Projects & Tasks Overview
The Projects module manages delivery — projects, tasks, planning, sprints and time — from the same workspace you already use for inventory, procurement, sales and HR. It is a delivery tool that is wired into the rest of the business, not a silo.
Projects & Tasks is one connected pillar with four areas that build on each other: Task Management (projects, tasks and the board), Planning & Gantt (milestones, dependencies and the timeline), Agile Delivery (backlog, sprints and burndown), and Time, Budget & Flexibility (effort, budgets and customization). You reach it from Projects in the left navigation. What you see depends on your permissions, and the module is available on Pro and above.
Work Is Assigned To People, Not Logins
Tasks are assigned to employees — a person record, not a login seat — so someone with no account still owns work. Capacity awareness warns when a task's due date falls on the assignee's approved leave or a public holiday, and when an employee is terminated, their open tasks collect in a reassignment queue instead of being orphaned.
Tasks Link Back To Operations
A task can link to the operational record it moves — a purchase order, customer invoice, customer, asset, stock transfer or vendor — and that record shows the related work back on its own page. Delivery and operations stay one system, with no copying of IDs between tools.
The Four Areas
| Area | What it does | Guide |
|---|---|---|
| Task Management | Projects, tasks & subtasks, Kanban board, my tasks, bulk actions, comments & attachments. | This page |
| Planning & Gantt | Milestones, dependencies, Gantt timeline, critical path and baseline variance. | Planning & Gantt |
| Agile Delivery | Backlog, sprint planning, sprint board, story points, velocity, burndown. | Agile Delivery |
| Time, Budget & Flexibility | Time logging, budgets, labels, checklists, watchers, recurring tasks, templates, custom statuses. | Time, Budget & Flexibility |
A Sensible Order To Get Started
- Create a project. Give it an owner, department and dates; add tasks and assign them to employees.
- Plan the schedule. Set milestones and dependencies, then read the Gantt timeline and critical path.
- Run it. Work the Kanban board, or organize tasks into sprints for an agile cadence.
- Track effort. Log time against tasks and budgets, and report on progress in delivery analytics.
If a page or button is missing, it is almost always a permission difference for your role. See the Permissions Guide.
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