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