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Project details

Project details

Run a project — manage its info and work its tasks across board, list, calendar, and gantt views.

Reviewed OperatorVertiqa 1.54+

The project detail page is where the actual delivery work happens. The header and right rail describe the project; the main area is the project's tasks, which you can work in whichever view suits the moment.

Layout

  • Header — project name, current status, and an Analytics button. Projects spun up from a won opportunity show a banner linking back to the deal.
  • Task views — under the Tasks tab, switch between Board (kanban grouped by status), List (dense, sortable, with saved views and a columns picker), Calendar (tasks by due date), and Gantt (timeline and sequence). A Files tab holds project attachments. Every task view works the same tasks.
  • Right rail — a Timeline (start, due, elapsed, and whether you're on pace), Details (lead, account, dates, plus links to Cycles and Modules), the Team with each member's task count, and a Recent activity feed.

Common tasks

  1. Browse tasks — in Board view, scan the columns to see what's in flight, what's blocked, and what's done.
  2. Add a task in a specific column — use the per-column add control, so the new task is created with that status pre-set.
  3. Plan by date — switch to Calendar or Gantt to see due dates and sequencing across the project.
  4. Open a task to edit its detail, change priority, comment, or manage its checklist.
  5. Plan in cycles or modules — use the Cycles and Modules links in the details rail to run time-boxed iterations or set section leads and dates.
  6. Check health — open Analytics for this project's task health, throughput, and workload.
  7. Update project info — change status, dates, or description as the project evolves.

Tips

  • Don't let "in progress" become a parking lot. If a task hasn't moved in a week, it's either blocked (move to your blocked column) or it's actually done (close it).
  • Keep the project's status honest. Active should mean active this week, not "we're planning to start someday."