Projects

1 What a project is here A job with a customer, a budget and an end — and the tasks, time and money that… 2 Create a project The four fields that matter, and the three people usually get wrong. 3 The five project statuses Planning, active, on hold, completed, cancelled — and the difference between the last two. 4 The project record Four tiles that answer whether it is going well, and six tabs underneath. 5 Tasks Five statuses, five ways to look at them, and the one that tells you something is stuck. 6 See every project's tasks in one place One list across every project, filtered to what is on you. 7 Due dates, and the colours that go with them Amber today, red already late — the same system everywhere in the product. 8 Assign it, or mark somebody to it One person is responsible. Everybody else is just being kept informed. 9 Subtasks Breaking one piece of work into parts, without losing it in a list of fifty. 10 Milestones The points that matter — and the ones you invoice against. 11 How progress is worked out Computed from the tasks, and a done task always counts as done. 12 Putting people on a project Your team, whole groups, outside vendors, and the client's own people. 13 Record time Hours against a task, marked billable or not, at a rate. 14 Approve time before it is billed An optional check between what was logged and what the client sees. 15 Turn time into an invoice Unbilled billable hours become a draft invoice, grouped how you choose. 16 Record time and bill it The whole path, from an hour worked to an invoice sent. 17 Budget, spend, and whether the job is going well Two numbers that only mean something next to each other. 18 Notes, files and history What was said, what was sent, and what changed. 19 Who can do what Projects, tasks, timesheets and milestones are four separate permissions — and approve is its own. 20 Views, filters and importing Three ways to read the list, and how to bring existing jobs in.