Projects

The Projects module allows you to create, organize, and manage all projects within your organization. It provides both Card View and List View, making it easy to monitor project information, assign project managers, manage team members, and track project progress.

From this screen, you can:

View projects in Card View or List View.
Search for projects.
Create a new project.
Edit project details.
Add or remove project members.
Delete projects.
Open the Project Details page.

Project List & Card View

The Projects screen supports two viewing modes.

Card View

Click the Card View icon in the top-right corner to display projects as cards.

Each project card displays:

Project Name
Task Count
Project Manager
Actions (Edit, Delete)

List View

Click the List View icon to display projects in a table format.

The list includes:

Project Name
Task Count
Project Manager
Actions (Edit, Delete)

Search Projects

Use the Search box to quickly find a project.

You can search using:

Project Name
Project Manager

Matching results are displayed automatically as you type.

Edit a Project

To modify a project:

Click the More Options (⋮) icon.
Select Edit.

The Edit window contains two tabs:

Project Details
Members

Project Details

The Project Details tab allows you to update project information.

You can modify:

Project Profile Image
Project Name
Description
Duration
Project Manager

After making changes:

Click Save Changes to update the project.
Click Discard Changes to cancel all modifications.

Members

The Members tab allows you to manage project members.

From this tab, you can:

Add new members.
Remove existing members.
View all assigned members.

Changes take effect after saving.

Delete a Project

To delete a project:

Click the More Options (⋮) icon.
Select Delete.

A confirmation dialog will appear.

Confirmation Message

Delete Project?

This action will permanently remove the selected project from your organization.

If the project contains tasks, sprint data, or assigned members, ensure all required work has been completed or reassigned before deleting the project.

Choose one of the following options:

Delete — Permanently removes the project.
Cancel — Closes the confirmation window without deleting the project.

Project Details Page

Click a project from either the Card View or List View to open the Project Details page.

The Project Details page contains the following tabs:

Timeline
Backlog
Sprint
Board
Members
Settings

Workflow

Open Projects
        ↓
Choose Card View or List View
        ↓
Search Existing Projects (Optional)
        ↓
Click Add Project
        ↓
Enter Project Information
        ↓
Create Project
        ↓
Add Members Now or Later
        ↓
Project Created Successfully
        ↓
Open Project Details
        ↓
Manage Timeline, Backlog, Sprint, Board, Members, and Settings

Quick Summary

The Projects module enables you to:

View projects in Card View or List View.
Search and manage projects.
Create new projects.
Assign Project Managers.
Add or remove project members.
Edit project details.
Delete projects.
Manage project timelines, backlogs, sprints, boards, members, and settings.