Guides

How to use: View all operational projects by opening the Operation Projects dashboard—this shows active projects with their status, progress percentage, and project leads. Click on any project card to see full details including objectives, timeline, budget, and team members. Create a new operational project by clicking "New Project" and filling in the project name, description, start and end dates, and budget if applicable. Add team members by clicking "Add Member" and selecting from your organization's staff list. Define project phases by creating milestones with specific dates and deliverables. Break down phases into individual tasks using the "Add Task" button within each phase. Set task dependencies by linking tasks that must be completed before others can start—this creates an automatic sequence. Track project progress by updating task completion status and marking milestones as done. Upload relevant documents to the project's file section for easy team access. Use the timeline or Gantt chart view to visualize the project schedule and identify potential delays. Communicate with the project team using the discussion or comments feature—tag specific members using @ mentions. Update project status (on track, at risk, delayed) so leadership understands current situation. Generate project reports showing time spent, budget used, and completion percentage. Archive completed projects to keep your active list manageable while preserving project history.