followers. Use @mentions, attach files, add internal notes. All communication is logged in the task history.

Recurring Tasks

Enable Allow Recurring Tasks on the project, then set a recurrence (e.g. every Monday) on a task — Quickenerp automatically creates the next occurrence once the current one is marked done, so weekly/monthly checklists never need to be manually re-created.

Project Planning

Gantt View

Switch to Gantt view in any project. Tasks are displayed as bars on a timeline.

• Drag task bars to reschedule start/end dates.
• Zoom to Day, Week, Month, Quarter.
• Dependencies – Link tasks. A task cannot start until its predecessor is done.
• Critical Path – Auto-highlighted if enabled.
• Group By – Assignee, Stage, Milestone.

Milestones

Go to Projects > Milestones. Create key deliverables:

• Name, date, project.
• Allow task creation directly from milestone.
• Milestones appear in Gantt view as diamonds.
• If the project bills by milestone, reaching one can trigger an invoice automatically.

Resource Planning

With the Planning module installed, you can:

• Assign specific time slots to employees per task.
• View resource availability in the Planning view — booked hours vs an employee's working schedule.
• Avoid over-allocation: the view flags an employee scheduled for more hours than they have available that week.
• Publish the plan so employees see their own upcoming slots on their personal dashboard.

The Projects Module

Go to Projects from the main dashboard. Manage all project-based work with tasks, timesheets, and planning tools. Integrates with Sales (project billing), HR (resource allocation), and Accounting (cost tracking).

Core Concepts

Views

• Kanban – Drag tasks between stages. Default view.
• List – Sortable table with all fields.
• Gantt – Timeline view for project scheduling.
• Graph – Task analysis by stage, assignee, delay.
• Calendar – Tasks by deadline.
• Activity – All project activities in one timeline.

Project Templates

For repeatable work (e.g. "New Client Onboarding"), mark a finished project as a Template and duplicate it whenever a similar project starts — every task, stage, and checklist copies over so nothing is forgotten on the next client.