Project management is designed to help you visualize your work flow so you can track your progress or easily work with collaborators.

Choose which view helps you the most:
1. Projects > Deliverable list - overview that centers on projects

2. Projects > Deliverables kanban - overview that centers on deliverables
3. Homebase > Calendar - overview that centers on due dates

Projects > project list is the easiest place for you to update settings like adding a collaborator or raising your hourly rate. This overview shows insights with deliverables that are due next, how many deliverables are in what status, and how your time and money are working together for this project.

Why do I see projects in the list view but nothing in the kanban card view?

If you have projects without deliverables, you will see them in the project list, but when you switch to the deliverable view, there is nothing to see. Create deliverables for your projects to see deliverables in the kanban view.

Customize your work flow

Add your work flow to deliverable list and deliverables kanban. You'll begin with 3 default columns: "Not started," "In progress," and "Done." Edit the names as necessary or add a new column that fits in your process. You can toggle which column in your work flow is the "completed work" column by clicking the 3 dots. This is also how you will allow clients to view deliverables and give approval in their client portal.

Add new statuses by using the "+" button to the right of existing statuses. Rearrange statuses using drag-drop.

The statuses are the same across your entire account. Update the status of any deliverable by dragging and dropping to your desired column, or in the deliverable details.


Client approval functionality

The "Client approval" toggle is available for any column in kanban view. Toggling this to "on" will allow you to collaborate with your client by allowing them to approve the deliverable before moving to the next phase of the project.

If you have configured your Hecticâ„¢ client portal, then your client will receive an alert when you drag a deliverable into one of these columns (a task will be automatically created in the Client portal). You can find more information on client portal functionality here.

Advanced filtered search

As every millennial Instagram user knows, a great filter can change everything. Use filters to narrow your focus for your sprint, your day, or your current moment. There is also a search option in the left navigation to quickly find whatever you need in your full account.

You can use the filter icon to search your projects by name or status in either view.

Did this answer your question?