Project Management
Plan, track, and deliver — with boards, timelines, and direct links to your business data.
Key Capabilities
From quick task lists to full project planning with Gantt charts and milestones.
Kanban Boards & Task Lists
Drag tasks across status columns (Not Started → In Progress → Blocked → Done). Assign team members, set priorities, add labels, and track subtasks — all from a clean board or list view.
Gantt Charts & Timelines
Visualize your project schedule with interactive Gantt charts. Drag to adjust dates, see dependencies, and track milestone progress. Timeline view groups tasks by week or month for a lighter alternative.
Dependencies & Milestones
Define task dependencies (finish-to-start) with circular dependency detection. Group tasks under milestones with target dates and automatic progress tracking.
Cross-Module Links
Link any task directly to an Invoice, Purchase Order, or Sales Order. Search and attach from within the task — your project plan stays connected to your real business transactions.
How It Works
Create a Project
Set up a project with a name, description, start and due dates. Add team members with role-based access (Admin, Editor, Viewer). Or start from a saved template to skip the setup.
Plan & Assign
Break work into tasks and subtasks. Set priorities, due dates, and labels. View progress on the Kanban board, Gantt chart, or timeline. Add milestones for key deadlines.
Track & Deliver
Watch the project dashboard for status breakdowns, completion trends, overdue alerts, and per-member workload. Export to Excel or PDF when you need to share progress outside the system.
Multiple Ways to View Your Work
Every project offers four built-in views so your team can work the way they prefer — whether that's a visual board, a detailed timeline, an interactive chart, or a personal task list.
- Kanban Board — tasks grouped by status in draggable columns; see assignee, priority, labels, subtask progress, and due date at a glance
- Gantt Chart — interactive bar chart with drag-to-reschedule, dependency arrows, milestone markers, and progress bars powered by Frappe Gantt
- Timeline View — tasks grouped by week or month; a lightweight alternative to Gantt for teams that just need to see what's coming up
- My Tasks — a personal dashboard showing every task assigned to you across all projects, with overdue highlighting and quick status updates
- Project Dashboard — status breakdown chart, completion trend over 8 weeks, workload per team member, overdue alerts, and activity feed
Templates, Recurring Tasks & Automation
Save a project's structure as a reusable template — tasks, subtasks, priorities, and due date offsets included. Set tasks to recur daily, weekly, or monthly so routine work creates itself.
- Project Templates — save any project as a template with all its tasks, subtask hierarchy, priorities, notes, and relative due date offsets
- Create from Template — spin up a new project from a template in one click; tasks are created with due dates calculated from the project start date
- Recurring Tasks — set any task to repeat daily, weekly, or monthly; completed tasks automatically generate the next occurrence
- Todo Migration — convert existing simple todos into full project tasks without re-entering data
- In-app Notifications — get notified when you're assigned a task, mentioned in a comment, or when a task you're watching changes status
Collaboration & Access Control
Add team members to projects with role-based permissions. Comment on tasks with threaded replies and @mentions. Attach files, watch tasks for updates, and see a full activity history of every change.
- Three roles — Admin (full control), Editor (create and manage tasks), Viewer (read-only access) — enforced on every action
- Task Comments — threaded replies with @mention support that triggers notifications to the mentioned user
- File Attachments — attach documents to any task with file size tracking and per-user upload attribution
- Task Watchers — follow tasks you care about and get notified on status changes, comments, and assignments
- Activity Log — every action (task created, status changed, member added, comment posted) is recorded with timestamp and user
- Global Search — find tasks, projects, and comments across all your projects from one search bar
Works Seamlessly With
Manage Projects Inside Your ERP
Plan work, track progress, and link tasks directly to invoices, POs, and sales orders — no third-party tools needed.