Project Management
🏢 Create New Client
📁 Create New Project
➕ Create New Task
📥 Import Tasks
➕ Create New Task
×
Title *
Description
Client / Company
+ New
Select existing company or click +New to create one
Project
+ New
Projects are linked to the selected company
Contact Person
Contact Email
Contact Phone
External Reference
Assignee
Department
Select Department
💻 Development
🧪 QA
🎨 Design
⚙️ DevOps
📋 Product
📊 Management
Requester
Due Date
Target Date
Estimated Start Time
Tasks will auto-start at this time (e.g., 2024-12-15 09:00)
Estimated Hours
Task Type
✨ Feature
🐛 Bug
🧹 Chore
🔬 Research
📅 Meeting
🆘 Support
📚 Documentation
Source
Select Source
Internal
Client Meeting
Support Ticket
Sprint Planning
Email
Slack
Environment
💻 Development
🧪 Staging
🚀 Production
🌐 All
💰 Sales Pipeline (Optional for sales tasks)
Deal Value
Currency
USD ($)
EUR (€)
GBP (£)
KES (KSh)
Probability (%)
50%
Expected Close Date
Sales Stage
🔍 Prospecting
📋 Qualification
📄 Proposal
🤝 Negotiation
🏆 Closed Won
❌ Closed Lost
Sales Rep
Lead Source
Select source
🌐 Website
🤝 Referral
📞 Cold Call
📧 Email Campaign
📱 Social Media
🤝 Partner
🎪 Event/Conference
Next Follow-up Date
Competitors
Priority
🔥 High
🟡 Medium
🟢 Low
Sprint / Milestone
🏃 Sprint 1 (Week 1) - Purchase Flow
🏃 Sprint 2 (Week 2) - Check-in
🏃 Sprint 3 (Week 3) - Organizer
🏃 Sprint 4 (Week 4-5) - Advanced
📋 Backlog
Est. Hours
Blocked By (Task ID, comma separated)
🔄 Make this a recurring task (creates repeating tasks automatically)
Repeats every
Day(s)
Week(s)
Month(s)
Year(s)
On these days
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Monthly pattern
Day of month (e.g., 15th)
Day of week (e.g., 3rd Tuesday)
Ends
Never
After X occurrences
By date
Number of occurrences
End date
🎯 Quality Assurance Goals (SMART criteria)
Each goal must be:
S
pecific,
M
easurable,
A
chievable,
R
elevant,
T
ime-bound
+ Add Another QA Goal
➕ Create Task
📥 Import Tasks
×
Step 1: Download Template
📄 Download CSV Template
📄 Download JSON Template
Choose the format you prefer for your data
Step 2: Select File Format
CSV File
JSON File
Step 3: Upload File
Supported formats: CSV (.csv) or JSON (.json)
Step 4: Import Options
Fail entire import if any row is invalid
Skip invalid rows (import valid ones)
Skip already imported tasks (based on title)
Prevents duplicate tasks when re-uploading the same file
Preview & Validate
← Back
✅ Confirm Import
🏢 Create New Client
×
Company Name *
Contact Person
Contact Email
Contact Phone
Address
Website
Industry
Select Industry
Technology
Finance
Healthcare
Retail
Manufacturing
Education
Consulting
Other
Notes
🏢 Create Company
📁 Create New Project
×
Project Name *
Company *
Description
Start Date
End Date
Budget
Currency
USD ($)
EUR (€)
GBP (£)
KES (KSh)
Priority
🔥 High
🟡 Medium
🟢 Low
Status
✅ Active
⏸️ On Hold
🎉 Completed
❌ Cancelled
Project Manager
Notes
📁 Create Project
✏️ Edit Task
×
Title
Description
Status
⏳ Pending
🔄 In Progress
👀 Review
✅ Done
🚫 Blocked
📦 Archived
Priority
high
medium
low
Phase
Sprint
Sprint 1
Sprint 2
Sprint 3
Sprint 4
Backlog
Due Date
Target Date
Estimated Start Time
Est. Hours
Est. Hours
Actual Hours (logged)
Blocked By (Task IDs)
Completion Notes (required when marking Done)
🎯 Quality Assurance Goals
+ Add QA Goal
💾 Save
🗑️ Delete
🔍 Quality Assurance Review
×
Cancel
✅ Confirm Complete
📋 Task Details
×
0
🚀
🚀 Ready Queue
×
