Organization & Overview

Use workstreams, notes, files, and the inbox for project organization.

Workstreams

Workstreams group tasks thematically within a project.

Creating a Workstream

1. Open a project in the PM module
2. Navigate to the Workstreams section
3. Click "New Workstream"
4. Enter a name and optionally a description

Properties

Property	Description
Name	Workstream title
Description	Detailed description
Status	Planned, Active, or Completed
Priority	Low, Medium, High, or Critical
Color	Color coding for the overview
Order	Display order (drag & drop)

Status

Status	Description
Planned	Workstream is prepared, tasks not yet started
Active	Tasks are being worked on
Completed	All tasks finished

Progress

Each workstream shows:

• Progress bar - Percentage of completed tasks
• Task counter - e.g., "3/8 tasks completed"

Assigning Tasks

When creating or editing a task, select the desired workstream. Tasks without a workstream appear under "Unassigned".

Notes

Capture project-related information, decisions, and ideas.

Creating a Note

1. Open a project
2. Navigate to the Notes section
3. Click "New Note"
4. Enter a title and content

Properties

Property	Description
Title	Note heading
Content	Free-text content
Category	Optional categorization
Tags	Keywords for organization
Pinned	Pin important notes to the top

Pinning a Note

Important notes can be pinned:

1. Open the note
2. Click the pin icon
3. Pinned notes always appear at the top of the list

Editing a Note

1. Click on the note
2. Modify title, content, or category
3. Save the changes

Deleting a Note

1. Click on the note
2. Click "Delete"
3. Confirm

Files

Upload and manage project-related documents.

Uploading a File

1. Open a project
2. Switch to the "Files" tab
3. Click "Upload File"
4. Select a file
5. Optional: Enter a description

Properties

Property	Description
Filename	Original file name
File Size	Size of the uploaded file
Type	MIME type (e.g., application/pdf)
Description	Optional description
Uploaded by	User name
Date	Upload timestamp

Linking a File to a Task

Files can optionally be assigned to a task to provide context.

Deleting a File

1. Click the delete icon next to the file
2. Confirm the deletion

Irreversible

Deleted files cannot be recovered. Create a local copy beforehand if needed.

Inbox

The inbox informs you about changes in your projects.

Notification Types

Type	Description
Assignment	A task has been assigned to you
Status Change	One of your tasks has changed status
Comment	A new comment on one of your tasks

Using the Inbox

1. Click "Inbox" in the sidebar
2. Unread messages are highlighted
3. Click a notification for details
4. In the detail panel, you can see:
   • Type and associated project
   • Timestamp
   • For assignments: Priority and due date of the task
5. Click "Open Related Work" to navigate directly to the task or project

Managing Messages

• Mark as read - Click "Mark as Read" in the detail view
• Mark all as read - Click "Mark All Read" in the header

A badge on "Inbox" in the sidebar shows the number of unread messages.

Project Statistics

Each project shows statistics about tasks and progress.

Available Statistics

Statistic	Description
Total Tasks	Number of all tasks in the project
Completed	Number of finished tasks
In Progress	Actively worked tasks
Blocked	Tasks that cannot continue
Overdue	Tasks past their due date
Workstreams	Number of workstreams
Notes	Number of project notes
Files	Number of uploaded files
Progress	Completion percentage
Estimated Hours	Sum of estimated hours
Actual Hours	Sum of hours spent

Progress Display

In the sidebar and on project cards, progress is shown as a ring chart:

• Green (100%) - All tasks completed
• Blue (75-99%) - Good progress
• Orange (50-74%) - In progress
• Primary color (0-49%) - Started

See Also

• Project Management - PM module overview
• Tasks & Comments - Create and manage tasks
• Background Jobs - Track background operation progress