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.
Dashboard
The project Dashboard is the operational landing screen. It combines organization-level project visibility with the signed-in user's own tasks, standups, and timesheet reminders in one place.
KPI summary cards give a quick read on the user's own workload: total and active projects, active tasks, tasks due today, and hours logged.
The Project Overview area summarizes the active projects the user can access, with visual indicators for scanning several projects at once.
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 strongly typed "Custom Fields" per project (for example, string, integer, or boolean formats). This lets organizations 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 see only 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—so managers can 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:
Summary
Title of the task (clickable to open details).
Status
Current progress indicator (for example, TODO, IN PROGRESS, or 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 standardTASK, or aBUG(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 (for example, To Do → In Progress → Review → Done), so Agile-focused teams can move cards through a workflow pipeline visually.
Quick Creation: The List view features an inline "Quick Add" input field, so managers can add new tasks without opening a separate form for every entry.
Add Task Panel: Creating a new task opens a side panel with structured fields: Type (Epic, Task, or Bug), 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: Switch between statuses (TODO, IN PROGRESS, or DONE) directly from the detail view.
My Tasks
My Tasks is a personal workspace where users manage their own assigned work: viewing tasks, updating statuses, logging effort, and tracking deadlines across projects.
Filters narrow the list by status, priority, due date, project, sprint, or tags.
All Tasks
All Tasks widens the view to work across every project the user can access, for monitoring progress, reviewing assignments, and analyzing workload. The same filters apply, with assignee and reviewer added.
Calendar View
Alongside the List and Kanban views, a Calendar View places tasks on a timeline for date-based planning. Managers can schedule tasks, adjust timelines, and review upcoming deadlines, and filter the calendar by sprint, status, or assignee. Unscheduled tasks stay visible until a date is added.
Sprints
Tasks can be grouped into sprints—time-boxed cycles with a start and end date. The sprint controls let managers create a sprint, add tasks to it, start it, and complete it; when a sprint is completed, unfinished tasks can carry over to the next one. Task views can be filtered to a single sprint to keep the board focused on the current cycle. For running a sprint end to end, see Plan and run a sprint.
Daily Standups
The Standup screen gives teams a single place to run a daily check-in without opening each board. From it, the team can review progress across members, add work logs, create or update tasks, change assignees, and add comments. A standup summary can be saved, downloaded as an image or PDF, and shared as a meeting record.
Access & Roles
Project access is controlled by membership and role. Projects define Project Owners and Project Members, and Guests have view-only access. Permissions can be set at both the organization and project levels.
Workflow Automation
The Workflow screen lets organizations automate routine project actions such as sprint creation, sprint completion, task movement, and status transitions, keeping process consistent across teams.
Archived Projects
Inactive projects can be archived to hide them from operational views while keeping their tasks and history. A project can also be marked To Be Deleted for permanent removal.
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