Projects & Implementations

Project Management

The team is getting lost in a tangle of tasks and you’re losing control of implementation timelines? The Projects module lets you manage all work end-to-end using Kanban boards and Gantt charts, giving the whole team one consistent view of progress. Built-in AI algorithms automatically generate status summaries and help refine the details of individual tasks.

See the screens

Project Management — module screens in Process App

Input: Project in progress
Flow: Kanban board → task moved → up-to-date project status
Output: Current status of tasks and phases

Who works here

Project manager, Team

Benefits

What changes in the company after the rollout

The project is managed on a Kanban board with task statuses. The entire team sees the same picture of progress.

Full work transparency

The entire team sees the same picture of progress and the current status of each stage of execution.

Faster communication

The ability to record voice comments and add attachments directly in the task card shortens decision and clarification time.

Better budget control

Ongoing tracking of monthly indicators allows you to react quickly to deviations from planned revenue.

Instant situational awareness

The overview screen immediately provides key indicators and a list of priority tasks to complete.

Accurate time planning

Timeline visualisation of the schedule makes it easier to allocate resources and avoid overlapping deadlines.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

Overview screen in the Projects module presenting a numerical summary of the module, navigation tiles to views, key indicators and lists of active projects and the user’s tasks.

Task Kanban screen in the Projects module displaying a board with task cards arranged in columns by status, along with a filter panel and action buttons.

Gantt Chart screen in the Projects module presenting the execution schedule of tasks in a monthly view broken down by individual projects.

Screen showing an open task detail window overlaid on the Gantt chart view, containing information about status, dates, relations, and sections for attachments, subtasks and comments.

Metrics and Availability screen in the Projects module presenting a table of monthly indicators with data on hours, plan execution and revenue.

Features

What exactly you get

Kanban board

The system lets you drag task cards between status columns and apply advanced filtering.

Interactive Gantt chart

The module presents the execution schedule broken down by projects and allows you to change the time scale.

Task detail management

From a single window, the user can change statuses, add subtasks and link tasks with CRM processes.

Monthly metrics table

The application combines available hours, execution plan and revenue in a clear tabular view.

Advanced search filters

Views can be narrowed down by companies, projects, assignees, priorities and milestones.

Artificial intelligence

What AI does for you in this process

Summary generation

Artificial intelligence analyses the board view and creates quick summaries for the selected tasks.

Detail refinement

AI helps expand the description and parameters of a task after clicking the relevant button in its card.

Report creation

Algorithms generate dedicated analytical summaries available directly from the main overview screen.

Module description

The process from start to finish

Manage every stage of project execution from a single overview screen, where you immediately see active projects and your own tasks to complete. Move your team’s daily work onto a clear task Kanban, easily changing statuses from To do through to Completed. Plan long term with the Execution Gantt Chart, which lets you smoothly switch between day, week, and month views. Continuously track key indicators such as logged hours and resource utilisation to avoid delays. Open the details of any task directly from the timeline to add subtasks, upload attachments or record voice comments for the team. Analyse profitability and progress in the Metrics and Availability tab, comparing the execution plan with actual revenue.

See this process on your own data

We will walk you through the “Project Management” module using your company as the example — the input, the flow and the end result in Process App.

Other modules

Explore the remaining system modules