Organize projects, assign tasks to team members, and track progress.
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Navigate to "Projects" from the main menu. You'll see a dashboard showing all active and completed projects with their status, deadlines, and team members.
Click "New Project" or "+ Create". Enter project details: Project name, Description, Start date, Deadline, Budget (optional). Select the client this project is for. Add project tags or categories for organization.
In the project settings, add team members who will work on this project. Assign roles: Project Manager, Developer, Designer, etc. Set permissions (view only, edit, admin). Send invitation notifications to the team.
Within the project, click "Add Task" to create task items. For each task, specify: Task title, Detailed description, Assignee (team member responsible), Due date, Priority level (low, medium, high, urgent), Estimated hours. Break large tasks into smaller subtasks.
Move tasks through workflow stages: To Do, In Progress, In Review, Completed. Use drag-and-drop on the Kanban board for easy status updates. Set up custom statuses that match your workflow.
Add relevant files to projects and tasks: Design mockups, Documents, Contracts, Images. Files are automatically linked and accessible to team members. Version control tracks file updates.
Use the built-in time tracker to log hours worked on each task. Start the timer when beginning work, stop when taking breaks or finishing. Time entries can be converted directly to invoices for billable projects.
View the project timeline to see progress against deadlines. Check the progress bar showing completion percentage. Review budget vs. actual hours/costs. Identify bottlenecks or delayed tasks. Send status updates to clients automatically.
Create reports for: Project profitability, Team productivity, Task completion rates, Budget utilization, Time tracking summaries. Export reports as PDF for client presentations.
Track time for projects, convert hours to invoices, and manage team productivity.
Work together effectively with shared tasks, messages, and project updates.
Configure Nubeso for consulting, agencies, freelancers, and professional services.