Module

Projects

Plan projects, assign tasks, manage milestones, track time, and keep delivery progress visible in one shared workspace.

Projects is the execution and delivery-governance workspace for teams that need clear ownership, milestone control, dependency tracking, structured notes, and reliable closure records across customer and internal projects.

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What this module helps you control

Project setup, ownership, and accountability

Milestones and delivery phases

Task execution and task status discipline

Task Type governance and reusable task classification

Task Dependencies including Waiting for, Blocking, References, and Linked Tasks

Files, discussions, and contextual notes

Timesheets and effort tracking by project and task

Customer visibility controls and customer-safe sharing

Progress, overdue risk, and execution review cadence

Project closure, handover quality, and delivery traceability

Business outcomes teams expect

Clarify accountability across delivery using Project Owners, defined members, and structured project records.

Improve milestone visibility so delivery checkpoints are reviewed before deadlines slip.

Strengthen task-level accountability through assignment, due dates, priority, and status updates.

Reduce hidden blockers by tracking Task Dependencies and exposing Waiting for and Blocking links earlier.

Preserve project memory with notes, Public Note updates, files, and activity history in one record.

Track effort cleanly with timesheets tied to real project and task execution.

Share customer-safe progress while protecting internal notes and operational context.

Support stronger delivery reviews, handovers, and closure summaries with auditable history.

Standardize recurring delivery models with repeatable project structures and templates.

Reduce context loss when ownership shifts across teams during long-running delivery work.

What teams use most in this module

Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.

Project Records and Project Owners

Create a controlled project record that defines ownership, members, scope, and accountability from kickoff through closure.

Project overview with core delivery context

Project Owners for clear accountability

Project members and role visibility

Status and progress tracking for management review

Start and target end dates for planning discipline

Scope and accountability visibility across teams

Milestones and Delivery Phases

Use milestones as delivery checkpoints that structure projects into practical phases and decision points.

Milestone setup by phase or outcome

Delivery checkpoints for governance reviews

Phase structure for predictable execution

Due-date visibility by milestone

Clearer stakeholder communication on what is next

Project progression clarity from kickoff to closure

Tasks and Task Execution

Manage project execution through tasks with ownership, due dates, priorities, and current status.

Task creation under each project

Assignments to accountable owners

Priority and due-date discipline

Status updates for execution tracking

Task-level visibility for PM and delivery leads

Stronger day-to-day execution accountability

Task Types

Classify project work using Task Type values to improve governance, filtering, and consistency across projects.

Task Type field for structured classification

Task-type governance through agreed standards

Reusable categories across similar projects

Cleaner filtering and reporting by task type

Consistency in delivery tracking and review

Task Dependencies

Control sequencing and risk by linking dependencies across tasks and exposing blockers before delay spreads.

Task Dependencies mapping for sequencing

Waiting for relationships between tasks

Blocking relationships for escalation focus

References for contextual task linkage

Linked Tasks for broader execution context

Earlier blocker detection before milestone slippage

Project Notes and Public Notes

Capture execution context, decisions, and updates through internal notes and customer-safe Public Note communication.

Public Note updates for customer-safe visibility

Internal project notes for delivery discussions

Pinned notes for critical decisions

Private vs customer-safe context separation

Decision history that preserves project memory

Files, Discussions, and Activity History

Keep project attachments and discussion context centralized so teams can hand over work with minimal context loss.

Centralized files and deliverable attachments

Comments and discussion context on project work

Activity history for traceability

Audit and handover readiness

Reduced dependency on scattered chats and drives

Timesheets and Effort Tracking

Track execution effort with time entries linked to projects and tasks for weekly discipline and cost awareness.

Timesheets tied to project and task records

Time entry logging against active execution

Effort visibility for delivery managers

Weekly review cadence for data quality

Delivery cost awareness from real effort data

Project-level utilization context for staffing decisions

Customer Visibility and Controlled Sharing

When customer access is enabled, share selected progress and files while keeping internal execution details private.

Customer access controls when enabled

Customer-visible progress sharing

Selected file sharing per project needs

Internal-only notes remain private

Cleaner client communication without separate status documents

Progress, Delays, and Execution Review

Run a consistent review cadence using project status, overdue tasks, blocked work, and milestone slippage signals.

Project status review for delivery health

Overdue task monitoring and follow-up

Milestone slippage visibility for escalation

Blocked task tracking and intervention

Execution review cadence for PM and management

Manager visibility for course-correction decisions

Templates and Repeatable Project Structure

Standardize recurring delivery work with reusable project setup patterns and repeatable milestone/task structures.

Reusable project setup patterns

Recurring milestone and task structures

Standardization for onboarding and implementation projects

Faster project creation with less setup variation

Governance consistency across repeated delivery work

Reporting and Delivery Review

Support project governance with practical outputs for progress, completion, effort, and workload decisions.

Project progress summaries

Task completion and status tracking

Milestone status review outputs

Time spent by project and effort visibility

Team workload visibility in project context

Delivery review outputs for management cadence

Start with this workflow

Follow these structured steps to launch one controlled process first, then expand.

Create a project and define ownership

Create the project record

Assign the Project Owner

Set scope, dates, and project members

Define milestones and delivery phases

Confirm structure and accountability before execution starts

Create and assign tasks

Add tasks under the project

Assign task owners

Set due dates and priorities

Apply Task Type where used

Attach files or notes for context

Start execution tracking through status updates

Manage dependencies and blockers

Identify tasks that are Waiting for other tasks

Link Task Dependencies across related work

Review Blocking tasks and escalation risk

Reprioritize or escalate blockers

Confirm critical-path visibility in regular reviews

Track progress and time

Review milestone and task progress

Log time against tasks or project work

Review overdue, stalled, or blocked work

Adjust assignments and next actions

Keep status and notes current for review readiness

Share customer-safe project visibility

Choose what the customer can see

Share selected files and progress updates

Keep internal notes private

Use the project record as the source of truth

Reduce manual status-reporting overhead

Close a project cleanly

Confirm milestones are complete

Close or cancel remaining tasks with notes

Attach final deliverables and references

Record closure summary and outcomes

Preserve history for handover and reporting

Who this module is for

Project Managers

Delivery Managers

Team Leads

Project team members

Customer-facing implementation teams

Management reviewers tracking delivery health

Common problems this module helps solve

Unclear ownership across active projects

Missed milestones without early visibility

Tasks created without due dates or accountability

Hidden blockers between dependent tasks

Timesheets disconnected from actual project execution

Project context scattered across chat, files, and email

Customer updates handled outside the delivery record

Weak closure and handover discipline

Where teams apply this module

Customer implementation projects

Service delivery execution with milestone governance

Cross-team internal delivery initiatives

Recurring onboarding or rollout project structures

PM and leadership delivery health reviews

Connected records across modules

CRM and Sales provides customer and commercial context that feeds delivery projects.

Workload Planner helps review team capacity around project demand and expected effort.

Time & Attendance complements timesheets with broader attendance and policy context.

People Records supports owner and team-member context for project staffing decisions.

Smart Mentions improves collaboration and follow-up inside project notes and discussions.

Data Exporter supports audit, management reporting, and external review outputs.

Built-in Reports & Analytics

Project progress summaries for weekly delivery review

Task status and overdue task review lists

Milestone status and slippage review

Blocked and dependency review outputs

Timesheet and effort reports by project and task

Time spent by project for delivery cost awareness

Team workload visibility in project context

Closure summaries for completed projects

FAQ

Can we manage milestones and tasks in the same project?

Yes. Projects supports milestones and task execution in the same record so planning and execution stay aligned.

Can we assign clear owners and due dates?

Yes. Teams can assign Project Owners and task owners, then enforce due-date discipline for execution accountability.

Can we classify tasks by type?

Yes. Task Type allows reusable task classification for governance, filtering, and reporting consistency.

Can we track task dependencies and blockers?

Yes. Task Dependencies support Waiting for, Blocking, References, and Linked Tasks to expose risk earlier.

Can teams log time directly against project work?

Yes. Timesheets and time entries can be linked to projects and tasks for effort visibility and weekly review.

Can customers see selected progress without seeing internal notes?

Yes. Customer visibility can be controlled so shared progress is visible while internal notes remain private.

How should this module differ from Workload Planner?

Projects is for execution governance (records, milestones, tasks, dependencies, and closure). Workload Planner focuses on capacity balancing and resource pressure.

How should this module differ from Time & Attendance?

Projects tracks delivery execution and task effort. Time & Attendance tracks attendance policies, shifts, and broader workforce timekeeping.

What should project managers review every week?

Review milestone status, overdue tasks, blocked dependencies, time-entry completeness, and project-level progress notes.

Who should control project closure?

Project closure should be controlled by defined governance roles such as Project Manager or Projects Admin, with closure checklist discipline.

Plans that include this module

Confirm commercial fit before rollout planning.

Growth Plan

Business Plan

Enterprise Plan

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User guide

How to use Projects

Setup checklist, key workflows, reports, and troubleshooting.

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