Project Management

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Overview

The Projects section allows you to create and manage projects in Monitor360. Projects serve as organizational units for tracking work and time allocation. Go to Work → Projects.

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Add a project

1. Click + Add
2. Enter a Title (for example, AlphaCart Portal) and optional Tags
3. Click Add to create the project

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Projects list

• Search projects by name or filter by Project Tags and status (Active or Archived)
• Click a project name to open its details
• Use the Actions (⋮) menu to Edit, Archive, Unarchive, or Delete a project. Archived projects keep their logged data and can be restored later

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Project details

A project has three tabs.

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Tasks

• Lists every task with its title, assigned users, and completion status
• Search by title, or filter by status (Completed or not)
• Click Add Task to create a task, assign users, and optionally make it Recurring
• Edit, complete, or delete a task from its actions menu

Recurring tasks repeat on a schedule. Choose a frequency (Every X Hours, Daily, Weekly, or Monthly) and set the times, days of the week, or days of the month.

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Members

• Shows everyone assigned to the project
• Click Add Members to add users. Remove a member from their card

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Report

• A summary of total time spent and completed vs. pending tasks
• Time and activity broken down by member and by task, which is useful for performance and billing reviews

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Projects from integrations

Projects imported from Integrations have extra options:

• Fetch tasks - pull the latest tasks from the connected system now
• Enable Auto Sync (in Edit Project) - fetch tasks automatically on a schedule

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Project reports

Use the Project Report to compare time spent, user contributions, and productivity for a project over any date range.

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Video walkthrough