NAVICORE ONE company operating system · Part 11 · Projects & clients
Projects & tasks
Plan, assign and track every project and task, so everyone sees who is doing what.
What this page describes is the intended scope from the product specification. The status label shows how far along this area is.
Illustrative layout, not a live screenshot.
What it is
Projects have members, a project manager, a client, a budget, a timeline, milestones, a status and a health indicator. Tasks carry an assignee, priority, status, deadline, labels, subtasks, dependencies, comments, attachments and mentions, and can be viewed as a list, Kanban board, calendar, timeline or Gantt chart.
The problem
Work spread across chats, notes and spreadsheets makes it unclear who owns what, and what is late.
What NAVICORE ONE does
Projects hold the plan, tasks hold the work, and views show it as a list, board, calendar, timeline or Gantt chart.
The result
Everyone can see who is doing what, by when, and whether the project is healthy.
Who uses it, and when
- Project managers
- When setting up a project, its milestones and budget, and watching its health
- Team members
- Every day, working through their own tasks
- Managers and owners
- When checking team tasks, deadlines and project dashboards
How it works, step by step
From project to done
Sequence assembled from this part's listed functions, in plain language.- 1
Create project
- 2
Members & project manager
Plus the client, if there is one
- 3
Budget, timeline & milestones
- 4
Create & assign tasks
Priority, deadline, labels, subtasks, dependencies
- 5
Work moves through statuses
Comments, attachments, mentions, time
- 6
Health, activity & reports
Key functions
Projects
Members, project manager, client, budget, timeline, milestones, status and health.
Project documents & activity
Files and a running record of what happened on a project.
Tasks
Create, assign, set a priority, status and deadline.
Labels, subtasks & dependencies
Break work down and show what must happen first.
Comments, attachments & mentions
Discuss work where it happens and call in the right person.
Recurring tasks & templates
Repeat work that comes back regularly, or start from a template.
Task history & notifications
See what changed and be told when it matters.
Eight views
List, Kanban, calendar, timeline, Gantt, My tasks, Team tasks and a project dashboard.
Full scope from the product specification (36 items)
Projects
- Create project
- Project members
- Project manager
- Client
- Budget
- Timeline
- Milestones
- Status
- Health
- Documents
- Activity
- Reports
Tasks
- Create
- Assign
- Priority
- Status
- Deadline
- Labels
- Subtasks
- Dependencies
- Comments
- Attachments
- Mentions
- Recurring tasks
- Task templates
- Time tracking
- Task history
- Notifications
Views
- List
- Kanban
- Calendar
- Timeline
- Gantt
- My tasks
- Team tasks
- Project dashboard
How it connects to other parts
- Part 12Live
Time tracking
Record where working hours go, approve timesheets and see what is billable.
- Part 13Live
Clients & sales pipeline
Keep every lead, client and deal in one place, from first contact to signed contract.
- Part 28In build
Role dashboards
Open NAVICORE ONE and see what your role needs first, from employee to owner.
- Part 27In build
Notification center
Make sure people hear about what matters, on the channel they prefer, and not when they should not.
- Part 10Planned
Organization structure
Show how your company is organized: who leads what, and who reports to whom.
- Part 18In build
Documents & knowledge base
Store, share and find every document, policy and procedure, with the right permissions.
See it in action
Ask for a demo, or tell us how you would like to partner.