Project Management

Master comprehensive project management with EcoHexagon's 10-tab interface featuring Gantt charts, Kanban boards, team collaboration, and complete project lifecycle tracking.

🎯 Configure Your Projects

Customize project templates, team permissions, and automation workflows:

Access Project Settings →

🚀 Project Creation & Setup

Add Project form with fields for Title, Client, Start Date, and Deadline highlighted

📋 Standard Project Creation

Navigate: Click "Projects" in sidebar
Create: Click "Add Project" button
Essential Info: Title, Client, Start Date, Deadline
Optional Details: Price, description, labels
Save: Click "Save" to create project

⚙️ Advanced Configuration

Budget Tracking: Enable cost monitoring
Time Integration: Enable for billing purposes
Team Setup: Assign manager and members
Client Portal: Configure access permissions

🎯 Project Example: "Website Redesign"

Client: Acme Corporation
Budget: $15,000
Timeline: 3 months
Labels: "Web Development", "Priority", "Q3 2025"

Project Templates: Save time by creating reusable project templates in General Settings

📊 Project Views & Visualization

📈 Gantt Chart Timeline

Gantt chart view showing project timeline with task bars and dependencies

Visual Timeline: See task durations and project progress
Dependencies: Link related tasks with dependency lines
Critical Path: Identify project bottlenecks
Drag & Drop: Adjust timelines and dependencies easily

🎯 Kanban Board Workflow

Kanban board view showing tasks organized into status columns

Visual Workflow: To Do, In Progress, Testing, Done
Drag Tasks: Move between status columns easily
WIP Limits: Control work in progress
Team Focus: See who's working on what

View Customization: Configure default project views and board settings in Project Settings

🏗️ Complete Project Interface (10 Tabs)

EcoHexagon provides a comprehensive 10-tab project management system for complete project lifecycle management.

Access Full Interface: https://ecohexagon.com/[workspace]/rs/projects

📊 Real-Time Project Metrics

Progress: 65% completion tracking
Timeline: Start date to deadline
Hours: 127 hours worked
Budget: $8,750 of $15,000 spent

⚡ Quick Actions

Start Timer: Begin time tracking
Actions Menu: Project operations
Settings: Configuration options
Reminders: Milestone alerts

📈 Activity Overview

Live Updates: Team actions and progress
Task Status: 5 To Do, 3 In Progress, 8 Done
File Activity: Document uploads
Communication: Team discussions

📋 Core Management Tabs (1-4)

Tab 1 - Overview: Activity dashboard with real-time updates
Tab 2 - Tasks List: Detailed task management with 11 columns
Tab 3 - Kanban Board: Visual workflow with drag-drop
Tab 4 - Gantt Chart: Timeline visualization with dependencies

🎯 Project Organization Tabs (5-6)

Tab 5 - Milestones: Key deliverables and checkpoints
Tab 6 - Timesheets: Time tracking and billing integration

📁 Collaboration Tabs (7-8)

Tab 7 - Files: Document management with version control
Tab 8 - Notes: Project communication and decision log

💰 Business Management Tabs (9-10)

Tab 9 - Expenses: Cost tracking and budget management
Tab 10 - Team: Member assignments and performance

🔄 Tab Navigation Best Practices

Start with Overview: Check activity and status daily
Use Kanban for Updates: Quick task status changes
Review Gantt Weekly: Monitor timeline and dependencies
Track Time Consistently: Use Timesheets for accurate billing

Interface Access: For full 10-tab functionality, always use workspace URL pattern: Configure in Project Settings

🔧 Troubleshooting & Solutions

🚨 Interface Access Issues

Problem: Only seeing 5 tabs instead of 10 project tabs

📋 Solution Steps

Use Full URL: https://ecohexagon.com/[workspace]/rs/projects
Verify Permissions: Check user access level
Browser Refresh: Clear cache and reload

📊 View Display Problems

🔧 Common Fixes

Empty Gantt Chart: Ensure tasks have start dates and deadlines
Missing Kanban Tasks: Assign proper status to all tasks
Time Tracking Issues: Enable in project settings and verify assignment
Budget Problems: Check hourly rates and time categorization

Additional Support: For persistent issues, check team permissions or contact administrator

🚀 Advanced Features & Automation

⚡ Project Automation

Task Templates: Recurring project types
Progress Alerts: Automated notifications
Milestone Reminders: Deadline alerts
Invoice Generation: From time entries

📊 Project Analytics

Performance Metrics: Efficiency tracking
Budget Analysis: Profitability monitoring
Resource Optimization: Team capacity
Client Satisfaction: Success tracking

🔄 Template System

Save Templates: Successful structures
Quick Setup: Faster initiation
Standard Workflows: Consistency
Best Practices: Proven workflows

Automation Setup: Configure project templates, notifications, and analytics in Integration Settings

📈 Complete Project Workflow Example

End-to-End Project: "Website Redesign" - Complete website redesign with modern UI/UX

🚀 Phase 1: Project Setup

Project Creation: Create with $15,000 budget
Team Assignment: PM, designer, developer
Timeline: 3-month timeline with milestones
Client Portal: Enable progress tracking

📋 Phase 2: Task Planning

Task Breakdown: 15 tasks across disciplines
Dependencies: Link tasks in Gantt chart
Resource Allocation: Skill-based assignments
Milestones: 4 major checkpoints

⚙️ Phase 3: Execution & Monitoring

Daily Progress: Kanban board updates
Time Tracking: Accurate billing data
File Management: Design and documentation
Communication: Project notes system

✅ Phase 4: Completion & Review

Final Review: QA and testing
Client Delivery: Project presentation
Project Closure: Reports and documentation
Analysis: Performance and lessons learned

✅ Complete Result: Successful website delivery with full documentation, time tracking, and client satisfaction

Project Templates: Save this workflow as a template for future website projects in Project Settings

Essential Project Workflows

🎯 Core Project Workflows

Project Lifecycle Management: Create project → Assign team → Track progress → Invoice completion (ongoing process)
Team Collaboration: Configure team permissions and enable collaboration features (ongoing)
Financial Integration: Link projects to billing workflows for automated invoicing (monthly)

✅ These workflows ensure projects are delivered on time, within budget, and to client satisfaction.

🆘 Project Management Help Resources

Get Project Management Help

Quick Help: Troubleshooting Section Above - Common project issues
Detailed Guidance: Settings & Configuration - Configure advanced project features and integrations
Advanced Features: Time Tracking & Collaboration - Team productivity and project tracking
Expert Support: Project Reporting - Analytics and performance tracking