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Settings

The Settings branch allows administrators to define templates, categories, and checklists that standardize how projects are created and monitored. It ensures consistency across different project types and phases.

  • Project Template → Predefined templates that provide standard structures for creating new projects. Templates may include default phases, tasks, and reporting requirements.

  • Project Types → Classification of projects (e.g., construction, IT, service) that allows reporting and workflows to be adapted based on project nature.

  • Phase Lookups → Define standardized project phases (e.g., Initiation, Planning, Execution, Closure) that can be reused across multiple projects. This ensures uniform progress tracking.

  • Checking List → Maintain structured checklists for project activities, quality control, or compliance audits, ensuring no critical step is overlooked.