Projects and tasks

Projects

A project belongs to a client and groups together its tasks, issues and documents. It has a status, an assigned team, and a timeline visible to the client in the portal.

Tasks and statuses

Tasks move through custom statuses (e.g. To do → In progress → Review → Done). You can set:

• an assignee
• a priority
• a deadline (shows up in the Calendar)

Work Updates

Team members add daily work updates. Managers see the whole team's activity; members see only their own.