Projects

Executive Summary

Projects helps teams plan work, track progress, and manage job cards for field and workshop operations. See all active projects at a glance, drill into tasks and issues, and use job cards for structured maintenance or service work.

Who This Is For

• Project managers and team leads
• Field service and maintenance teams
• Operations managers tracking delivery of work

Key Capabilities

• Project dashboard
• Project list and detail
• Issues and task tracking
• Job cards and job card items

Table of Contents

1. Getting Started
2. Viewing Projects
3. Creating and Managing Projects
4. Job Cards
5. Issues and Tasks

Getting Started

Open Projects in the sidebar. The Dashboard shows active projects and open job cards.

![Screenshot: Projects dashboard — placeholder]

Viewing Projects

Go to Projects → All Projects for a list of every project. Filter by status, owner, or customer as needed.

![Screenshot: Projects list — placeholder]

Open a project to see timeline, team members, linked issues, and documents.

![Screenshot: Project detail — placeholder]

Creating and Managing Projects

Creating a project

1. From All Projects, create a new project.
2. Enter name, description, dates, and responsible owner.
3. Add team members and milestones.
4. Track progress as work completes.

Updating status

Move projects through your organisation’s statuses — for example Planned, In Progress, On Hold, and Complete.

![Screenshot: Create project — placeholder]

Job Cards

Job cards structure repeatable service or maintenance work.

1. Go to Projects → Job Cards.
2. Create a job card with customer, location, and work description.
3. Add line items — parts, labour, and tasks.
4. Assign to a technician and track completion.

![Screenshot: Job card — placeholder]

Issues and Tasks

Track individual tasks and blockers as issues within a project. Assign owners, set priority, and close when resolved.

![Screenshot: Project issues board — placeholder]