Projects – Work Organization & Management
Projects organize and manage work related to a specific initiative. Projects house tasks, allowing for dividing work into manageable units and facilitating collaboration across teams and departments.
Centralized Work Management
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.
Task Organization
Divide work into manageable units with clear structure and ownership
Team Collaboration
Facilitate seamless collaboration across teams and departments
Progress Tracking
Monitor project progress with comprehensive tracking and reporting
1. Add Project
Add Project form showing project details, configuration, and user allocation
Project Creation & Configuration
The Add Project screen allows authorized users (Admin, Project Manager, or Team Lead) to create new projects, define ownership, assign team members, and link templates for task automation.
Project Details
Captures basic project information including name, description, and timeline
Configuration & Ownership
Defines project owner, templates, permissions, and project type
User Allocation
Assigns team members and designates team leads for the project
Fields & Options
| Field | Type | Required | Description |
|---|---|---|---|
| Project Image | Upload Icon | No | Upload a logo/image representing the project |
| Project Name | Text Input | Yes | Enter a unique project name (mandatory) |
| 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 | Assign a project owner from the dropdown list |
| Contact | Dropdown (+) | No | Select a client or stakeholder contact (if available) |
| Task Prefix | Auto-generated | Yes | Auto-generated project prefix (e.g., HDS000) used for task IDs |
| Template | Dropdown | Yes | Choose a task template for the project with option for multiple templates |
| Project Type | Radio Button | No | Define project structure as Sprint-based, Milestone-based, or None |
| Allocated Users | Dropdown | No | Assign users to work on this project with Team Lead toggle for each user |
| Share with Everyone | Toggle Button | No | Toggle to make the project visible to all users in the organization |
Save Action
Creates the project and initializes default settings with the configured parameters
Cancel Action
Discards all changes and returns to the previous screen without creating the project
2. Project List View
Project List showing overview of all projects with progress and team information
Comprehensive Project Overview
The Project List gives an overview of all projects, their progress, active tasks, and team composition for quick monitoring and management.
Key Details Displayed
Project Title
Clickable name that opens project details for deeper access
Owner
Project manager/owner assigned to oversee the project
Duration
Start and end date range showing project timeline
Task Status
Progress indicator (e.g., 1108 of 1133 tasks completed)
Team Lead
Displays assigned leaders responsible for the project
Allocated Users
Shows member avatars with +count for additional users
Task Tabs within Project
All tasks grouped by status
Pending approvals for workflow
Sprint view with progress tracking
Completed tasks
Unsuccessful tasks
Complete task overview
Task List Columns
| Column | Description |
|---|---|
| Task ID | Auto-generated unique identifier for each task |
| Task Title | Descriptive name of the task |
| Action | Status badges: In Progress, To Verify, Done, etc. |
| Assignee | Team member responsible for the task |
| Due Date | Task deadline (overdue in red, today in green) |
| Priority | Task priority level (High, Medium, Low) |
| Start Date | When the task is scheduled to begin |
3. Project Single Page
Project Single Page showing detailed project view with tasks and team information
Centralized Project Management
Once a project is created, the Project Single Page provides a centralized view of project details, progress tracking, tasks, and sprints with comprehensive management capabilities.
Header Section Elements
| Element | Description |
|---|---|
| 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 | The Pin to Sidebar feature allows quick access to frequently used projects. Unpin removes from Pinned Projects list |
Task Status Tabs
Task Table Section
| Column | Description |
|---|---|
| Checkbox | For bulk task actions and selection |
| Tasks | Task titles/names with descriptive information |
| Action | Task actions (e.g., edit/delete and status management) |
| Assignee | The user assigned to the task with avatar |
| Due Date | Deadline of the task with color coding |
| Priority | Task priority (e.g., High, Medium, Low) |
| Start Date | Task start date for scheduling |
Note
If no tasks are available, the message "No data found" is displayed in the task table section.
Other Functional Icons
Pin Icon
Pins this project for quick access in the sidebar
Edit Icon
Opens the project edit modal or form for modifications
4. Sprint List & Management
Sprint List showing all sprints associated with a project
Agile Sprint Management
The Sprint List View shows all sprints associated with a project with comprehensive tracking and management capabilities for agile project execution.
Sprint List Columns
| Column | Description |
|---|---|
| Sprint Number/Name | Identifies each sprint (e.g., Sprint 25) with descriptive naming |
| Progress % | Calculated based on completed tasks within the sprint |
| Start Date & Due Date | Timeline for the sprint execution period |
| Tasks Status | Completion metrics (e.g., 448 of 466 completed) |
| Sprint Status |
|
Sprint Actions
Edit
Update sprint details, timeline, and objectives
Delete
Remove sprint from the project entirely
Start
Begin sprint execution (moves from Todo to In Progress)
5. Add Sprint
Create Sprint form for defining new sprints in agile projects
Sprint Creation & Configuration
The Create Sprint form allows users to define a new sprint for agile project management with customizable time intervals and goal setting.
Sprint Configuration Fields
| Field | Type | Required | Description |
|---|---|---|---|
| Sprint Name | Text Input | Yes | Enter a sprint title for identification |
| Time Interval | Dropdown | Yes |
Choose predefined intervals or Custom:
|
| Start Date | Date Picker | Yes | Select sprint start date for the cycle |
| End Date | Date Picker | Yes | Select sprint end date for completion |
| Goal | Rich-text Field | No | Rich-text field to add sprint objectives with formatting support (bold, italic, bullet points) |
Save Action
Creates the sprint with configured parameters and adds it to the project
Cancel Action
Discards sprint creation and returns to previous screen
Sprint Start & Complete Flow
Start Sprint
Navigate to Sprint List and click Start button on a Todo sprint. Status changes to In Progress.
Complete Sprint
Once all tasks are marked Done, sprint automatically updates to Completed. Manual completion also available.