Projects

Plan work bigger than a ticket with phases, milestones and tasks, track health, time and budget, and share progress with your customers.

1. 1 Projects overview What a project holds in Tenvara, how health is worked out, the Projects sidebar and list, and where projects show up across the rest of the app.
2. 2 Creating a project Start a project from scratch, from a template or from an accepted quote, and choose how it is billed and what its budget is.
3. 3 Phases, tasks and dependencies Lay out a project in phases, add tasks with assignees, estimates, checklists and files, talk with @mentions, link tasks that wait on each other, and turn tasks into tickets and back.
4. 4 The board, the timeline and My work See a project's tasks as a board by status or phase, plan dates on the timeline with dependency arrows, and work through your own tasks and tickets in My work.
5. 5 Project templates The six starter templates, building your own plan with tasks timed from the start, assignee rules by owner, person or skill, and template tasks that run a script or deploy software through the agent.
6. 6 Time, budgets and billing Log time against project tasks, bill time and materials or fixed price milestones through your invoices, read a project's financials and profitability, and track slip against a baseline.
7. 7 Project team and resource planning Give a project its team with roles, plan each person's hours week by week, spot people booked beyond their working hours, and find projects that still need people.
8. 8 Projects in the customer portal What your customers see of their projects in the portal, how they sign off or decline milestones, comment on shared tasks and download a status report, and the close survey they get at the end.
9. 9 Project reports and status summaries Reports > Projects for profitability, budget burn, late tasks and utilisation, close survey results, AI status summaries on demand and weekly, and automation rules that act on projects, tasks and milestones.