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.
Projects
Creating a Project
Navigate to Projects → New Project and fill in:
| Field | Description |
|---|
| Name | Project display name (visible to clients) |
| Description | Brief scope summary |
| Start Date / End Date | Sets the timeline for milestones and calendar views |
| Budget | Total approved project budget in your workspace currency |
| Team Lead | The internal owner responsible for delivery |
| Client | The client account associated with this project |
| Status | Planning, In Progress, Review, Completed |
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
Tasks
Task Fields
Each task supports the following fields:
| Field | Description |
|---|
| Title | Short task description |
| Assignee | One or more team members |
| Priority | Critical, High, Medium, Low |
| Due Date | ISO date with optional time |
| Labels | Custom color-coded tags |
| Dependencies | Block this task on completion of another |
| Time Estimate | Planned hours |
| Time Logged | Actual hours tracked (via timer or manual entry) |
| Attachments | Files from the File Manager or uploaded directly |
| Comments | Threaded discussion within the task |
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.
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.
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.
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
Budget overrun alerts are sent to the project Admin when spending reaches 80%
and 100% of the approved budget.
Keyboard Shortcuts
| Action | Shortcut |
|---|
| New task | N |
| Open search | ⌘K |
| Switch to Kanban view | V K |
| Switch to List view | V L |
| Switch to Timeline view | V T |
| Assign task | A (with task focused) |
| Set due date | D (with task focused) |
