Guides

Operation — Manage Projects, Tasks, and Teams

The Operation plugin helps you organize and track your team's work through projects, tasks, and teams.

Projects

The Projects section lets you create and manage projects.

How to open Projects

1. In the left sidebar, click Plugins.
2. Select Operation.
3. Click Projects.

The Projects page shows all existing projects with columns for Name, Priority, Status, Tags, and Team.

Creating a new project

1. Click the + Add project button at the top right.
2. The New project panel opens.

Fill in the project details:

• Project Name
• Status: Todo, In progress, Done, etc.
• Priority: Low, Medium, High, etc.
• Assignee
• Start Date
• End Date
• Teams
• Tags
• Description

You can also add rich text content in the description area using headings.

1. Click Save.

The new project appears in the Projects list.

Project overview

Click on a project name to open its overview page.

The overview shows:

• Project status, priority, assignee, and dates
• Project description with headings
• Project Report with progress stats: Total, Started, Completed
• Tabs for Overview and Tasks
• Notes section at the bottom

Custom project properties

You can add custom fields to projects through settings.

1. Go to Settings → Properties → Operation Project Properties.
2. The page shows core properties like Name, Status, Priority, Lead, Members, Teams, Tags, Start date, Target date, and Description.

1. Click + Add field to add a custom property.
2. Fill in:
   • Icon
   • Name
   • Code
   • Description
   • Group
   • Type
   • Show in card option
   • Logic rules

1. Click Add Property.

The custom property will appear on the project overview page.