Skip to content

Technical Summary

This summary describes tenant-facing platform capabilities used by the Projects module.

For shared platform concepts, see Platform Capabilities.

For backend/internal notes that are not directly user-facing, use open-documentations/projects/README.md.

  • Role- and permission-aware visibility across projects, tasks, boards, and scheduling views, with project-roles authorization that scopes participant access.
  • Record lifecycle support for project/task status transitions, terminal-status guards, and controlled deletion behavior.
  • Collaboration workflows: comments with nested replies, @mentions of project members, and audit history dialogs that replace the older activity-log surface and show field-level changes with actor and timestamp.
  • Deferred (draft) attachment uploads with separate image and file sections; supported file categories include dev and support documentation types.
  • Cross-entity Links tab on project and task detail pages, backed by the portal entity registry.
  • Universal search entity registration for projects and tasks — discoverable from the global portal search bar.
  • Status Summary chat skill that returns active projects and task summaries, scoped automatically by the active business-process context when present.
  • Entity open-mode settings (slide-over vs full page) configured under Project Governance Settings — affect how task and project records open across the module.
  • Drag-to-reorder interactions (work item types, project roles, backlog rank, kanban) using a consistent keyboard-, pointer-, and touch-accessible reorder model.
  • Search, filtering, multi-select bulk operations, and responsive (desktop table / mobile card) list workflows for day-to-day operational planning.
  • Cross-module consistency with shared portal settings, identity, and navigation.