User Guide

Welcome to the Project Management platform. This guide walks you through everything you need to know as a team member to log your time, manage your tasks, and stay on top of your work.

1. Getting Started
How to Log In
  1. Open the application URL in your browser.
  2. Enter your email and password.
  3. Click Login.

If you have forgotten your password, click Forgot Your Password? on the login page. This sends a reset request to your administrator. Once they enable the reset, you will be able to set a new password from the login page.


Navigating the App

After logging in, you will see the Dashboard. The left sidebar has your main navigation:

  • Dashboard — Your overview page
  • My Work
    • My Timesheet — Log and view your time entries
    • My Tasks — View and manage your assigned tasks
    • My Projects — See the projects you are part of

The top bar shows your name and a notification bell where you can check new notifications.

2. Dashboard

The Dashboard gives you a quick overview of your current work.

My Tasks Widget

Shows your top 5 active tasks (not completed or cancelled) sorted by due date. You will also see counts of how many tasks are in each status:

  • To Do — Not yet started
  • In Progress — Currently being worked on
  • Review — Completed and awaiting review
My Timesheet Widget

Shows your current week's time summary:

  • Total Hours logged this week
  • Target Hours (your expected weekly hours)
  • Progress Percentage — How much of your target you have completed
  • Daily Breakdown — Hours logged for each day (Monday to Sunday)
Upcoming Deadlines Widget

Lists tasks with due dates coming up in the next 7 days and any overdue tasks (tasks past their due date that are not yet completed).

Team Availability Widget

Shows which team members are on vacation, sick leave, or otherwise unavailable in the current and upcoming 7 days. This helps you know who is available for collaboration.

3. Profile
How to Edit Your Profile
  1. Click your name in the top-right corner of the page.
  2. Select Profile.
  3. Update your first name, last name, or phone number.
  4. Click Update Profile to save.
How to Change Your Password
  1. Go to your Profile page.
  2. In the Change Password section, enter your current password.
  3. Enter your new password and confirm it.
  4. Click Update Password.
How to Manage Your Skills
  1. Go to your Profile page.
  2. In the Skills section, enter your skills separated by commas (e.g., "PHP, Laravel, JavaScript").
  3. Click Update Skills.
  4. You can add up to 20 skills, each up to 50 characters.
How to Set Availability / Vacation

If you will be out of office or working reduced hours, you can record an availability override:

  1. Go to your Profile page.
  2. In the Availability Overrides section, click Add Override.
  3. Select the type: Vacation, Sick Leave, Holiday, or Other.
  4. Set the start date and end date.
  5. Set the hours per day (set to 0 if you will be fully unavailable).
  6. Click Save.

Your availability will appear on the Dashboard's Team Availability widget for other team members to see.

4. Timesheet

The Timesheet is where you log your daily working hours.

Location: My Work > My Timesheet

Understanding the Timesheet View

The timesheet shows a weekly or monthly view:

  • Use the Previous / Next buttons to navigate between weeks or months.
  • Click Today to jump back to the current week/month.
  • Switch between Week and Month view using the toggle buttons.

The summary cards at the top show:

  • Total Hours — Total hours logged for the period
  • Billable — Hours marked as billable
  • Non-Billable — Hours not marked as billable
  • Progress — Percentage of target hours completed
How to Log Time
  1. Go to My Timesheet.
  2. Select a Project from the dropdown.
  3. Select a Task from the tasks dropdown (tasks are filtered by the selected project).
  4. Click on the day cell where you want to log time.
  5. Enter the duration (in hours, e.g., 2.5 for two and a half hours).
  6. Optionally add a description of what you worked on.
  7. Choose whether the time is billable or not.
  8. Click Save.
How to Quick-Create a Task

If the task you need does not exist yet:

  1. Click the Quick Task button (or the "+" icon) next to the task dropdown.
  2. Enter a task name.
  3. The task will be created in the selected project and immediately available for time logging.
How to Edit or Delete a Time Entry
  • You can edit or delete any of your own time entries at any time.
  • Exception: once an entry has been invoiced, it becomes permanently locked and cannot be edited or deleted.
  • To edit: Click the entry, make your changes, and save.
  • To delete: Click the delete button on the entry.
Closed Task Restriction

You cannot log time against a task that has been marked Done or Cancelled. If you need to add hours against a completed task, ask your project manager to reopen it first (or ask them to log the time on your behalf — managers and admins can log time on closed tasks).

Duration Format

Durations are entered and displayed in a human-readable H.MMh style (e.g., 2.30h means 2 hours 30 minutes). You can also type durations in colon format (e.g., 1:30) and the app will convert it automatically. A live preview shows the resolved duration as you type.

5. My Tasks

View and manage all tasks assigned to you.

Location: My Work > My Tasks

Task Views

You can switch between three different views:

  • Table View — A list with columns for name, project, status, priority, due date, and more. Supports search and filters.
  • Board View — Kanban-style cards grouped by task list columns. See tasks visually organized by workflow stage.
  • Grouped View — Tasks grouped by project for a project-centric overview.
How to Filter Tasks

In Table View, use the filter options to narrow down tasks by:

  • Status: To Do, In Progress, Review, Done, Cancelled
  • Project: Filter by a specific project
How to Update Task Status
  1. Find the task in any view.
  2. Click the status toggle/button on the task.
  3. Select the new status (To Do, In Progress, Review, Done).
On client projects, marking a task as "Done" creates a closure request instead of closing it directly. Your project manager will review and approve the closure.
How to Add Comments
  1. Open the task detail view.
  2. Scroll to the Comments section.
  3. Type your comment and click Post.
  4. You can edit or delete your own comments.
How to Upload Attachments
  1. Open the task detail view.
  2. Scroll to the Attachments section.
  3. Click Upload and select a file.
  4. Uploaded files can be downloaded by anyone on the project.
  5. You can delete attachments you uploaded.
How to Duplicate a Task
  1. Open the task detail view or find the task in the list.
  2. Click Duplicate.
  3. A copy of the task is created with the same properties (except time entries).
6. My Projects

View all projects you are a member of.

Location: My Work > My Projects

Viewing Projects

The projects page shows all projects you are assigned to. For each project, you can see:

  • Project name and code
  • Type (Internal or Client)
  • Status (Draft, Active, On Hold, Completed, Cancelled)
  • Project manager
  • Start and end dates
Viewing Project Details

Click a project to see its detail page, which includes:

  • Project information and description
  • Your assigned tasks within the project
  • Team members
  • Project status and timeline
7. Notifications

Notifications keep you informed about important events.

Where to Find Notifications

Click the bell icon in the top navigation bar. A badge shows the number of unread notifications.

Types of Notifications You May Receive
NotificationWhat It Means
Task AssignmentYou have been assigned to a new task.
Task Closure ApprovedYour task closure request was approved by the project manager.
Due Date ReminderA task assigned to you is due within the next 7 days.
Workload AlertYour workload has exceeded your available capacity.
Approval ReviewedAn approval request you submitted has been approved or declined.
Managing Notifications
  • Click a notification to view its details.
  • Click Mark as Read on individual notifications.
  • Click Mark All as Read to clear all unread indicators.
  • Click Delete to remove a notification.
7a. Feedback

Found a bug, want a new feature, or have a UI nit? Use the feedback form to send it to the team.

Submitting Feedback
  1. Click Help → Feedback in the sidebar, or use the Submit Feedback button above.
  2. Pick a Type: Feedback, Feature Request, Bug Report, or UI Issue. Bug Report and UI Issue also need a Severity.
  3. Your Name and Email are pre-filled but editable.
  4. Page URL is required — paste the address of the page your feedback is about (copy from your browser's address bar). The form will not submit without it.
  5. Add a short Subject and a Description (up to 5000 characters).
  6. Optionally attach up to 5 files (5 MB each). Allowed: PNG, JPG, GIF, WebP, PDF, TXT, LOG.
My Feedback

The My Feedback page lists everything you've submitted with their current status. Filter by Open for what's still being worked on, or Closed to revisit completed items.

When admins close your submission, you'll get an in-app notification. The detail page shows the admin's resolution message plus any "after" screenshots they attached.

8. Tips & FAQ

If you log a time entry that spans midnight (e.g., 11 PM to 1 AM), the system automatically splits it into two separate entries — one for each day. You do not need to do anything; the split happens automatically.

Some tasks are configured to repeat automatically (daily, weekly, monthly, or yearly). When a recurring task generates a new instance, it will appear in your My Tasks list with the same properties as the original. You do not need to create these yourself — they are generated automatically by the system.

If you are a manager or have been granted permission, you may be able to log time on behalf of other team members from the timesheet. Regular users typically log time only for themselves.

  • Internal projects are for your organization's own work (e.g., process improvements, internal tools).
  • Client projects are for external clients and may have additional rules, such as the task closure approval workflow.

  1. Go to the login page and click Forgot Your Password?
  2. Enter your email address and submit the request.
  3. Your administrator will be notified and will enable the reset.
  4. Return to the login page and use the Reset Password link to set a new password.

Your target hours are shown in the My Timesheet widget on the Dashboard and in the timesheet summary cards. The default is typically 40 hours per week, but your administrator may have set a different target based on your role or company settings.

PriorityMeaning
CriticalHighest urgency — address immediately.
HighImportant — should be completed soon.
MediumNormal priority — standard work.
LowCan be done when time permits.

TypeMeaning
StoryA user story or feature request.
TaskA general piece of work.
BugA defect or issue to fix.
SubtaskA smaller task that is part of a larger parent task.