Projects

We360.ai projects — create, assign, and track team projects with built-in time tracking and budget management.

The central element of the We360.ai Project Suite is the Projects dashboard itself, providing a top-down view of all ongoing work and linking time-tracking directly to deliverables.

Projects dashboard with project listing and task management

Project Management

At a high level, administrators or project managers define the overarching "Projects."

• Configuration: Managers can create new projects, assign a default active status, and dictate which teams or specific individuals are allowed to log time against the project.

• Custom Fields: We360.ai supports up to 8 heavily typed "Custom Fields" per project (e.g., String, Integer, Boolean formats). This allows organizations to append specific metadata, such as internal billing codes, priority tags, or external client IDs directly to the project for reporting.

• Access Control: Depending on the Role settings, lower-level employees will only see the projects explicitly assigned to them, while Tenant Owners maintain a global view.

• Project Status Filter: Projects can be filtered by status -- Active or Archived -- allowing managers to keep the dashboard focused on current work while retaining historical project data for reference.

Project Detail View

Clicking into an individual project opens its detail view, which surfaces the full list of tasks assigned to that project along with cumulative time logged. The task table displays the following columns:

Column	Description
Summary	Title of the task (clickable to open details).
Status	Current progress indicator (e.g., TODO, IN PROGRESS, DONE).
Assignee	User responsible for completing the task.
Estimate	Time estimate to complete the task.
Start Date / Due Date	Task scheduling details.
Reporter	User who created or reported the task.

The table footer displays the total number of tasks within the project, with pagination options for viewing tasks in batches. Search bars allow filtering tasks by summary/keywords or by assigned users. From this view managers can add new tasks, reassign members, and review progress against estimates without leaving the project context.

Task Management

If a "Project" is the bucket, "Tasks" are the individual drops of work. Large projects are broken down into assignable sub-tasks that act as individual line-items for time tracking.

• Task Types: Tasks can be further categorized structurally as an EPIC (a large body of work), a standard TASK, or a BUG (defect resolution).

• Dual View Modes: The Task interface can be toggled via a primary switch between two modes:

  • List Data Table: A dense, sortable table displaying all tasks, their assignees, due dates, and statuses.

  • Kanban Board: A visual drag-and-drop board (e.g., To Do -> In Progress -> Review -> Done), allowing Agile-focused teams to move cards through a workflow pipeline visually.

• Quick Creation: The List view features an inline "Quick Add" input field, allowing managers to rapidly generate new tasks without opening a cumbersome modal form for every entry.

• Add Task Panel: Creating a new task opens a side panel with structured fields: Type (select from Bug, Feature, or Improvement), Summary (task title, mandatory), Description (detailed explanation), Assignee (responsible user), and Start Date / Due Date (scheduling). Click the Add Task button to save and add the task to the project list.

• Task Details Drawer: Clicking any task opens a comprehensive side-drawer detailing the description, assignee history, and a timeline of exactly how many hours have been logged against that specific sub-task. The detail view includes:

  • Attachments: Option to upload related files to the task.

  • Child Issues: Ability to link or create subtasks within a parent task.

  • Detail Panel (Sidebar): Shows Assignee and Reporter info, time tracking details (Estimate and Time Logged), Start and Due Dates, and Created/Updated timestamps.

  • Comments: Collaborate through task-specific discussions.

  • Status Changes: Easily switch between statuses (TODO, IN PROGRESS, DONE) directly from the detail view.