Projects

Projects are the heart of Projexia. Every piece of work you do for a client lives inside a project — tasks, milestones, budgets, files, updates, and team assignments all belong to a project.

Go to Sidebar → Projects to get started.

All Projects Page

When you open the Projects page, you’ll see a table listing all your projects. Each row shows:

Active vs. Archived

At the top of the page, you’ll see two toggle buttons: Active and Archived. By default, you see active projects. Click Archived to see projects that have been archived.

Filtering and Searching

Above the table, there’s a filter bar with several options:

• Search — Type a project name to search. Results update as you type.
• Status — Filter by Planning, In Progress, On Hold, Completed, or Cancelled.
• Priority — Filter by Low, Medium, High, or Urgent.
• Client — Filter to show only projects for a specific client.
• Tag — If you’ve tagged your projects, you can filter by tag too.

All filters work together. For example, you can search for “redesign”, filter by status “In Progress”, and filter by client “Acme Corp” all at the same time.

Sorting

Click on any column header with a sort icon to sort the table. Click again to toggle between ascending and descending order. You can sort by:

• Name
• Created date
• Due date
• Priority
• Progress

Pagination

If you have more than 10 projects, the table is paginated. Use the arrow buttons at the bottom to move between pages. The total project count is shown on the left.

Creating a Project

Click the New Project button in the top-right corner to open the project creation wizard. It’s a 6-step process, and each step focuses on a different aspect of the project.

Step 1: Details

This is where you fill in the basics:

• Project Name (required) — Give your project a clear, descriptive name like “Website Redesign Q1” or “Social Media Campaign”.
• Description — A brief summary of what the project is about.
• Category — Select from existing categories (like Web Development, Branding, Marketing) or type a new one. The category field has autocomplete, so it suggests options as you type.
• Client (required) — Choose which client this project is for from a dropdown of your existing clients.

Step 2: Status & Priority

Set the initial state of your project:

• Status — Choose from Planning, In Progress, On Hold, Completed, or Cancelled. Most new projects start as “Planning”.
• Priority — Set the urgency: Low, Medium, High, or Urgent.
• Progress — Set the initial progress percentage (0-100). Usually 0 for new projects.

Step 3: Schedule

Set the timeline:

• Start Date — When work begins. Defaults to today.
• Due Date — The project deadline.

The wizard validates that your due date isn’t before your start date.

Step 4: Budget

Set the financial details:

• Budget Amount — The total budget for this project (optional).
• Currency — Choose INR, USD, EUR, or GBP.

When you enter a budget amount, you’ll see a preview in words below the field. For Indian currency, it uses the Indian numbering system (Lakh, Crore). For example, entering 250000 in INR shows: “Rs. 2,50,000 — Two Lakh Fifty Thousand Only”.

Step 5: Organization

Configure tags and visibility:

• Tags — Add tags to organize your projects. Type a tag and press Enter to add it. You’ll also see suggestions based on tags you’ve used before. Tags appear as chips that you can remove by clicking the X.
• Visible to Client — A toggle switch that controls whether the client can see this project in their portal. Enabled by default.

Step 6: Review

The final step shows a summary of everything you’ve entered. Each field has an Edit button next to it that takes you back to the relevant step if you need to make changes.

Once you’re happy with everything, click Create Project. You’ll be taken to the new project’s detail page.

Project Detail Page

Click on any project from the list to open its detail page. This is where you manage everything about a single project.

Header and Actions

At the top, you’ll see the project name, breadcrumb navigation, and action buttons:

• Edit — Opens the project in the edit wizard (same 6-step form, pre-filled with existing values).
• Clone — Creates a copy of the project with all its settings.
• Archive / Unarchive — Moves the project to the archived section (or brings it back).
• Delete — Permanently removes the project (with a confirmation dialog).

Project Info Card

A summary card showing key project details at a glance:

• Client name (clickable link to client detail)
• Start date and due date
• Budget (with currency)
• Status and priority badges
• Visibility setting (visible or hidden from client)
• Category and tags

Milestones

Milestones are the big checkpoints in your project — think of them as the major phases or deliverables.

• Click Add Milestone to create a new one. Each milestone has a name, description, due date, and status.
• Milestones can be marked as Pending, In Progress, or Completed.
• You can edit or delete any milestone.
• The milestone progress contributes to the project’s overall progress tracking.

Budget & Expenses

This section tracks your project’s finances:

• Budget progress bar — Shows how much of the budget has been spent. Turns red if you’ve gone over 80%.
• Over-budget alerts — If expenses exceed the budget, you’ll see a clear warning.
• Expense table — Lists all recorded expenses with description, amount, date, and who added them.
• Add Expense — Click to record a new expense.

Tasks

The tasks section shows all tasks within this project in a table format:

• Click Add Task to create a new task.
• Click on any task row to open the Task Detail Sheet — a slide-out panel where you can edit all task details, change status, reassign, add descriptions, and more.

Updates & Activity

This section shows the project’s activity timeline — a chronological feed of everything that’s happened.

Each update shows:

• Title — What happened
• Type — Status Change, Milestone, General, Deliverable, or Feedback Request
• Health Status — On Track (green), At Risk (yellow), or Off Track (red)
• Who posted it and when

You can also add a new update using the form at the top of this section:

• Title — Describe the update
• Type — Select the update type from the dropdown
• Health Status — Set the project’s current health
• Visibility — Toggle whether the client can see this update in their portal

Team

The Team section shows everyone assigned to this project. You can:

• Add Member — Opens a dialog where you can select team members to add to the project.
• Remove Member — Click the remove button next to any member to take them off the project.

Board View (Kanban)

Go to Sidebar → Projects → Board to open the Kanban board.

The board shows your tasks in a visual, drag-and-drop layout with four columns:

How to use the board

• Drag and drop a task card from one column to another to change its status. For example, drag a task from “To Do” to “In Progress” to start working on it.
• Each task card shows the task name, priority (as a colored dot), assignee, and due date.
• Overdue tasks have their due date highlighted in red.

Project Selector

At the top of the board, there’s a project selector dropdown. You can:

• View tasks from all projects at once
• Select a specific project to focus on just that project’s tasks

Filters

The board has several filters to help you focus:

• Status — Show/hide specific columns
• Priority — Filter by Urgent, High, Medium, or Low
• Assignee — Show only tasks assigned to a specific person (or unassigned tasks)
• Overdue — Toggle to show only overdue tasks

Click on a task card to open the Task Detail Sheet for editing.

Project Templates

Go to Sidebar → Projects → Templates to manage your templates.

Templates let you save a project’s configuration so you can reuse it for similar projects in the future. Instead of filling in the same details every time, just pick a template and the form gets pre-filled.

What’s saved in a template

• Project name
• Description
• Default status and priority
• Category
• Tags

Using a template

When you create a new project (Step 1 of the wizard), you’ll see a “Quick Start with a Template” dropdown. Select a template and its values get applied to the form. You can still change anything before creating the project.

System templates

Projexia comes with some built-in system templates for common project types. These are marked with “(System)” in the dropdown.

Editing a Project

To edit a project, go to the project’s detail page and click the Edit button. This opens the same 6-step wizard used for creating a project, but pre-filled with the project’s existing values.

The stepper at the top is clickable in edit mode — you can jump directly to any step without going through them in order.

After making your changes, click Save on the review step.

Archiving, Cloning, and Deleting Projects

You can manage projects from the project detail page using the action buttons:

Archiving

• Click Archive to move a project to the archived section.
• Archived projects are hidden from the active projects list but not deleted. You can find them by clicking the Archived toggle on the All Projects page.
• Click Unarchive to bring an archived project back to the active list.

Cloning

• Click Clone to create an exact copy of a project.
• The clone includes all the project settings (name, description, status, budget, etc.) but does NOT copy tasks, milestones, or expenses.
• The cloned project gets a name like “Website Redesign (Copy)”.

Deleting

• Click Delete to permanently remove a project.
• A confirmation dialog will appear asking you to confirm. This action cannot be undone.
• Deleting a project removes all associated tasks, milestones, expenses, and updates.