Projects & Tasks Overview

The Projects & Tasks module is where work gets done in Shorebird OS. Track projects from start to finish, assign tasks to team members, and monitor progress with deliverables.

Core Concepts

📋 Projects

Projects are containers for related work. Each project:

• Belongs to a client or company
• Has a status and timeline
• Contains tasks and deliverables
• Can be assigned to team members

Learn about projects →

✅ Tasks

Tasks are individual work items within a project. They have:

• Assignees (who does the work)
• Due dates
• Priority levels
• Status tracking
• Comments and attachments

Learn about tasks →

📦 Deliverables

Deliverables are the tangible outputs of your work:

• Final assets or documents
• Client-facing results
• Milestones and checkpoints

Learn about deliverables →

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Navigation

Accessing Projects & Tasks

Click Projects in the sidebar to access:

• All Projects — View and filter all projects
• My Tasks — Tasks assigned to you
• Calendar — Timeline view of due dates
• Templates — Project templates

Quick Actions

Shortcut	Action
P	Go to Projects
T	Go to My Tasks
Ctrl+Shift+P	New Project
Ctrl+Shift+T	New Task

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Project Lifecycle

Projects typically flow through these stages:

Not Started → In Progress → Review → Completed
                 ↓
              On Hold

Status Definitions

Status	Meaning
Not Started	Project created but work hasn't begun
In Progress	Active work underway
Review	Work complete, awaiting approval
On Hold	Temporarily paused
Completed	All work finished and delivered

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Views and Filters

Project Views

View	Best For
List	Quick scanning and sorting
Board	Visual status tracking (Kanban)
Calendar	Timeline and due dates
Table	Detailed data and custom fields

Filtering Options

Filter projects by:

• Status
• Client or company
• Assigned team members
• Due date range
• Tags
• Custom fields

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Key Features

Project Dashboard

Each project has a dashboard showing:

• Progress percentage
• Task completion stats
• Team members
• Recent activity
• Upcoming deadlines

Task Management

Robust task features:

• Sub-tasks for complex work
• Dependencies between tasks
• Time tracking
• Recurring tasks
• Bulk operations

Collaboration

Work together effectively:

• Comments on projects and tasks
• @mentions for notifications
• File attachments
• Activity feed
• Real-time updates

Reporting

Track and analyze:

• Project progress reports
• Team workload
• Time spent
• Completion rates
• Client summaries

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Getting Started

New to Projects?

1. Create your first project
2. Add tasks to the project
3. Assign tasks to team members

Managing Existing Work

• Update project statuses
• Complete tasks
• Track deliverables

Power User Tips

• Use project templates
• Set task priorities
• Configure team assignments

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Integration with Other Modules

Projects connect with:

Module	Integration
CRM	Link projects to clients and companies
Files	Attach documents to projects and tasks
Calendar	Sync due dates and milestones
Billing	Generate invoices from project work
Email	Link email threads to projects

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Pro Tip

Use keyboard shortcuts to navigate quickly:

• G then P — Go to Projects
• G then T — Go to My Tasks
• N — Create new item in current view