Projects
Last update:
07/21/2026
Completed
In this topic
Projects Overview
- Introduction to Projects
- Creating & Configuring Projects
- Tasks, Timesheets & Collaboration
- Planning & Gantt Charts
- Project Reporting
- Sharing Projects With Customers
Project Setup
Tasks & Collaboration
Planning & Resources
Customer Collaboration
Reporting & Analysis
Introduction to 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
| Concept | Model | Description |
|---|---|---|
| Project | project.project | A container for tasks with settings, privacy, and billing method. |
| Task | project.task | A unit of work within a project. Has assignee, deadline, stage. |
| Stage | project.task.type | Pipeline stage (To Do, In Progress, Review, Done). Customizable per project. |
| Milestone | project.milestone | Key deliverable or checkpoint with date. |
| Timesheet | account.analytic.line | Time logged against a task or project. |
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.
Rating
0
0
Commenting is not enabled on this course.
This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.