Projects
Projects organize and manage work related to a specific initiative. Projects house tasks, allowing for dividing work into manageable units and facilitating collaboration.
The Add Project form enables users to create and configure a new project by entering its key details, such as name, description, cost, schedule, owner, and associated templates and users.
1. Add Project
The Add Project screen allows users to create a new project with essential details, allocate team members, and set timelines. The add project module allows authorized users (Admin, Project Manager, or Team Lead) to create new projects, define ownership, assign team members, and link templates for task automation.
The Add Project form is divided into three main areas:
- Project Details — captures basic project information.
- Configuration & Ownership — defines project owner, templates, and permissions.
- User Allocation — assigns team members and designates team leads.
1 Project Name
- Type: Text Input
- Validation: Required
- Description: Enter a unique project name (mandatory).
2 Project Description
- Type: Text Input
- Optional: Yes
- Description: Provide a short description of the project.
3 Actual Cost
- Type: Number Input
- Default: 0
- Description: Enter the actual cost incurred for the project.
4 Estimated Cost
- Type: Number Input
- Default: 0
- Description: Enter the estimated/projected cost of the project.
5 Start Date
- Type: Date Picker
- Default: Today's date
- Description: Select the project's start date.
6 End Date
- Type: Date Picker
- Default: Today's date
- Description: Select the project's end date.
7 Project Owner
- Type: Dropdown
- Validation: Required
- Description: Assign a project owner from the dropdown list.
8 Contact
- Type: Dropdown
- Optional: Yes
- Description: Select a client or stakeholder contact (if available).
9 Task Prefix
- Type: Auto-generated
- Validation: Required
- Description: Auto-generated project prefix (e.g., HDS000) used for task IDs.
10 Template
- Type: Dropdown
- Validation: Required
- Description: Choose a task template for the project.
- Option: Allow multiple templates (toggle ON/OFF).
11 Project Type
- Type: Radio Button
- Options: Internal / External / Client-specific
- Description: Define the project structure.
12 Share with Everyone
- Type: Toggle Button
- Description: Toggle to make the project visible to all users.
13 Allocated Users
- Type: Dropdown
- Description: Select team members and assign roles.
- Each user has:
- Team Lead toggle (assign leadership role)
- Remove option (X) to unassign
Save
Creates the project and initializes default settings.
Cancel
Discards sprint creation.
Project Single Page
Once a project is created, the Project Single Page provides a centralized view of project details, progress tracking, tasks, and sprints. This page provides a detailed view of a specific project, including its summary, team, task progress, and task list.
Header Section
Breadcrumb Navigation
Displays the path: Home / Projects / [Project Name] – allows easy navigation back to the project list.
Project Name
Displayed as a heading (e.g., Project – Neww)
Owner
Shows the name and initials of the project owner (e.g., Anjali Mohan K – AM)
Duration
Shows the project's start and end dates (e.g., 03 Jul – 10 Jul)
Task Status
Indicates total tasks and how many are completed (e.g., 0 of 1 completed)
Allocated Users
Displays avatars/initials of all users allocated to the project. Hovering typically shows full names.
Project Pin/Unpin
- Pin to Sidebar: Allows users to quickly access frequently used projects by adding them to the Projects menu in the sidebar.
- Unpin from Sidebar: The project will be removed from the Pinned Projects list in the sidebar.
Tabs for Task Status
Each tab displays a count of tasks under that status.
Search, Sort, and Filter
- Search Bar: Search for tasks by name.
- Sort: Sort tasks based on different criteria.
- Filter: Filter tasks by status, assignee, etc.
- Expand: Expands/collapses task details.
Task Views
List View
(Selected by default)
Board View
Kanban-style layout
Calendar View
Tasks on calendar
Task Table Section
| Column | Description |
|---|---|
| Checkbox | For bulk task actions |
| Tasks | Task titles/names |
| Action | Task actions (e.g., edit/delete) |
| Assignee | The user assigned to the task |
| Due Date | Deadline of the task |
| Priority | Task priority (e.g., High, Medium, Low) |
| Start Date | Task start date |
Note: If no tasks are available, the message "No data found" is displayed.
Other Functional Icons (Top Right)
Pin Icon
Pins this project for quick access
Edit Icon
Opens the project edit modal or form
4. Sprint List & Management
The Sprint List View shows all sprints associated with a project.
Columns:
- Sprint Number/Name (e.g., Sprint 25)
- Progress % (calculated based on completed tasks)
- Start Date & Due Date
- Tasks Status (e.g., 448 of 466 completed)
- Sprint Status:
- Todo — Not yet started
- In Progress — Active sprint
- Completed — All tasks done
Sprint Actions:
Edit
Update sprint details
Delete
Remove sprint
Start
Begin sprint execution
5. Sprint Start & Complete Flow
Start Start Sprint
- Navigate to the Sprint List.
- Click the Start button on a sprint in Todo state.
- Sprint status changes to In Progress.
End Complete Sprint
- Once all tasks are marked Done, sprint automatically updates to Completed.
- Alternatively, Admin/Project Owner can manually mark sprint as Complete when the majority of tasks are done.
Form Fields Description Summary
| Field Name | Type | Required | Description |
|---|---|---|---|
| Project Image | Upload Icon | No | Upload a logo/image representing the project. |
| Project Name | Text Input | Yes | Enter the name of the project. This is a mandatory field. |
| Project Description | Text Input | No | Provide a short description of the project. |
| Actual Cost | Number Input | No | Enter the actual cost incurred for the project. The default is 0. |
| Estimated Cost | Number Input | No | Enter the estimated/projected cost of the project. The default is 0. |
| Start Date | Date Picker | No | Select the project's start date. Defaults to today's date. |
| End Date | Date Picker | No | Select the project's end date. Defaults to today's date. |
| Project Owner | Dropdown | Yes | Select a user who will be the project owner and responsible person. |
| Contact | Dropdown (+) | No | Select contact associated with the project. Option to add a new contact. |
| Template | Dropdown | Yes | Select a predefined template to structure the project. |
| Allow Multiple Templates | Toggle Button | No | Enable if the project should use multiple templates. |
| Project Type | Radio Button | No | The section lets users define the project structure. |
| Allocated Users | Dropdown | No | Assign users to work on this project. |
| Share with Everyone | Toggle Button | No | Enable if the project should be visible to all users. |
| Save Button | Action Button | Yes | Save the project with the entered configuration. |
Tabs for Task Status
Each tab displays a count of tasks under that status.
Search, Sort, and Filter
Search Bar
Search for tasks by name.
Sort
Sort tasks based on different criteria (not shown in detail).
Filter
Filter tasks by status, assignee, etc.
Expand
Likely expands/collapses task details.
Task Views
List View
(Selected by default)
Board View
Kanban-style layout
Calendar View
Tasks displayed on calendar
Add Task
Opens a modal/form to add a new task to the project.
Task Table Section
| Column | Description |
|---|---|
|
|
For bulk task actions |
|
|
Task titles/names |
|
|
Task actions (e.g., edit/delete) |
|
|
The user assigned to the task |
|
|
Deadline of the task |
|
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Task priority (e.g., High, Medium, Low) |
|
|
Task start date |
Note:
If no tasks are available, the message "No data found" is displayed.
Other Functional Icons (Top Right)
Pin Icon
Possibly pins this project for quick access
Edit Icon
Opens the project edit modal or form