Overview #
Taskip’s Project Management feature allows users to create, manage, and track projects efficiently. Users can assign team members, set priorities, define statuses, and categorize projects for streamlined collaboration.

Features #
- Project Creation: Create new projects with detailed information, including name, contact, assignees, manager, priority, and status.
- Task Progress Tracking: Monitor project progress with completion percentages.
- Categorization & Prioritization: Assign categories, priorities, and tags for better organization.
- User Roles & Visibility: Assign project managers, assignees, and set project visibility as public or private.
- Deadline Management: Define project start and end dates.
- Rich Description Support: Add detailed project descriptions using a rich text editor.
- Project Filters: View projects based on draft, pinned, working, completed, or archived status.
How to Use #
1. Accessing Project Management #
- Navigate to the Projects section from the sidebar menu.
- Click on + New Project in the top right corner.

2. Creating a New Project #
- Click on + New Project.
- Fill in the required fields:
- Project Name: Enter a unique name.
- Select a Contact: Choose an associated contact.
- Select an Assignee: Assign team members.
- Select Project Manager: Define the manager for this project.
- Select Status: Set the current project status.
- Select Priority: Choose from High, Medium, or Low.
- Select Category: Assign a category.
- Select Tags: Add relevant tags.
- Description: Provide project details using the rich text editor.
- Start & End Date: Define the project timeline.
- Project Visibility:
- Public: All team members can access.
- Private: Only the creator and collaborators can access.
- Click Create Project to save.


3. Managing Projects #
- Viewing Projects: Browse existing projects categorized under different statuses.
- Filtering: Use search and filters to find specific projects.
- Editing Projects: Click on a project to update details.
- Archiving Projects: Move completed or outdated projects to the archive.
4. Tracking Progress #
Each project card displays:
- Completion Progress: Tasks completed vs. total tasks.
- Priority Label: High, Medium, or Low.
- Project Tags: Helps in categorization.
- Project Dates: Start and end date for tracking deadlines.
Conclusion #
Taskip’s Project Management module is designed to simplify project tracking and improve team collaboration. By organizing tasks effectively, setting clear priorities, and tracking progress, teams can ensure timely project completion.