Projects and tasks
The Project app (Pro+ tier) tracks the work your team does — for internal initiatives or for customer-billable projects.
Anatomy
A project is a container. Inside, tasks are the units of work:
Project: Acme Website Build
├── Task: Design home page
├── Task: Build CMS
├── Task: Configure hosting
├── Task: User testing
└── Task: LaunchEach project has:
| Field | What |
|---|---|
| Name | The customer-facing project name |
| Customer | The buyer; for invoicing |
| Manager | The PLANA user responsible |
| Members | Who works on it |
| Stages | Custom kanban columns (e.g. Backlog / In Progress / Review / Done) |
| Analytic account | For per-project profitability |
| Billing type | None / Hourly / Fixed / Milestones |
Tasks
Each task carries:
| Field | What |
|---|---|
| Title / description | What to do |
| Assigned to | Who is on it |
| Stage | Current status in the kanban |
| Deadline | When it needs to be done |
| Tags | Optional categorisation |
| Subtasks | Break into smaller steps |
| Dependencies | "Wait for task X before starting" |
| Timesheets | Hours logged against this task |
Views
| View | When |
|---|---|
| Kanban | Default — visual swim lanes by stage |
| List | Tabular with sortable columns |
| Gantt | Time-based, dependencies visible |
| Calendar | Deadline-focused |
| Map | If tasks have locations (field service) |
Status workflow
The default stages: In Progress → Done → Cancelled. Customise per project.
For an agile workflow, common stages:
- Backlog — not yet started
- Next — committed for the current sprint
- In Progress — actively worked on
- Review — done, awaiting QA / approval
- Done — accepted
- Cancelled — abandoned, with a reason
Move tasks between stages by dragging in the kanban view.
Tasks linked to sale orders
When a sale order is for service work, PLANA can auto-create the project and tasks from the order:
- Sale order with a "service" product → on confirm, generates a project
- Project's customer = sale order customer
- Sale order's quantity = task budget hours (for hourly billing)
Where to read more
- Timesheets — logging hours
- Customer billing — invoicing from projects
- Analytic accounting — per-project profitability