Project Management Overview

Organise your work, track progress, and collaborate with your team using PracticalCRM's integrated project tools.

Accessing Projects

Click on "Projects" () in the main navigation bar.

This page displays a list of all projects you have access to (either as the owner or a member). Administrators can see all projects in the system.

PracticalCRM Projects list page showing project cards

Each project card shows the project name, status, description snippet, your role (if applicable), and when it was last updated. Click on a project name or card to go to its dedicated view page.

Creating a New Project

  1. From the main Projects list page, click the "Create New Project" button.
  2. Enter a Project Name (required).
  3. Optionally, provide a Project Description.
  4. Click "Create Project".

PracticalCRM Add Project form with name and description fields

You will automatically be set as the Owner of the project and added as a member. You'll then be redirected to the new project's view page.

The Project View Page

This is the main hub for managing a specific project.

Top section of the View Project page showing header information and tabs

The top section displays the project name, description, status, and owner. If you have permission, an "Edit Project" button is available.

The main content is organized into tabs:

  • Boards: Manage visual workflows using Kanban boards. (See Kanban Boards Documentation)
  • Tasks: View and manage a list of all tasks associated with this project. (See Tasks Documentation)
  • Timelines: Create and view Gantt chart timelines for project scheduling. (See Timelines Documentation)
  • Files: Upload and manage files relevant to the overall project (distinct from card/task attachments).
  • Members: Invite users to the project and manage their roles (Admin/Owner only).

View Project page highlighting the different content tabs: Boards, Tasks, Timelines, Files, Members

Contextual action buttons (like "Add Board", "Add Task", "Invite Member") appear near the top right when the corresponding tab is active.

Editing Project Details

If you have Owner, Admin, or Editor permissions on a project, you can edit its basic details:

  1. Navigate to the project's view page.
  2. Click the "Edit Project" button () in the header area.
  3. Modify the Project Name, Description, or Status.
  4. Available statuses are: Active, On Hold, Completed, Archived, Template.
  5. Click "Save Changes".

PracticalCRM Edit Project form showing fields for name, description, and status

Managing Project Members

Project Owners and Admins can manage who has access to the project and their permission levels.

  1. Go to the project's view page and click the "Members" tab.
  2. Invite Members:
    • Click the "Invite Member" button ().
    • Search for the user by name or email.
    • Select the user from the search results.
    • Choose their Role (Viewer, Editor, Admin - Owner cannot be assigned).
    • Click "Add Member".
  3. Change Roles: Click the "Change Role" () icon next to a member's name (cannot change owner or self). Select the new role and save.
  4. Remove Members: Click the "Remove Member" () icon next to a member's name (cannot remove owner or self). Confirm the action.

(See Admin documentation for more on User Roles if needed).

Managing Project Files

Attach files relevant to the overall project (not specific cards or tasks) in the "Files" tab.

  1. Go to the project's view page and click the "Files" tab.
  2. Click the "Upload File" () button.
  3. Select the file from your computer (Max 50MB).
  4. Click "Upload File".
  5. Existing files are listed with previews (if possible), uploader info, date, and size.
  6. Click the "Delete" () icon to remove a file (available to uploader or editors/admins/owners).