Projects

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.

Giving Customers Visibility

Set a project's Privacy to Portal and link a Customer on individual tasks to let that contact log into the portal and see:

• Task status and stage (read-only, or commentable if you allow it).
• Attached files and the task description.
• Milestone progress on the overall project.

Internal notes and internal-only discussion messages stay hidden from portal users — only messages explicitly sent "to customer" (or logged as a note vs a message, depending on configuration) become visible, so internal team debate about a task never leaks to the client by accident.

This is commonly combined with Milestones billing so the customer's portal view doubles as a plain-language project status page they can check anytime instead of emailing "any updates?".

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.