Projects Overview
The Projects module is where delivery happens, turning goals into tasks, boards, milestones, and timelines. It connects to CRM for customer context and to Reports for progress, so nothing lives in a separate spreadsheet.
#Purpose
To keep every piece of work organized and visible, so your team knows what to do, who owns it, and when it is due, and can deliver reliably.
#Benefits
- One place for tasks, owners, and timelines
- Visual progress with Kanban and calendar
- Milestones that keep delivery on track
- Time tracking for effort and billing
- Progress that flows into reports automatically
#Key features
Projects
Group related work with an owner and timeline.
Tasks
Break work into trackable pieces.
Kanban board
See work move across stages.
Calendar
Plan by date and deadline.
Milestones
Mark key delivery checkpoints.
Time tracking
Record effort against work.
Assignments
Give every task an owner.
Files
Keep project files in context.
#How it works
You create a project, often from a won deal in CRM, and break it into tasks with owners and due dates. The team works the tasks on a Kanban board or calendar, logs time, and hits milestones. The Project Manager AI Agent can propose the task breakdown, suggest timelines, and flag risks for your review. Progress feeds project and department reports automatically.
#Typical workflow
1
Create project
Often from a won deal.
2
Plan tasks
Owners and due dates.
3
Execute
Kanban, calendar, time.
4
Milestones
Hit key checkpoints.
5
Deliver
Complete the work.
6
Report
Progress and effort.
#Real business example
In practice
A new client signs. The project is created from the CRM deal. The Project Manager Agent (Coming Soon) will propose tasks, owners, and a sprint plan, and flags a tight milestone. Your team works the board, logs time, and delivers. Progress appears in reports without extra effort.
#Best practices
- Break work into clear, owned tasks.
- Keep statuses current so boards and reports are accurate.
- Use milestones for the checkpoints that matter.
- Review AI-proposed plans against real capacity.
#Common mistakes
- Vague tasks with no owner or due date.
- Stale statuses that make reports misleading.
- Too many milestones diluting focus.
- Treating AI plans as final without adjustment.
Avoid the usual pitfalls
Start small, review AI-assisted output before it ships, and keep permissions tight. Most module problems come from doing too much at once without confirming it works.
#Related AI departments
#Related business modules
#Frequently asked questions
Yes. A won deal can carry forward into a project so delivery starts with full context.
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