Manage project work

An opened project has Project details, Tasks, Comments and Files tabs. The summary bar shows customer, website, priority, start and due dates, plus overall progress. Edit the project details when the schedule or status changes.

In Tasks, create a main task or choose a parent task for a subtask. Each task has a title, description, status, priority, due date, sort order and Visible to customer control. An opened task provides Description, Subtasks, Comments and Files and audio sections. Attach relevant files or audio to the appropriate task so the discussion has context. Customer-visible tasks can receive customer comments; the administrator can reply and, when input is needed, send a customer-action email from a project comment if that notification is enabled.

Task statuses include Not started, In progress, Waiting for customer, Needs review, Revisions and Completed. The overall progress is the average of task-status progress: Not started contributes 0%, In progress 50%, Waiting for customer 60%, Needs review or Revisions 80%, and Completed 100%. It does not come from the project status label alone. Use Customer review and Revisions at the project level to show the broader hand-off. When the work is finished, check the files and comments, then mark the project Completed.

Do not use project completion as proof of payment. Offers, Finance and Payment History cover the commercial side.