Open App

Projects

Projects give you a structured way to organise related work. Each project contains a hierarchy of activities — Task Lists, Tasks, Milestones, and Issues — all managed in one place.

Requires the Projects add-on.


Creating a project

  1. Go to TaskPro → Projects.
  2. Click + New Project.
  3. Fill in: Project Name (required).
  4. Optionally set: description, start date, end date, assigned users, and tags.
  5. Click Save.

Project activity types

Within a project, work is organised using four activity types:

Type Description
Task List A group of tasks (like a sprint or section)
Task An individual work item within a task list
Milestone A key checkpoint or deliverable
Issue A bug report or problem to resolve

Building the project structure

  1. Open a project.
  2. Click + Add to create a Task List.
  3. Inside the task list, click + Add Task to create tasks.
  4. Add Milestones and Issues at the project level.

Activities can be nested: a Task List contains Tasks; Milestones and Issues sit at the top level.


Activity fields

Each project activity supports:

Field Description
Title Name of the activity
Description Detail, acceptance criteria, or notes
Start Date When work begins
Due Date Deadline
Priority None / Low / Medium / High / Urgent
Status Open / In Progress / Completed / Cancelled
Assigned To User responsible
Tags Labels for filtering

Updating activity status

Update status directly from the project tree view or the activity detail page. Status changes are recorded in the activity log.


Comments and documents

  • Comments — add discussion on any task, milestone, or issue.
  • Documents — attach relevant files at the project level or on individual activities.

Project-level activity log

View a full audit trail of all changes made within a project:

  1. Open the project.
  2. Click the Activity Log tab.

Filtering projects

Filter the project list by:

  • Status
  • Assigned user
  • Date range
  • Tags

Tips

  • Use Task Lists to represent sprints or phases — e.g. "Week 1", "Design Phase", "Testing".
  • Use Milestones to mark key deliverables that stakeholders care about.
  • Log time on project tasks for accurate project cost tracking.