Managing Projects
Learn how to create, organize, and manage projects in Custojo
Managing Projects
Custojo's project management features help you organize your work, track progress, and collaborate with your team. This guide covers everything you need to know about creating and managing projects.
Streamline Your Workflow
Projects in Custojo provide a centralized workspace for organizing tasks, tracking time, sharing files, and collaborating with your team. Whether you're managing client work or internal initiatives, Custojo's project tools help you deliver on time and within budget.
Project Basics
What is a Project in Custojo?
A project in Custojo is a container for organizing related tasks, files, discussions, and other work items. Projects can represent:
- Client work
- Internal initiatives
- Product development
- Marketing campaigns
- And more
Each project has its own dashboard, task list, file storage, and collaboration tools.
Creating a New Project
Navigate to Projects
Click on "Projects" in the main navigation sidebar, then click the "+ New Project" button in the top-right corner.
Enter Project Details
Fill in the following information:
- • Project Name: A clear, descriptive name
- • Client: Select an existing client or create a new one
- • Start Date: When the project begins
- • Due Date: When the project should be completed
- • Description: A brief overview of the project goals and scope
- • Project Manager: The team member responsible for overseeing the project
Configure Project Settings
Choose additional settings:
- • Project Type: Select from templates like "Web Development," "Design," "Consulting," etc.
- • Billing Method: Choose between hourly, fixed price, or retainer
- • Budget: Set financial parameters for the project
- • Team Members: Add people who will work on the project
- • Tags: Add labels to categorize and filter projects
Create Project
Click "Create Project" to finalize. You'll be redirected to the new project dashboard.
Pro Tip: Take time to properly set up your project at the beginning. A well-structured project with clear goals and milestones will save you time and prevent confusion later.
Project Dashboard
Key Components
The project dashboard provides an overview of all project-related information:
Project Summary
Overview of status, progress, and key metrics
Task Board
Visual representation of tasks organized by status
Timeline
Gantt chart showing project schedule and milestones
Team
List of team members assigned to the project
Files
Repository for project documents and assets
Discussions
Thread-based communication about the project
Time Tracking
Record of hours spent on project tasks
Invoices
Financial records related to the project
Managing Tasks
Tasks: The Building Blocks of Projects
Tasks are the building blocks of projects in Custojo. They represent individual units of work that need to be completed.
- 1
Navigate to the project's Task Board
- 2
Click "+ Add Task"
- 3
Enter task details:
- • Title
- • Description
- • Assignee
- • Due date
- • Priority (Low, Medium, High, Urgent)
- • Estimated hours
- • Tags
Team Collaboration
Assigning Team Members
- 1
Navigate to the project's Team tab
- 2
Click "Add Team Member"
- 3
Select from your workspace members or invite new people
- 4
Assign roles and permissions:
- • Admin: Full control over the project
- • Member: Can create and edit tasks
- • Viewer: Can only view project information
Communication Tools
Custojo offers several ways to communicate within projects:
Comments
Add notes to specific tasks
Discussions
Create threaded conversations about project topics
@mentions
Tag team members to notify them
File sharing
Attach documents directly to tasks or discussions
Time Tracking
Tracking Hours
- 1
Select a task
- 2
Click "Track Time"
- 3
Choose to:
- • Start a timer
- • Add time manually
- 4
Add notes about the work performed
- 5
Save the time entry
Time Reports
Generate reports to analyze time spent:
- 1
Go to the project's Reports tab
- 2
Select "Time Report"
- 3
Filter by:
- • Date range
- • Team member
- • Task type
- • Billable/non-billable
Project Templates
Save Time with Templates
Save time by creating templates for recurring project types.
Creating a Template
- 1
Set up a project with the desired structure, tasks, and settings
- 2
Go to Project Settings
- 3
Click "Save as Template"
- 4
Name your template and add a description
- 5
Choose which elements to include (tasks, team roles, files, etc.)
Using a Template
When creating a new project, select "Use Template" and choose from your saved templates.
Templates save time and ensure consistency across similar projects.
Project Analytics
Monitor Project Performance
Monitor project performance with built-in analytics:
Available Metrics
Progress
Percentage of completed tasks
Time Tracking
Planned vs. actual hours
Budget
Planned vs. actual costs
Timeline
On-time vs. delayed tasks
Team Performance
Productivity and workload distribution
Generating Reports
- 1
Go to the project's Reports tab
- 2
Select the type of report you need
- 3
Configure filters and parameters
- 4
Export as PDF, CSV, or share directly
Project Archiving
When a Project is Complete
- 1
Go to Project Settings
- 2
Click "Archive Project"
- 3
Confirm the action
Archived projects:
- Are removed from active project lists
- Remain accessible in the Archives section
- Can be restored if needed
Best Practices
Project Management Best Practices
- Clear Structure: Create a logical task hierarchy
- Regular Updates: Encourage team members to update task statuses daily
- Time Tracking: Record hours consistently for accurate reporting
- Documentation: Use the Files section to store important project documents
- Communication: Keep discussions organized by topic
Next Steps
Reports & Analytics
Learn how to generate and interpret business reports.
Account Settings
Configure your profile and workspace preferences.
Pro Tip: Consider creating project templates for your most common project types to save time and ensure consistency across your team.