Project Management

Plan, track, and manage projects and tasks with a comprehensive project management system

Project Management

Overview

The Project Management module in Custojo provides a comprehensive solution for planning, tracking, and managing your projects and tasks. This powerful module helps you organize your work, collaborate with team members, track progress, and ensure projects are completed on time and within budget.

Note:

The Project Management module serves as a central hub for all project-related activities, making it easier to manage resources, track progress, and ensure successful project delivery.

Key Features

  • Project Creation: Set up projects with detailed information and milestones
  • Task Management: Create, assign, and track tasks within projects
  • Team Collaboration: Work together with team members on projects
  • Time Tracking: Monitor time spent on tasks and projects
  • Milestone Tracking: Set and monitor project milestones
  • File Sharing: Upload and share project-related documents
  • Project Discussions: Communicate with team members within projects
  • Progress Tracking: Monitor project completion status
  • Client Access: Allow clients to view project progress
  • Gantt Charts: Visualize project timelines and dependencies
  • Kanban Boards: Manage tasks with visual workflow boards
  • Project Templates: Create reusable templates for similar projects

Project Management Views

List View

View projects and tasks in a traditional list format.

List View Features:

  • Sortable columns for easy organization
  • Filtering options to focus on specific projects
  • Detailed project information at a glance
  • Quick actions for common project tasks
  • Hierarchical view of projects and tasks
  • Status indicators for project progress

Project Workflow

1

Create a Project

Set up a new project with name, description, start/end dates, and budget.

2

Define Milestones

Create key milestones to mark important project phases and deliverables.

3

Add Tasks

Break down the project into manageable tasks with descriptions and deadlines.

4

Assign Resources

Assign team members to tasks based on skills and availability.

5

Track Progress

Monitor task completion and overall project progress.

6

Manage Issues

Identify and resolve any issues or roadblocks that arise.

7

Complete Project

Mark tasks and the overall project as complete when finished.

Task Management

The Project Management module provides comprehensive task management capabilities:

  • Task Creation: Create detailed tasks with descriptions, due dates, and priorities
  • Task Assignment: Assign tasks to team members
  • Subtasks: Break down complex tasks into smaller subtasks
  • Task Dependencies: Set up dependencies between tasks
  • Time Tracking: Log time spent on tasks
  • Task Comments: Discuss tasks with team members
  • File Attachments: Attach relevant files to tasks
  • Task Status: Track task progress (Not Started, In Progress, Completed)
  • Task Priorities: Set task priorities (Low, Medium, High, Urgent)
  • Task Filtering: Filter tasks by various criteria
  • Task Notifications: Receive notifications about task updates

Time Tracking

Track time spent on projects and tasks:

  • Manual Time Entry: Log time spent on tasks manually
  • Timer: Use a built-in timer to track time in real-time
  • Time Reports: Generate reports on time spent by project, task, or team member
  • Billable Hours: Mark time entries as billable or non-billable
  • Time Approval: Approve time entries submitted by team members
  • Time Export: Export time data for invoicing or reporting

Integration with Other Features

The Project Management module integrates seamlessly with other Custojo features:

  • Invoice Management: Generate invoices based on project time entries
  • Customer Management: Link projects to specific customers
  • Human Resources: Manage team member assignments and workloads
  • File Management: Store and share project-related documents
  • Calendar: View project deadlines and milestones in a calendar
  • Reporting: Generate detailed project performance reports

Best Practices

  • Break down projects into manageable tasks and subtasks
  • Set realistic deadlines and milestones
  • Regularly update task status and project progress
  • Use the appropriate view (list, kanban, gantt) for different project management needs
  • Track time consistently to maintain accurate project records
  • Communicate with team members through project discussions
  • Review project performance to identify areas for improvement
  • Create project templates for recurring project types

Project Reporting

The Project Management module includes powerful reporting capabilities:

  • Project Status Reports: Overview of project progress and status
  • Task Completion Reports: Analysis of completed vs. outstanding tasks
  • Time Reports: Breakdown of time spent on projects and tasks
  • Budget Reports: Comparison of planned vs. actual project costs
  • Team Performance Reports: Analysis of team member contributions
  • Milestone Reports: Tracking of milestone achievement
  • Custom Reports: Create tailored reports for specific needs

For more information on setting up and configuring the Project Management module, see the Project Management Setup guide.