Articles in this category Project Management Quick Start This quick start covers the essentials: create your first project, break it into milestones, add tasks, and track everything to completion from the dashboard. Once you are comfortable with these steps... Admin Settings Path: Admin -> System -> Project Settings The settings page is organized into four tabs. Module Settings Projects Project List Path: Projects -> Projects The project list shows all projects in a sortable, filterable table. Tasks Task List Path: Projects -> Tasks Shows all tasks across all projects. Milestones Milestone List Path: Projects -> Milestones Shows all milestones across all projects. Team Members Viewing the Team Path: Edit a project → Team (taskbar) Shows all team members for the project with thei Kanban Board Path: Projects -> Projects → select a project → Board (taskbar) The Kanban board displays tasks as d Gantt Chart Path: Projects -> Projects → select a project → Gantt (taskbar) A timeline view of project tasks and Calendar View Path: Projects -> Projects → select a project → Calendar (taskbar) A monthly calendar view showing task due dates and milestone dates for the selected project, color-coded by project color. Click a... Project Dashboard Path: Home → select a project from the sidebar The project dashboard is the central hub for monitoring a In-App Notifications The module sends in-app notifications via NolaPro's notification bell in the top-right corner. You receive a notification when: A task is assigned to you.A task you are assigned to or watching chang Reports Path: Projects -> Reports Three reports are available from the project list taskbar. Project Summary Time Tracking Time tracking lets you log hours against tasks and projects, run a live timer, review weekly timesheets, and turn billable hours into Service Orders. Enable it in Admin -> System -> Project Sett... Workload Path: Projects -> Tasks → Workload (taskbar) The Workload view shows team capacity at a glance. Each Task Dependencies Task dependencies define "finish-to-start" relationships: a task depends on another task completing first. Dependencies are added from the Dependencies tab on the task Recurring Tasks Recurring tasks automatically generate new tasks on a schedule. Path: Projects -> Recurring Recurring Task List Project Templates Templates save a project structure (milestones and tasks) for reuse across new projects. Path: Projects -> Templates Template List Email Notifications The module sends email notifications for key events, respecting per-user preferences. Notification Events EventRecipients How to Create a Project from a Template A project template is a reusable blueprint that holds an ordered set of milestones and tasks, each with its own priority, estimated hours, duration, a day-offset from the project start date, and a tea... How to Set Up Recurring Project Tasks A recurring task is a saved template plus a schedule. The template holds the details every generated task will carry (title, description, project, priority, status, assignee, estimated hours), and the... How to Log Billable Project Time and Bill It Through a Service Order Project time is logged against a project or one of its tasks, either by entering hours directly or by running a live timer. Each entry carries a billable flag, and its bill and cost rates are resolved...
