Skip to main content

Project Management

Accessing Project Management​

To access the project management system, follow these steps:

  1. In the top left corner of the screen, click on the company logo
  2. Select User → HRM

Access HRM

1. Task Management​

1.1. Creating New Tasks​

To create a new task in a project:

  1. Click the "+ Add Task" button

  2. Fill in all required information in the form:

    • Detailed description

  3. Click the "Create" button to complete

Video demo: https://youtu.be/jgqbz7BLjDU

1.2. Editing/Deleting Tasks​

To edit information of an existing task:

  1. Click the "Edit" button
  2. Update the necessary information in the form
  3. Click the "Save" button to save changes

Edit task

1.4. Additional Task Features​

  • Comment: Not Implemented.
  • File Attachment Management: Upload, download, and preview file attachments when viewing/adding/editing tasks

2. Project Management and Permissions (Moderator Required)​

2.1. Project Management​

Creating New Projects​

To create a new project:

  1. In the top left area of the HRM screen, in the My Project section
  2. Click the "+" button
  3. Fill in all required information in the form:
    • Project name
    • Project description
    • Expected start and end dates
    • Project objectives
  4. Click the "Create" button to create the project

Create new project

Editing Projects​

To update project information:

  1. In the My Project section, select the project to edit
  2. Click the "[✏️]" button (pencil icon)
  3. Update the necessary information
  4. Click the "Save" button to save changes

Edit project

Deleting Projects​

To delete a project:

  1. In the My Project section, select the project to delete
  2. Click the "[🗃️]" button (trash can icon)
  3. Select "OK" to confirm deletion or "Cancel" to abort

Delete project

2.2. Team Members Management​

Adding Members to Project​

To add new members to a project:

  1. Select the project you want to add members to
  2. In the bottom left area of the HRM screen, in the Team Members section
  3. Click the "[+] Member" button
  4. Select appropriate Role for the member
  5. Choose members from the employee list
  6. Click the "Select Employee" button to complete

Add members

Changing Member Roles​

To change a member's role in the project:

  1. In the Team Members section, find the member whose role needs to be changed
  2. Click the "🔄" button (change icon)
  3. Select the desired new role
  4. Confirm the change

Change member role

Removing Members from Project​

To remove a member from the project:

  1. In the Team Members section, find the member to remove
  2. Click the "👤-" button corresponding to that member
  3. Select "OK" to confirm removal or "Cancel" to abort

Remove member

2.3. Project Permissions​

Main permission types in projects:

  • Project Manager: Full authority to manage projects and members
  • Team Lead: Manage tasks and monitor team progress
  • Member: Execute assigned tasks and update progress
  • Viewer: Only allowed to view project information

Note: Only users with Moderator privileges or higher can create new projects and manage member permissions.