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Projects

Creating New Projects and Managing the Project Lifecycle

How to create a project (internal or customer-facing) and manage its four lifecycle stages from "To Do" to "Done".

Administrator · 02/05/2026 · 374 views

1. Who is the Projects module for?

The module supports both project types:

  • Internal projects — system improvements, marketing, R&D, infrastructure upgrades…
  • Customer projects — solution delivery for external customers.

Each project has its own lifecycle, project manager, and progress journal.

2. Create a new project

  1. Open the Projects module → Create.
  2. Use a clear project name, avoiding generic labels like "Project A".
  3. Pick the company (multi-company) — make sure data is partitioned by the right legal entity.
  4. Set the planned start date and end date.
  5. Configure access: followers only, or open to portal collaborators.
  6. Add appropriate tags (Dev, BA, Marketing…).

3. Four lifecycle stages

Stage Meaning
To Do Project created, not yet started or in preparation.
In Progress Project actively under delivery.
Done Project completed, folded away.
Cancelled Project cancelled, folded away.

Note: the last two stages are folded — hidden from the default Kanban view to keep things tidy, but still queryable for reporting.

4. When to move stages

  • Move to In Progress: a project manager (PM) has been assigned and the first root task has been created.
  • Move to Done: every task is closed and the final status update has been published.
  • Move to Cancelled: the decision to stop has been made — pair this with a final update explaining why.

5. Connections to other modules

  • Detailed work items live in the Tasks (To-do) module.
  • Sales opportunities marked Won in the Sales module are typically converted into projects here.