Taskly (Project Management) - Detailed Guide - Chosen Path Innovations Documentation

Project Management

Complete Project Management System

Comprehensive project management system with project creation, planning, and execution tracking.

Project Creation & Setup

Project Setup

Project name and description
Project objectives
Project timeline
Budget allocation
Project categories

Team Assignment

Project manager assignment
Team member selection
Role definitions
Permission settings
Stakeholder management

Project Planning

Timeline Planning

Project start and end dates
Milestone scheduling
Task dependencies
Critical path analysis
Resource scheduling

Budget Management

Budget allocation
Cost tracking
Expense management
Budget alerts
Financial reporting

Project Execution

Project Lifecycle

Initiation: Project creation and initial setup
Planning: Detailed project planning and resource allocation
Execution: Project implementation and task management
Monitoring: Progress tracking and performance monitoring
Closure: Project completion and documentation

Task Tracking

Comprehensive Task Management

Complete task tracking system with task creation, assignment, and progress monitoring.

Task Creation & Management

Task Creation

Task title and description
Task priority levels
Due date assignment
Task categories
Task templates

Task Assignment

Team member assignment
Role-based assignments
Workload balancing
Skill-based matching
Availability checking

Task Status & Progress

Status Management

Task status tracking
Progress indicators
Completion percentages
Status workflows
Automated updates

Task Dependencies

Dependency mapping
Blocking task identification
Critical path analysis
Dependency alerts
Chain reaction tracking

Task Workflows

Task Lifecycle

Creation: Task creation and initial setup
Assignment: Task assignment to team members
Execution: Task work and progress updates
Review: Task review and quality assurance
Completion: Task completion and documentation

Team Collaboration

Team Collaboration Tools

Complete team collaboration system with communication, file sharing, and real-time updates.

Communication Tools

Project Discussions

Project chat rooms
Task-specific discussions
Team announcements
Meeting notes
Decision tracking

Notifications

Task notifications
Deadline alerts
Status updates
Comment notifications
Email notifications

File Sharing & Documentation

Document Management

File upload and storage
Version control
Document sharing
Access permissions
Document templates

Activity Tracking

Activity feeds
Change history
User activity logs
Audit trails
Performance tracking

Real-time Collaboration

Live Collaboration Features

Real-time Updates: Live project updates and changes
Simultaneous Editing: Multiple users editing documents
Live Chat: Real-time team communication
Screen Sharing: Collaborative screen sharing sessions
Video Conferencing: Integrated video meetings

Time Tracking

Comprehensive Time Tracking

Complete time tracking system with project time logging and productivity analysis.

Time Logging

Time Entry

Manual time entry
Timer functionality
Task-based timing
Project time allocation
Time categorization

Time Analytics

Time spent analysis
Productivity metrics
Efficiency tracking
Time distribution
Performance insights

Time Management Features

Time Reporting

Daily time reports
Weekly summaries
Monthly analytics
Project time reports
Team time reports

Billing Integration

Billable hours tracking
Rate management
Client billing
Invoice generation
Cost calculations

Time Tracking Automation

Automated Time Tracking

Idle Detection: Automatic idle time detection and alerts
Activity Tracking: Automatic activity and application tracking
Break Reminders: Automated break and rest reminders
Overtime Alerts: Automatic overtime detection and notifications
Time Validation: Automatic time entry validation and approval

Milestone Management

Project Milestone Tracking

Complete milestone management system with milestone creation, tracking, and achievement monitoring.

Milestone Creation & Planning

Milestone Setup

Milestone definition
Target dates
Success criteria
Dependencies
Responsible parties

Progress Tracking

Milestone progress
Completion status
Delay tracking
Risk assessment
Performance metrics

Milestone Monitoring

Alert System

Milestone reminders
Deadline alerts
Risk notifications
Achievement celebrations
Escalation procedures

Achievement Tracking

Milestone completion
Success metrics
Team recognition
Performance rewards
Lessons learned

Milestone Analytics

Milestone Performance

Completion Rates: Milestone achievement statistics
Timeline Analysis: On-time vs. delayed milestone tracking
Team Performance: Team milestone achievement rates
Risk Analysis: Milestone risk identification and mitigation
Success Factors: Key factors contributing to milestone success

Resource Management

Resource Planning & Management

Complete resource management system with capacity planning and resource allocation.

Resource Planning

Human Resources

Team capacity planning
Skill assessment
Workload balancing
Availability tracking
Resource allocation

Equipment & Tools

Equipment tracking
Tool allocation
Resource scheduling
Maintenance tracking
Cost management

Resource Optimization

Capacity Management

Capacity planning
Utilization tracking
Bottleneck identification
Resource optimization
Performance analysis

Cost Management

Resource cost tracking
Budget allocation
Cost optimization
ROI analysis
Financial reporting

Resource Analytics

Resource Performance

Utilization Reports: Resource utilization and efficiency metrics
Capacity Analysis: Resource capacity and availability analysis
Cost Analysis: Resource cost and budget performance
Productivity Metrics: Resource productivity and performance tracking
Optimization Recommendations: AI-driven resource optimization suggestions

Reporting & Analytics

Project Analytics & Reporting

Comprehensive reporting and analytics system for project performance and insights.

Project Reports

Performance Reports

Project progress reports
Task completion reports
Team performance reports
Milestone achievement reports
Timeline analysis reports

Financial Reports

Project budget reports
Cost analysis reports
Resource cost reports
ROI analysis reports
Profitability reports

Analytics Dashboard

Executive Dashboard

Project portfolio overview
Key performance indicators
Resource utilization
Budget performance
Risk assessment

Trend Analysis

Performance trends
Productivity trends
Cost trends
Timeline trends
Quality trends

Custom Reporting

Advanced Reporting Features

Custom Reports: User-defined report creation and customization
Interactive Dashboards: Interactive project dashboards and visualizations
Export Options: Multiple export formats (PDF, Excel, CSV)
Scheduled Reports: Automated report generation and distribution
Real-time Data: Live project data and real-time updates

Integration & Workflows

Taskly Module Integration

The Taskly module integrates seamlessly with other platform modules to create a unified project and business management system.

Module Integrations

HRM Integration

Employee project assignments
Performance tracking
Time tracking integration
Skill development
Team management

Finance Integration

Project budgeting
Cost tracking
Invoice generation
Financial reporting
ROI calculations

Automated Workflows

Smart Automation

Task Automation: Automatic task creation and assignment
Progress Tracking: Automated progress monitoring and alerts
Resource Allocation: Intelligent resource allocation and optimization
Reporting Automation: Automated report generation and distribution
Integration Workflows: Seamless data flow between modules

Taskly (Project Management) - Complete Guide

Taskly Features