Project tasks, milestones, files, and profitability

Open /projects/[id] for the full project record. The detail uses Overview, Tasks, Timeline, Files, Activity, and manager only Settings tabs.

#Project tasks

The Tasks tab contains project scoped work with title, description, assignee, priority, due date, and stage. Project task stages provide the delivery board status. Employees can create or update project tasks when permitted, while project administration stays manager only.

Use the global Tasks module for personal daily triage. The same linked task can still carry comments, files, dependencies, and approval behavior through its task record.

#Milestones

Managers create milestones in the Timeline tab with a name and optional due date. Complete the milestone when the deliverable is accepted. The completion timestamp becomes part of the project history.

Milestones should represent delivery outcomes. Use tasks for the work needed to reach them.

#Files and activity

The Files tab aggregates attachments from project tasks. Open the source task when a file needs task context or permission review. The Activity tab shows project events with their actors and timestamps.

#Time entries and profitability

The Overview displays project time entries and profitability when source data exists. Profitability combines budget or revenue context with project cost inputs and billed timesheet information available to the workspace.

Time entries are created through the Timesheets workflow, not directly from the project overview. Billable entries can be linked to invoice lines by the supported time and material invoicing process.

#Project templates

Open /projects/templates as a SUPER_ADMIN or MANAGER. A template is a reusable task blueprint.

1. Save a project task structure as a template.
2. Choose that template when creating a new project, or instantiate it through the template page.
3. Review owners and dates after creation because a blueprint cannot know every new project context.

#Common problems