Creating Projects, Assigning Members, and Managing Tasks

Suggestions:
Doc categories
Kanban board for project task management

Creating a New Project

Go to Projects → Add Project, enter the project name, description, expected start/end dates, and select the related customer (if it's a project for an external client).

Adding Members

In the project detail's Members tab, add participating employees and assign their project role (project manager, contributor, etc.).

Managing Tasks and Priority

Create specific tasks within the project, assign an owner, a deadline, and a priority level (Low/Medium/High/Urgent). Tasks are shown on a Kanban board by status: To Do → In Progress → Pending Review → Done.

Tracking Progress

The project overview screen shows task completion rates, letting the project manager gauge overall progress without asking each member individually.

Tip: Use the "Urgent" priority sparingly so it keeps its warning value when members look at the task board.
Free trial

Ready to digitize your HR process?

Start your free trial today, no credit card required.