Create a project
Click Productivity → Projects.
→ A list of projects will appear.
Add projects
1
Go to Productivity → Projects.
2
Click the button
3
Fill in.
Project details
- Identifier - unique project code (if left empty, it will be generated automatically).
- Title – project name (e.g., “Website redesign” or “CRM Implementation”).
- Description – short summary of project goals or scope.
- Main developer, Account manager - which task the work was related to.
- Priority – numeric priority value (lower = higher importance).
- Budget – estimated project budget in €.
- Start, Deadline – number of hours.
Right panel
- Customer and Contact,
- Color (visual tag for better navigation),
- Online documentation folder – link to a shared folder (e.g., Google Drive, Hubleto Documents),
- Notes – additional project details or reminders.
Tabs At the top of the window, you’ll also find additional tabs:
- Tasks – all tasks belonging to this project.
- Worksheet – time logs and recorded work entries.
- Statistics – project performance data and metrics.
4
Click the button
Tips
- Use Color for easier project identification.
- Filter projects by phase or status (Open/Closed).
Common mistakes
Missing deadline → project may artificially extend.
No budget → prevents tracking of financial metrics.
Summary
| Topic | Summary |
|---|---|
| Projects Overview | The Projects module helps you plan, track, and manage all client or internal projects. |
| Project Details | Each project contains details such as responsible people, deadlines, and budgets. |
| Linked Elements | You can link tasks, worksheets, and documents directly to the project. |
| Updating Projects | Regular updates keep project status accurate and transparent across the team. |