Project Management
Records, requests and approvals, in one system.
Tasks, dependencies, Gantt, milestones, and team collaboration for internal project teams
Explore the specification
Tasks.Task IN (SELECT Task FROM TaskAssignments WHERE Assignee = current user)Statusnot Complete or Cancelled
| Task Number | Project | Title | Priority | Status |
|---|---|---|---|---|
| TSK-17664 | PRJ-83968 | NotStarted tsk-311 | PL-3664 | NotStarted |
| TSK-13716 | PRJ-65686 | InProgress tsk-117 | PL-7544 | InProgress |
| TSK-32827 | PRJ-54162 | Blocked tsk-944 | PL-5402 | Blocked |
| TSK-60930 | PRJ-93638 | InReview tsk-485 | PL-3671 | InReview |
| TSK-69910 | PRJ-23097 | NotStarted tsk-186 | PL-4696 | NotStarted |
| TSK-37694 | PRJ-66616 | InProgress tsk-730 | PL-4193 | InProgress |
Project IN (member projects for current user)OccurredAt >= today − 14
- TSK-56461 · SMM-245PRJ-7364228 SepCreated
- TSK-31203 · SMM-431PRJ-9127010 SepStatusChanged
- TSK-91572 · SMM-145PRJ-1970414 SepAssigned
- TSK-11100 · SMM-553PRJ-6499114 SepUnassigned
- TSK-43919 · SMM-819PRJ-5434523 SepCommented
YouDate >= today − 30
- TSK-23039 · Entrie 1PRJ-4278407 Sep
- TSK-96139 · Entrie 2PRJ-6911816 Sep
- TSK-43176 · Entrie 3PRJ-8376714 Sep
- TSK-97992 · Entrie 4PRJ-8827707 Sep
- TSK-88818 · Entrie 5PRJ-2680110 Sep
Projects.Project IN (SELECT Project FROM ProjectMembers WHERE User = current user)StatusPlanningActive
StatusUpcomingAtRiskdue today
StatusInProgressBlockedInReviewLastActivityAt < today − 7
Tasks.StatusNotStartedInProgressBlockedInReviewdue today
overdueStatusnot Complete or Cancelled
| Task Number | Project | Title | Priority | Assignee |
|---|---|---|---|---|
| TSK-96228 | PRJ-71313 | NotStarted tsk-789 | PL-9447 | JH |
| TSK-96438 | PRJ-20668 | InProgress tsk-840 | PL-7035 | MU |
| TSK-25854 | PRJ-68588 | Blocked tsk-783 | PL-9998 | XR |
| TSK-35647 | PRJ-32860 | InReview tsk-249 | PL-9019 | HG |
| TSK-21119 | PRJ-41966 | NotStarted tsk-302 | PL-9922 | CX |
| TSK-84990 | PRJ-33019 | InProgress tsk-258 | PL-8030 | ZP |
DueDate BETWEEN todaytoday + 7Statusnot Complete or Cancelled
| Task Number | Project | Title | Priority | Assignee |
|---|---|---|---|---|
| TSK-89502 | PRJ-73521 | NotStarted tsk-526 | PL-4055 | FL |
| TSK-99969 | PRJ-32064 | InProgress tsk-385 | PL-6152 | LF |
| TSK-76649 | PRJ-36574 | Blocked tsk-233 | PL-7610 | VT |
| TSK-22821 | PRJ-37100 | InReview tsk-964 | PL-2100 | JZ |
| TSK-38573 | PRJ-27309 | NotStarted tsk-338 | PL-5617 | XG |
| TSK-77404 | PRJ-38035 | InProgress tsk-598 | PL-9247 | DZ |
ActiveHealthScore Amber Red or has overdue Milestone
| Project Number | Name | Team | Project Manager | Health Score |
|---|---|---|---|---|
| PRJ-44066 | Project 213 | TMS-9355 | FP | 65 |
| PRJ-68949 | Project 389 | TMS-5876 | XX | 10 |
| PRJ-54432 | Project 898 | TMS-1372 | KV | 75 |
| PRJ-48100 | Project 468 | TMS-2148 | YX | 60 |
| PRJ-61560 | Project 387 | TMS-5976 | YX | 80 |
| PRJ-64535 | Project 852 | TMS-2965 | CU | 20 |
selected projectTypePhaseTaskSubTask
| Task Number | Title | Planned Start | Due Date | Status |
|---|---|---|---|---|
| TSK-55058 | NotStarted tsk-590 | 15 Sep | 24 Sep | NotStarted |
| TSK-84864 | InProgress tsk-820 | 14 Sep | 20 Sep | InProgress |
| TSK-39491 | Blocked tsk-303 | 06 Sep | 10 Sep | Blocked |
| TSK-98376 | InReview tsk-273 | 19 Sep | 27 Sep | InReview |
| TSK-88303 | Complete tsk-519 | 27 Sep | 03 Oct | Complete |
| TSK-50239 | Cancelled tsk-579 | 29 Sep | 04 Oct | Cancelled |
selected projectTypeTaskSubTask
| Title | Assignee | Priority | Due Date | Tags — rendered as cards grouped by Status |
|---|---|---|---|---|
| NotStarted tsk-772 | WB | PL-4286 | 27 Sep | Open |
| InProgress tsk-918 | SJ | PL-7631 | 18 Sep | Closed |
| Blocked tsk-494 | PK | PL-2777 | 22 Sep | Open |
| InReview tsk-399 | AP | PL-6848 | 09 Sep | Closed |
| Complete tsk-731 | XD | PL-1992 | 06 Sep | Open |
| Cancelled tsk-272 | DC | PL-8634 | 07 Sep | Closed |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Teams who run a process today on email and spreadsheets.
- Defined tables
- 18
- Operational views
- 12
- Defined roles
- 5
- Reports
- 7
Defined in the planned system specification.
What’s inside.
Tasks, dependencies, Gantt, milestones, and team collaboration for internal project teams
Records
Master data with history
Requests
Intake with owners and status
Approvals
Named approvers and thresholds
Scheduling
Calendars, slots and capacity
Documents
Attachments, templates and versions
Reports
Dashboards, exports and alerts
- 01Submit
- 02Review
- 03Approve
- 04Act
- 05Close
Built for your team
Task NumberProjectTitleAssignee
Project Manager
Runs one or more projects end-to-end. Owns the plan, the assignments, the status updates, the risk narrative, and the close-out. Operates within projects where they sit on ProjectMembers as Owner, and can create new projects under any Team they belong to.
Task NumberProjectTitlePriority
Team Member
Delivery-team contributor. Works assigned tasks, logs time, comments, uploads attachments, and updates own task status. Sees projects they are a member of.
Task NumberTitlePlanned StartDue Date
Viewer
Internal read-only stakeholder — executive sponsor, adjacent team lead, or PMO observer who needs to see a project but not change it. Named explicitly on ProjectMembers as Viewer.
TitleAssigneePriorityDue Date
Guest
External collaborator — agency staff, vendor contact, customer-side counterpart — invited to specific projects with limited access. Cannot see any project they are not explicitly a member of, cannot see team-workload or utilization data, cannot see other guests' or team members' time entries.
Reports and dashboards
Explore what each report measures and the records behind it.
Project Health Dashboard
HealthScore distribution (Green / Amber / Red) across all active projects, rolled up to Team. Shows count of overdue tasks, at-risk milestones, and stalled tasks driving the score. Drills into any single project to expose the contributing task and milestone list.
Task Completion Velocity
Rolling count of tasks moved to Status: Complete per week, per Team and per Project. Pairs completed-count against created-count to spot backlogs piling up faster than the team can clear them.
Team Utilization
Hours logged per user per week, rolled up to Team and org. Purely informational — how busy is the team, where is effort flowing — not chargeability or billable-vs- non-billable (that is PSA). Flags users above a configurable threshold (e.g. > 45 logged hours / wk) and below (< 20 hrs / wk).
Milestone Attainment
Per project and per team: count of Milestones with Status: Hit vs. Missed, on-time rate, average slip days. Surfaces the projects and templates where milestones systematically slip.
Overdue Task Trend
Time-series count of tasks with DueDate < today AND Status NOT IN (Complete, Cancelled) per day, sliced by Team, Priority, and Project. Shows whether the overdue pile is growing or shrinking week-on-week.
Time by Project
Hours logged per Project over a selected period, rolled up to Team. Compares against EstimatedHours on contained Tasks to surface over/under-estimate patterns for future template tuning.
Cycle Time
Average elapsed days from Task Created → Complete per project, per team, per task type. Paired with a p50 / p90 view so long-tail outliers are visible alongside the median.
One connected workspace
Project Health Dashboarddrill-down
HealthScore distribution (Green / Amber / Red) across all active projects, rolled up to Team. Shows count of overdue tasks, at-risk milestones, and stalled tasks driving the score. Drills into any single project to expose the contributing task and milestone list.
| Project Number | Name | Team | Project Manager | Health Score |
|---|---|---|---|---|
| PRJ-44066 | Project 213 | TMS-9355 | FP | 65 |
| PRJ-68949 | Project 389 | TMS-5876 | XX | 10 |
| PRJ-54432 | Project 898 | TMS-1372 | KV | 75 |
| PRJ-48100 | Project 468 | TMS-2148 | YX | 60 |
- Planning
- Active
- OnHold
- Completed
- Cancelled
- ProjectNumber
- PRJ-44066
- Name
- Project 213
- ProjectManager
- FP
- Team
- TMS-9355
- HealthScore
- 65
- TargetEndDate
- 07 Sep
ownerProject Manager
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
Auto Milestone Upcoming → AtRisk → Hit / Missed on CompletingTask status and TargetDate crossing.
Auto HealthScore recompute on Task / Milestone event.
Auto Stalled Tasks alert at configurable days-since-activity.
Auto @mention notifications on TaskComment and ProjectStatusUpdate save.
Auto ActivityFeed append on every Create / Update / Delete on Tasks, Milestones, ProjectMembers, TaskComments, TaskAttachments, ProjectStatusUpdates.
Auto template seeding on Project create with Template set.
Inbound feeds: calendar DueDate sync, Slack / Teams mention-bridge, email-reply-to-comment.
Outbound feeds: Slack / Teams notifications, calendar milestone pushes, BI warehouse dump of Projects, Tasks, Milestones, TaskTimeEntries.
