Projects

The Projects module helps teams organize delivery work across projects and tasks with multiple planning views.

Platform Capabilities

• Technical Summary — High-level summary of shared platform behavior used in this module.
• Platform Capabilities — Shared cross-module capabilities for EZY Portal.

Work Management

• Projects List — Browse and manage projects.
• Project Detail — View project context, progress, and related records.
• My Tasks — Focused task view for the signed-in user.
• Task Detail — Inspect and update task details.

Planning Views

• Boards — Kanban execution workspace (drag/drop, WIP, backlog handoff).
• Backlog — Project-scoped intake and bulk push/edit workflows.
• Calendar — Time-window scheduling view for tasks.

Configuration

• Project Types — Manage reusable project type definitions.
• Project Type Editor — Configure metadata and work-item schemas.
• Project Roles — Manage tenant-wide role labels used when adding participants to projects.
• Project Participants — Add and manage participants on individual projects.
• Project Governance Settings — Configure ownership rules, participant requirements, workflow enforcement, and how entities open across the module (superuser only).

Chat Skills

• Status Summary (Chat Skill) — Ask the portal chat for a quick status digest of active projects and tasks, scoped automatically to the current business-process context.

Universal Search and Cross-Entity Links

Projects and Tasks are indexed in the platform’s universal search. Use the search bar at the top of the page to find projects by name or code, and tasks by title or code, without navigating to a specific list view.

The Links tab on a project or task detail page shows related records from other portal modules. Linked entities are kept in sync through the portal entity registry, so navigating between modules preserves context.

Note: Project Settings is accessible to superusers via Projects → Settings → Project Settings.