Projects

This is the main sub module of the scheduling displaying a list of all your projects at hand. Each project shows how many tasks it consists of, how many tasks are in progress and the number of tasks already done for the project.

Note Just like all tables/lists in Splynx, the data displayed within them can be customized to your preference by using the breadcrumbs icon at the top right of each list:

Projects table


Creating a new project

A new or existing project can be added/viewed at Scheduling → Projects. To create a new project, press Add button at the top right corner.

Projects table

A window will pop-up with the following options:

Projects table

  • Title - project name;
  • Description - brief description of the project;
  • Type - the project type, this is a custom option that can be created by an administrator. Project types can be created at Config → Scheduling → Project types:

Projects config

  • Partners - select a partner to associate the project with;
  • Project lead - the lead admin of the project;
  • Category - select a project category. This is a custom option that can be created by administrator. The categories can be created at Config → Scheduling → Project categories:

Projects config

  • Workflow - the workflow for project tasks. This is a custom option that can be created/customized by an administrator for different purposes. The workflow can be created at Config → Scheduling → Workflows:

Projects config


Once the project is created, you can edit it Edit, view related tasks View or archive the project Archive:

Actions