Project Intelligence Center
Live0 total projects · 0 active · 0 on hold
📖
Projects — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
✅ Up to date with current module code
A project-management hub for tracking client work from kickoff to delivery — 3 views (Grid/List/Timeline), a 5-tab detail view per project, live progress from milestones, and an AI health-check across everything active.
Sections
📋
Overview tab
Snapshot stats — progress %, milestones done, budget, due date — plus description and assigned team.
🎯
Milestones tab
Add/complete milestones; progress % recalculates automatically, and any milestone with a due date creates a Calendar event.
✅
Tasks tab
Link a Team-OS task straight to this project — it shows up on the assignee's own task board too, same task either place.
📝
Notes tab
A running notes pad for internal context that doesn't belong anywhere else.
🕐
Activity tab
Auto-built timeline from milestone/task creation and completion — nothing to log by hand.
1
Set the due date, priority, and Project Owner — add milestones with their own due dates right on the same form (+ New Project any time).
2
Track progress from whichever view fits — Grid (cards), List (table), or Timeline (Gantt-style). Progress % always auto-calculates from milestones completed.
3
Open AI Insights for a health-check across every active project — at-risk flags, bottlenecks, one recommended action for today.
4
Send a WhatsApp progress update to the client straight from a project's quick-action row.
5
Mark the project Completed once all milestones are done — completion date is recorded automatically.
🔗
Proposals
Projects has a ready-made '+ New Project' form (with the client pre-fillable via a URL parameter) — nothing in Proposals calls it yet, so start a project manually for now after a deal closes.
🔗
Calendar
A project's own due date, and every milestone with a due date (however it was added), creates a Calendar event live — no manual entry, no refresh needed.
🔗
Team-OS Tasks
Tasks linked from a project's Tasks tab are real Team-OS tasks — they appear on the assignee's own task board, not a separate copy.
🔗
Leads
Every project links to a Lead as its client — the Client dropdown pulls from the same Leads list used across the CRM.
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Export Projects
Exports whatever the current filters show
Total Projects
0
0 on hold
Active
0
in progress
Completed
0
delivered
At Risk
0
all on track
No projects yet.
Click + New Project to add your first one.
No projects match your filters.
+ New Project
Send WhatsApp Update
No phone number on file for this client — copy the message manually.