Projects & tasks
Projects, tasks, work logs, job cards and collaboration.
Projects & tasks
Projects with teams, files and work logs; tasks with types, job cards, time entries and kanban.
Projects
Projects (/dashboard/projects):
- Views — card, list and calendar.
- Star and archive — favourites and completed projects.
- Project detail:
- Team management — members with roles.
- Work logs — time and notes logged per project.
- Files — folders, notes and documents per project.
- Settings and a share dialog.
- Invoices per project — link project work to invoices.
- The sidebar renders the live project tree — projects, folders, notes and documents navigable directly.
Tasks
Tasks (/dashboard/tasks):
- Views — list, card, calendar and kanban.
- Task types — user-defined types, managed from the sidebar; tasks are typed for filtering and reporting.
- Job cards — a task detail with subtasks, time entries, delivery-note items and status transitions; photo proof on start/finish.
- Time entries — start, stop, pause and resume against a task.
- Transfer — move tasks between workers.
- AI-assisted generation — generate tasks and subtasks from a description with the AI generator (see System & admin).
Collaboration
Shared documents, notes, comments and folders across projects and tasks:
- Documents with upload and versioning.
- Comments and replies with threads.
- Folders to organise files.
Related
- Tools & assets — tools assigned to jobs.
- Mobile worker — tasks, job cards and time entries in the field.
- Mobile manager — project overview on mobile.