Projects & Timesheets

Plan projects, assign tasks, track time, and generate reports — with optional AI assistance for project planning and a visual board for day-to-day work.

Project Dashboard

Go to Project Management → Dashboard for an overview of active projects, task status, and team workload.

Creating Projects

Go to Project Management → Projects and create a new project.
Set the name, description, start and end dates, and assign team members.
Define stages (for example, Planning, In Progress, Review, Done) under Stages.
Add tasks and assign them to team members with due dates.

You can also start from a Project Template to reuse a predefined structure.

Active and Completed tabs

The Projects list is split into Active and Completed tabs. Active shows every project that is not marked Complete; Completed shows only finished projects. When you add or edit a project, you can choose any status — including Complete — from the full status list. Search and filters (status, dates, favorites, and more) are available on both tabs and remembered separately for each tab, so switching tabs does not wipe the other tab’s filters.

Project Board

The Project Board is a Kanban-style view where you drag tasks between stages. It is the fastest way to see what is in progress and what needs attention.

Tasks

Under Project Management → Tasks, view all tasks across projects. Each task supports:

Assignees and due dates
Multiline comments and file attachments
Built-in timer to track time spent
Custom fields via column templates

Timesheets

Employees log time against projects and tasks under Project Management → Timesheets:

Select the project and task.
Enter the hours worked and a brief description.
Submit the timesheet entry.

You can also start a timer directly from a task to track time automatically.

AI Workspace

The AI Workspace helps with project planning — breaking down work, suggesting tasks, and answering questions about your projects using AI.

Reports

Generate project and time reports under Project Management → Reports. Export data to Excel or PDF for client billing or internal analysis.

Dashboard Integration

Tasks assigned to you appear on the main Dashboard under My Tasks, so you always know what is due next without opening the project module.