Workspace

Centralized view of projects and tasks assigned to the user

The Workspace Menu is the central hub for navigating all aspects of the user's and projects work in Projetly. Workspace provides quick access to projects, tasks, timelines, and other essential tools — all in one place.

The Workspace Menu ensures organization and productivity without losing context. From here, the user can navigate between task views, explore all project timelines, manage resources, or review upcoming milestones with just a click. The workspace contains the following options:

  1. My Tasks - An overview of all tasks across projects assigned to the active user.

  2. Projects: A list of all the projects the user is a part of. Users can expand each project to access detailed modules or sub-sections.

    • Project Overview

    • Onboarding Plan

    • Project Task Plan

    • Meetings

    • Document

My Tasks:

The 'My tasks' module contains the following details for all tasks:

  1. Task ID

  2. Title

  3. Description

  4. Milestone

  5. Projects

  6. Due Date

You can also add new tasks from this page. Click on the Project name on the left mini-menu panel to navigate to the project page. To know more, visit 'Project Overview' and 'Onboarding Plan'.

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