> ## Documentation Index
> Fetch the complete documentation index at: https://help.gorelo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How projects work

> The Projects module helps you manage multi-step client work with tasks, timelines, and collaboration.

The **Projects** module in Gorelo helps you track multi-step engagements and larger initiatives than tickets. You can assign a lead for each project, add tasks, streamline tickets, and collaborate with clients using the project module.

## When to use projects

The project module suits work that requires:

* Time tracking
* Collaboration through the **Client Portal**
* Multi-step processes and milestones
* Visibility for the client while keeping an internal trail

While [tickets](/tickets) are ideal for individual support tasks, the following table identifies scenarios that benefit from being managed as a project:

| Project type                             | How to use projects in Gorelo                                                                                                                                                                                              | Leveraged by...                                                                                                                 |
| ---------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Standardized client onboarding**       | Create a consistent set of tasks for every new client you sign. Ensure that all necessary steps (setting up organization details, configuring hardware, and onboarding users) are followed precisely for every engagement. | <ul><li>Project templates</li><li>Checklist templates</li><li>Customizable sections</li><li>Template comments</li></ul>         |
| **Service and hosting migrations**       | Define a specific set of tasks tailored to the client's environment (such as a WordPress migration), tracking each stage until the migration is 100% finished.                                                             | <ul><li>Task dependencies</li><li>Timeline</li><li>Timer</li></ul>                                                              |
| **Procurement and logistics management** | Tracking the acquisition and delivery of physical assets within the context of a larger deployment project.                                                                                                                | <ul><li>Shipment tracking</li><li>Public conversation threads</li></ul>                                                         |
| **Large-scale initiatives**              | Work that exceeds the scope of a standard support ticket.                                                                                                                                                                  | <ul><li>Board (kanban) layout</li><li>Client Portal sharing</li><li>Priorities and due dates</li><li>Private comments</li></ul> |

The project module simplifies tracking complex work using the following main features:

## Layouts

Navigate between three different layouts:

* **Timeline**: the project's tracking history, which you can manually complete by posting comments. The comments can be public (visible by everyone who has access to the project), private (visible only by your team), and/or fully or partially encrypted.
* **Table**: a list of all the project's tasks.
* **Board**: a Kanban view of all the project's tasks.

### Group tasks

Filter the view using the **Group by** option at the top of each view. You can group tasks by:

* **Sections:** create and delete sections to categorize your work.
* **Statuses:** Gorelo provides four statuses for tasks, including *Not started*, *Working on It*, *On hold*, and *Done*.

## Tasks

You can manually add tasks and define:

* A title for the task
* An assignee
* A due date
* Assets and/or uptimes
* A priority level (from urgent to low)

Each task contains its own public and private timeline, within which you can add comments specifically to that task. Tasks are also interdependent: you can mark a task as blocked by or blocking another task. Third-party conversations with external providers are also available in tasks.

### Track time for tasks

Each task comes with an embedded timer you can click when you start working on the task. When you stop the timer and click **Add time**, a dialog appears to allow you to optionally upload files and add details. Once completed and submitted, time spent on the task appears in the **Time** tab in each task.

Alternatively, you can also add time manually in the **Time** section of each task.

### Products

Add products and bundles to tasks, and use the predefined sections or edit them as you see fit. Set them as **billable** or **non-billable**. If non-billable, you can select an option to hide the product from the client.

### Checklists

Checklists can be set manually for each task, or use templates. Gorelo provides predefined templates, but you can create custom ones. When creating a new checklist, click the **disk icon** to save it as a template to reuse it later on similar tasks.

### Shipment tracking

For hardware shipments, you can add a tracking number and carrier to each task and get notified when the shipment has been delivered.

### Approval

Some tasks require steps to get approval from your designated [approver](/approve-and-invoice). Add them directly from the task to require approval, with a custom message detailing the action.

## FAQs

<Accordion title="I made a mistake when adding time after working on a task. Can I edit the time entry?">
  Yes, you can edit time spent and details. From the task, navigate to the **Time** tab, click the **three dots** of the relevant session, and select **Edit**.
</Accordion>