Project detail

1. Project detail

   This page shows one project with its customer, status and progress. The tour walks through the workflow, deliveries, tasks and time tracking.

2. Workflow

   The stepper shows each workflow stage (Task, Approval or Gate) and its state; approval stages show approvals against the quorum. With no workflow yet, choose a template and click Apply to create the stages. Recent activity is listed underneath.

3. Active stage

   The current stage with its SLA date and linked tasks. Task and gate stages are finished with Complete stage; approval stages take Approve, Request changes or Reject, with an optional comment.

4. Deliveries

   Add Delivery records something you hand over to the customer, with an optional link. Change its status between Pending, Submitted, Approved and Rejected with the selector on each row.

5. Tasks

   All tasks of this project with their board column and priority. Tasks are created and moved on the Tasks page.

6. Time entry

   Shows total, billable and unbilled time and every time entry. Add Time logs minutes against a task, marked billable or not. If your plan does not include time tracking, an upgrade note is shown here instead.

7. Invoice unbilled time

   Adds all billable, not yet invoiced time to an invoice as a single line item. The button is disabled when there is no unbilled time; errors such as a missing hourly rate appear below it.