Project Detail Page / Project Dashboard Overview

The Project Detail Page in Karya Keeper provides a centralized and detailed view of all project-related information, ensuring smooth project monitoring, efficient task management, and effective team collaboration. Below is a comprehensive guide to understanding and utilizing the Project Detail Page effectively. 

1. Project Information Overview

At the top of the page, you can view essential project information at a glance:

  • Project Name & Description: Displays the project name and a brief description.
  • Tags & Status Labels: Indicates project status (e.g., On-Going, Billable, Non-Billable, etc.) and category.
  • Start Date & Deadline: Shows the project’s start and end date.
  • Open Tasks Count: Highlights the number of open or pending tasks.
  • Project Owner: Displays the profile picture of the assigned project owner.
  • Project Progress Indicator: A circular graph shows the percentage of project completion.
  • Time Spendings: A visual representation of the total logged hours compared to the previous week, highlighting any percentage increase or decrease.

2. Task Summary

The Task Summary section provides a comprehensive overview of all tasks within the project:

  • Task Distribution: A visual graph categorizes tasks as Active or Completed.
  • Task Progress Indicator: Displays the total number of tasks and highlights their completion percentage.

3. Milestone Tracker

Milestones help in tracking significant achievements within the project. The Milestone Tracker includes:

  • Milestone Overview: Displays the number of total, active, and completed milestones.
  • Progress Indicator: Tracks the percentage of milestones completed for the project.

4. Hours Estimation

The Hours Estimation section compares the estimated hours to the actual logged hours:

  • Estimated vs. Logged Hours: A bar chart visually presents the estimated hours allocated to the project against the hours logged by the team.
  • Performance Analysis: This helps in analyzing time management and adjusting resources if required.

5. Latest File(s) Upload

Managing project files is simple with the File Upload section:

  • Quick File Uploader: Drag & Drop or select files directly from the system.
  • Supported File Types: JPG, JPEG, PNG, XLSX, and PDF with a maximum file size of 2 MB.
  • File Attachments: Attach important project-related files for easy reference and collaboration.

6. Activity Timeline

The Activity Timeline provides a detailed log of all project-related activities:

  • Timestamped Activity Logs: Records updates such as task modifications, milestone updates, file uploads, and task completions.
  • Real-Time Tracking: Ensures transparency by logging every project change with the exact date and time.

7. Milestones Section

Milestones play a critical role in tracking project progress. The Milestones Section displays:

  • Milestone List: View all milestones along with:
    • Milestone Name
    • Cost
    • Start and End Dates
    • Status (Complete/Incomplete)
    • Progress Percentage
  • Milestone Actions: Easily edit or delete milestones as needed.

8. Team Section

The Team Section provides an overview of all team members assigned to the project:

  • Team Member Details: Displays the name, email, role (PM, Employee, etc.), and the number of assigned tasks.
  • Add or Modify Team Members: Flexibility to add, edit, or remove team members to ensure seamless collaboration.

9. Task and Task Group Management

Efficient task management is possible with the following features:

  • Task Groups: Create and organize tasks within task groups like Planning, Design, or Testing.
  • Bulk Actions: Perform bulk actions on multiple tasks such as:
    • Re-assign team members
    • Update priorities and deadlines
    • Move tasks to another project
    • Complete or delete tasks
  • Duplicate Task Groups: Easily duplicate task groups along with their tasks to save time and maintain consistency.
  • Complete Task Groups: Mark entire task groups and their associated tasks as complete in one go by clicking on the three dots at the end of the task group name and selecting the “Complete” option.

10. Task Search and Filtering

To enhance task management and quickly locate tasks:

  • Search Functionality: Search tasks by Task Name or Assignee.
  • Filter Options: Filter tasks and projects based on:
    • Project Status
    • Project Category
    • Task Type (Billable/Non-Billable)
    • Assigned Team Members
    • Tags for specific task identification

11. Quick Actions

The Project Detail Page also offers multiple quick action buttons to boost efficiency:

  • Project Time Log: Monitor time logs and track work hours effectively.
  • Tasks Button: Access and manage all tasks related to the project.
  • Edit Project Button: Modify project details such as team members, deadlines, and milestones effortlessly.

🔥 Benefits of the Project Detail Page:

  • Centralized Project Insights: Provides a unified view of all project-related information
  • Enhanced Task Management: Allows efficient handling of tasks and task groups.
  • Real-time Monitoring: Tracks project progress and milestones with activity logs.
  • Streamlined Collaboration: Facilitates team collaboration with file uploads and seamless communication.

With Karya Keeper’s Project Detail Page, managing projects becomes not only effortless but also highly productive! 🎯

May 14, 2025
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