Projects & Implementations

Project Schedule Planning

Losing control of deadlines and dependencies in complex implementations? The Projects module lets you break the scope down into concrete tasks, group them into milestones, and track progress on a Gantt chart. Artificial intelligence automatically generates plans, optimises task naming, and highlights potential delay risks.

See the screens
Project Schedule Planning — module screens in Process App
Input
Project scope
Flow
Scope → tasks on Gantt → milestones
Output
Schedule with milestones
Who works here
Project manager
Benefits

What changes in the company after the rollout

The scope is broken down into tasks, deadlines and milestones. The Gantt chart shows dependencies and delay risks.

Faster implementation planning

Save hours of work with automatic breakdown of the scope into ready-to-use schedules.

Full visibility of progress

Immediately see the current stage of the project thanks to a clear milestone structure.

Lower risk of delays

Early risk identification lets you prevent issues before they impact go‑live dates.

Better control of priorities

The team always knows what matters most thanks to clear markers for critical and high‑risk tasks.

All data in one place

Eliminate information chaos by keeping tasks, meetings, tickets and risks in a single view.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

Main screen of the Projects module showing statistics summary, navigation tiles to views, and lists of active projects and assigned tasks.
1

Main screen of the Projects module showing statistics summary, navigation tiles to views, and lists of active projects and assigned tasks.

Project base screen with the Project plan assistant window open, showing a chat with the assistant and a list of proposed changes to task names and numbering.
2

Project base screen with the Project plan assistant window open, showing a chat with the assistant and a list of proposed changes to task names and numbering.

Project base screen with the project details window open and the tab with the task list grouped by milestones active.
3

Project base screen with the project details window open and the tab with the task list grouped by milestones active.

Project base screen with the AI Risk proposals modal window open, showing a generated list of potential project risks with their assessment and mitigation plan.
4

Project base screen with the AI Risk proposals modal window open, showing a generated list of potential project risks with their assessment and mitigation plan.

Features

What exactly you get

Project base management

The system displays a list of all active projects with progress bars and status breakdown.

Milestone grouping

The application lets you organise tasks into logical phases such as Process analysis - CRM or Implementation kick-off.

Task status filtering

The mechanism allows you to quickly narrow the view to tasks with statuses In progress, Testing or Completed.

Multiple work views

The module provides dedicated screens such as Execution, Kanban, Gantt, Timesheets and Resources.

KPI tiles

The main screen presents key metrics including active projects, open tasks and logged hours.

Artificial intelligence

What AI does for you in this process

Project plan generation

AI analyses the implementation scope and automatically creates a task structure using the Generate AI plan button.

Task naming optimisation

AI analyses the current plan and proposes consistent changes to task names and numbering that can be approved with one click.

Risk identification and assessment

AI analyses the project and generates a list of potential risks with categorisation, severity level and a ready mitigation plan.

Plan assistant chat

AI accepts text commands and uses them to modify the schedule in the Project plan assistant window.

Module description

The process from start to finish

Manage the entire implementation lifecycle from a single, clear Project base screen. Create new projects and instantly break their scope down into smaller tasks grouped into milestones. Set priorities such as Critical, High or Medium, and track task statuses from To do through to Completed. Control team workload and budget using views such as Gantt, Kanban and Timesheets. Switch between the Overview, Metrics and AI Reports tabs to keep a complete picture of the situation at every stage. Use the built-in assistant to help you build a logical schedule and point out weak spots in the plan. This gives you confidence that every implementation will finish within the agreed time and budget.

See this process on your own data

We will walk you through the “Project Schedule Planning” 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

Project Kick-off

Project Kick-off

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Project database with statusesTask managementProject meeting records
Project Management

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Kanban boardInteractive Gantt chartTask detail management
Project Time Tracking

Project Time Tracking

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Daily grid recordsProject budget managementEntry filtering and grouping
Project Budget and Margin Control

Project Budget and Margin Control

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Working time registrationProject expense recordsFinancial KPI calculation
Client Status Reporting

Client Status Reporting

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Report parameter configurationKPI managementLive PDF preview
Lead Generation

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Landing page wizardForm registerCRM lead database
Prospecting

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Company searchSearch historySearch schedule
Cold Mailing

Cold Mailing

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Campaign managementAutomatic follow-upsPerformance analysis
Cold Calling

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Cold calling campaign handlingCall script editorCall queue management
Sales Opportunity Management

Sales Opportunity Management

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Pipeline managementActivity timelineSales meeting handling
Quotation Preparation

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Offer Preparation and Sending

Offer Preparation and Sending

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Offer and quote wizardOffer package managementInteractive landing page
Project Kick-off

Project Kick-off

Operations departmentServices
Project database with statusesTask managementProject meeting records
Project Management

Project Management

Operations departmentServices
Kanban boardInteractive Gantt chartTask detail management
Project Time Tracking

Project Time Tracking

Operations departmentServices
Daily grid recordsProject budget managementEntry filtering and grouping
Project Budget and Margin Control

Project Budget and Margin Control

Operations departmentServices
Working time registrationProject expense recordsFinancial KPI calculation
Client Status Reporting

Client Status Reporting

Operations departmentServices
Report parameter configurationKPI managementLive PDF preview
Lead Generation

Lead Generation

Sales and marketing departmentCommerce and e-commerce
Landing page wizardForm registerCRM lead database
Prospecting

Prospecting

Sales and marketing departmentCommerce and e-commerce
Company searchSearch historySearch schedule
Cold Mailing

Cold Mailing

Sales and marketing departmentCommerce and e-commerce
Campaign managementAutomatic follow-upsPerformance analysis
Cold Calling

Cold Calling

Sales and marketing departmentCommerce and e-commerce
Cold calling campaign handlingCall script editorCall queue management
Sales Opportunity Management

Sales Opportunity Management

Sales and marketing departmentCommerce and e-commerce
Pipeline managementActivity timelineSales meeting handling
Quotation Preparation

Quotation Preparation

Sales and marketing departmentCommerce and e-commerce
Enquiry managementQuotation calculatorProduct configuration
Offer Preparation and Sending

Offer Preparation and Sending

Sales and marketing departmentCommerce and e-commerce
Offer and quote wizardOffer package managementInteractive landing page