Project & Task Management

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Overview

The Project Management module is the operational core of Nextoria Hub. It provides everything a modern agency needs to plan, track, and deliver projects — from a solo brand refresh to a multi-team software launch.

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Projects

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Creating a Project

Navigate to Projects → New Project and fill in:

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Project Views

Switch between views using the toolbar above the project board:

• Kanban — Drag-and-drop cards across status columns
• List — Spreadsheet-style view with inline editing
• Timeline — Gantt-style view showing task dependencies and milestones
• Calendar — Month/week view for deadline tracking

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Tasks

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Task Fields

Each task supports the following fields:

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Task Dependencies

Mark a task as blocked by another task to prevent accidental early completion. Blocked tasks are visually dimmed in Kanban view and trigger warnings in timeline view when their dependency is overdue.

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Time Tracking

Each task has a built-in timer. Click ▶ Start Timer to begin logging time. Timers can be stopped and restarted. All time entries are visible in the task activity log and roll up to the project-level Utilization report.

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Milestones

Milestones are date-anchored checkpoints in a project. Create them at Project → Milestones → Add Milestone. Milestones appear in timeline view and trigger automatic notifications to the assigned client when reached.

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Budget Tracking

The project Budget tab shows:

• Total budget vs. spent (based on logged hours × team member rates)
• Invoice totals associated with this project
• Expense entries added manually or via expense reports
• Forecasted completion cost based on current burn rate

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Keyboard Shortcuts