Projects

Creating, managing, and tracking projects in TekToro.

Projects are the foundational unit of work in TekToro. They group tasks, team members, documents, and discussions under a single, trackable entity.

Creating a Project

Click Create Project from the Projects page. The creation form includes:

  • Name — a descriptive project name (must be unique per client within your workspace)
  • Description — details about the project scope and objectives
  • Client — associate the project with a client for billing and reporting
  • Status — Planning, Active, On Hold, Completed, or Cancelled
  • Priority — Low, Medium, High, or Urgent
  • Color — choose a color for visual identification on calendars and dashboards
  • Budgeted hours — the total hours allocated to the project
  • Budget dollars — the monetary budget for the project
  • Tags — free-form labels for categorization
  • Start date and completion date
  • Internal project — mark if this project is not associated with a client

The project creator is automatically added as a project member, and a URL-friendly slug is generated from the project name.

Project Detail View

Click any project to open its detail modal with the following tabs:

  • Overview — project description, dates, budget, progress percentage, status, and priority
  • Members — view and manage team members assigned to the project (members receive a notification when added)
  • Tasks — list of all tasks within the project, with status and priority indicators
  • Comments — project-level discussion thread
  • Documents — upload, view, and download project-related files

Progress Tracking

Project progress is displayed as a percentage from 0 to 100. Progress can be:

  • Manually set — enter a specific percentage
  • Automatically calculated — derived from the completion rate of the project's tasks

Projects Dashboard

The Projects Dashboard provides a high-level view of all project activity:

  • Active projects list — cards showing project name, status, progress, and budget
  • Task status charts — breakdown of tasks by status across all projects
  • Priority distribution — how tasks are distributed by priority level
  • Team workload — workload distribution across team members
  • Progress metrics — budgeted vs. actual hours with visual progress rings
  • Overdue indicator — flags for tasks past their due date