Projects
The Projects module is used to create, organize, monitor, and manage all project-related activities within the Time Management App.
Projects help users:
- Group related tasks and activities.
- Track project timelines and allocated effort.
- Monitor progress and status.
- Manage assignments and ownership.
- Organize work efficiently across teams or departments.
The Projects section acts as a centralized workspace for all ongoing and completed projects.
Accessing the Projects Moduleβ
To open the Projects section:
- Click the Menu (β°) icon from the top-left corner.
- Select Projects from the sidebar navigation.
Projects Screen Overviewβ
The Projects screen contains the following components:
- Header Section
- Projects List
- Project Information Panel
- Search and Filter Options
- Quick Action Buttons
Header Sectionβ
Located at the top of the Projects screen.
Features:
- Search Icon: Used to search projects quickly.
- Grid/List View Icon: Switch between available project display layouts.
- Add Icon: Create a new project.
- Save Icon: Save newly created or edited project details.
Projects List Panelβ
The left-side panel displays all available projects.
Each project item provides a quick summary including: Project Name, Instance Name, Current Status, Planned Hours, Start Date, End Date, and Overdue Indicator (if applicable).
Example Statuses: To Do, In Progress, Completed, On Hold.
Additional Indicators:
- Star Icon: Marks favorite or important projects.
- Overdue Label: Highlights projects that exceeded their planned completion date.
Project Information Panelβ
Clicking on any project from the project overview list will display detailed information about the selected project.
Creating a New Projectβ
To create a project:
- Open the Projects module.
- Click the β Add Icon.
- Fill in the required project information.
- Click the β Save Button.
The project will then appear in the Projects List.
Project Creation Fieldsβ
- Account: Defines which connected account or environment the project belongs to, ensuring data is stored in the correct server. Displays the currently active account and can be changed via dropdown.
- Parent Project: Used to create sub-projects under a larger project to improve hierarchy and structure (e.g., Website Migration -> UI Design).
- Assignee: Defines the user responsible for the project, clarifying ownership.
- Project Name: The primary title of the project (e.g., Mobile App Development, Website Redesign).
- Description: Detailed information including objectives, scope of work, and expected outcomes.
- Allocated Hours: Estimated time planned for the project (e.g.,
01:00= 1 Hour) to help with workload planning. - Color Indicator: Allows assigning a color to make projects easier to identify.
Planned Dates Sectionβ
Defines the expected project timeline.
- Date Range: Provides quick date selection presets (Today, This Week, This Month, Custom Range).
- Start Date: Defines when the project is expected to begin.
- End Date: Defines the planned completion date. Note: If the current date exceeds the End Date and the project is incomplete, the system may display an Overdue indicator.
Attachments Sectionβ
Allows users to upload and manage project-related files.
How to Upload: Click the Upload Icon, select a file, and wait for completion. Benefits: Keeps files centralized, improves collaboration, and syncs automatically with the server and vice versa.
Viewing and Editing Project Detailsβ
Selecting a project from the Projects List displays its details in the right-side panel. Users can review project status, timeline, allocated hours, description, assigned user, and attachments.
To edit an existing project:
- Select the project from the list.
- Click on the edit icon from the top right.
- Update the required fields.
- Click the β Save Button.
Project Status Managementβ
Projects move through different statuses during their lifecycle.
| Status | Description |
|---|---|
| To Do | Project has not started |
| In Progress | Work is currently ongoing |
| Completed | Project work is finished |
| On Hold | Temporarily paused |
Searching and Favoriting Projectsβ
- Searching: Click the Search Icon and enter the Project Name. Matching projects are displayed instantly.
- Favorites: Projects can be marked as favorites using the Star Icon for faster access and easier navigation.
Project Overview Swipe Actionsβ
From the Projects List overview, swipe any project item to the left to reveal three action icons:
- View: Opens the detailed page of the selected project.
- Start: Starts the project timer, records time automatically, and creates a timesheet entry.
- Pause: Stops the active timer and pauses time tracking.
Filter Projects by Stageβ
The Filter by Stage feature allows users to quickly view projects based on their current status.
Accessing the Filter:
- Navigate to the Projects module.
- Click the Floating Action Button (FAB) at the bottom-right corner.
- A filter panel titled βFilter by Stageβ will appear displaying available options (Open Projects, All Stages, To Do, In Progress, Done, Cancelled).
How it Works: When a stage is selected, the Projects List refreshes automatically to display only matching projects (e.g., selecting In Progress will display only projects currently under active development). By default, all stages will be displayed when opening a project list overview. Users can change or clear the filter by opening the panel again and selecting All Stages.