Overview

Overview #

Main Concepts #

There are three main concepts that make up the core of project tracker:

  • Customers - An individual person you will be performing a project for
  • Projects - A long running project that will be tracked and reported on
  • Tasks - A set of smaller steps that will make up a complete project

Workflow #

A typical workflow for a new project goes something like:

  1. Create a Customer
  2. Start a new Project for that Customer
  3. Create Tasks to break up the Project into smaller steps

Events #

When you create or make changes to a Project, events will be created that will be sent to the customer as an email notification. Events that will trigger an email notification are:

  • Creating a Project
  • Adding Tasks to a Project
  • Adding Notes to a Task or Project
  • Changing the Status of a Task