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TrackAxo documentation — projects, business, HR, sales & finance in one platform

📊 Manage Projects Guide

Learn how to create, edit, and manage projects effectively in TrackAxo. This comprehensive guide covers all aspects of project management from creation to completion.

🎯 Project Management Overview

The Manage Projects section is the core of TrackAxo's project management capabilities. Here you can create new projects, configure project settings, assign team members, set timelines, and monitor progress throughout the project lifecycle.

Project Lifecycle

Complete project management from initiation to closure

Team Collaboration

Assign roles, track progress, and manage team workload

🚀 Creating a New Project

Step-by-Step Project Creation

1. Access Project Management

Navigate to Projects → Manage Projects
Click the "Add New Project" button
You'll be taken to the project creation form

2. Basic Project Information

• Project Name: Choose a clear, descriptive name
• Project Code: Unique identifier for the project
• Description: Detailed project overview and objectives
• Project Type: Select appropriate category
• Client: Choose from existing clients or add new

3. Timeline and Milestones

• Start Date: When the project begins
• End Date: Expected completion date
• Key Milestones: Major project checkpoints
• Dependencies: Projects or tasks this depends on

4. Team and Resources

• Project Manager: Primary project lead
• Team Members: Assign project participants
• Roles: Define responsibilities for each member
• Skills Required: Specify needed expertise

5. Budget and Resources

• Budget: Total project budget allocation
• Resource Allocation: Time and cost estimates
• Risk Budget: Contingency funds
• ROI Expectations: Expected returns

Video walkthrough

Step-by-step video for this section is coming soon. Use the written guide below, or email contact@trackaxo.com for a live demo.

📋 Project Templates and Best Practices

Using Project Templates

✓ Start with pre-built templates for common project types
✓ Customize templates to match your organization's needs
✓ Save successful project configurations as new templates
✓ Share templates across teams for consistency

Project Management Best Practices

🎯 Define clear project objectives and success criteria
📅 Set realistic timelines with buffer for unexpected issues
👥 Assign roles and responsibilities clearly
📊 Establish regular progress reporting and review cycles

🔧 Troubleshooting Common Issues

Project Creation Issues

• Ensure all required fields are completed
• Check if project name/code is unique
• Verify you have permission to create projects
• Check for system validation errors
• Contact administrator if issues persist

Team Assignment Problems

• Verify team members exist in the system
• Check user permissions and availability
• Ensure roles are properly configured
• Review workload conflicts
• Update team assignments as needed

🚀 Ready to Explore More?

Now that you understand project management, explore other features to enhance your project management capabilities in TrackAxo.