Project Management Documentation Plan
Overview
Corcava's project management system is built around a hierarchical structure: Projects → Boards → Columns → Tasks. This system provides powerful Kanban-style project management with advanced features for team collaboration, time tracking, and automation.
Documentation Structure Plan
1. Project Management Fundamentals
- Projects Overview - Core project entity, client association, team management
- Project Hierarchy - How projects relate to clients, users, and boards
- Project Lifecycle - Creation, active management, archiving, restoration
- Project Permissions - Role-based access control and visibility settings
2. Project Boards (Kanban System)
- Board Fundamentals - What are project boards, multiple boards per project
- Board Creation & Setup - Creating boards, linking to projects
- Board Management - Editing, archiving, restoring boards
- Board Permissions - Access control and team visibility
3. Column Management
- Column Types - Standard columns, "To Do" columns, "Done" columns
- Column Configuration - Creating, renaming, ordering columns
- Column States - is_todo, is_done flags and their significance
- Column Operations - Archive, restore, delete columns
- Drag & Drop - Reordering columns within boards
4. Task Management System
- Task Creation - Multiple ways to create tasks (form, drag-drop, file upload)
- Task Properties - Name, description, dates, estimates, amounts
- Task Assignment - Assigning users to tasks, multiple assignees
- Task States - Active, completed, archived tasks
- Task Operations - Edit, move, archive, restore, delete
5. Advanced Task Features
- Task Labels - Color-coded labels for categorization
- File Attachments - Upload files, images, documents to tasks
- Task Comments - Team collaboration through task discussions
- Task Events - Automatic activity tracking and audit trail
- Time Tracking - Direct time tracking integration with tasks
- Task Estimates - Time estimates and budget tracking
6. Activity Tracking & Events
- Automatic Events - System-generated activity logs
- Event Types - Comments, assignments, column changes, description updates
- Activity Timeline - Complete audit trail for tasks and projects
- User Actions - Track who did what and when
7. Drag & Drop Interface
- Task Movement - Moving tasks between columns and boards
- Column Reordering - Organizing board layout
- Bulk Operations - Moving multiple items efficiently
- Visual Feedback - Ghost elements and drag indicators
8. File & Media Management
- File Upload Methods - Direct upload, drag-drop, bulk upload
- Supported Formats - Images, documents, various file types
- File Organization - Attachments per task, file versioning
- Image Preview - Visual task cards with image thumbnails
- File Download - Accessing and sharing attachments
9. Team Collaboration
- User Assignment - Assigning team members to projects and tasks
- Collaboration Tools - Comments, mentions, notifications
- Visibility Controls - Who can see what based on roles
- Team Communication - In-context discussions
10. Automation & Integration
- Board Automations - Automated actions based on task movements
- Slack Integration - Notifications and updates to Slack channels
- Telegram Integration - Bot notifications and task management
- Webhook Support - Custom integrations and external triggers
- Pipeline Automation - Automated workflows across projects
11. Filtering & Search
- User-Based Filtering - Filter tasks by assigned team members
- Search Functionality - Find projects, boards, and tasks by name
- Global Search - Search across projects, boards, clients, contacts, and tasks
- Simple Text Search - Basic text-based search with LIKE queries
12. Archive & History Management
- Project Archives - Archiving completed projects
- Board Archives - Archiving old boards while preserving data
- Task Archives - Completed and archived task management
- Restoration Process - Bringing back archived items
- Data Retention - How long archived data is kept
13. Permissions & Access Control
- Role-based Access - Different user roles and their capabilities
- Project-level Permissions - Who can access which projects
- Board-level Security - Board-specific access controls
- Task-level Permissions - Fine-grained task access
- Client Portal Access - What clients can see and do
14. Mobile & Responsive Features
- Mobile Interface - How project management works on mobile
- Touch Interactions - Mobile-optimized drag and drop
- Responsive Design - Adapting to different screen sizes
- Offline Capabilities - Working without internet connection
15. Reporting & Analytics
- Project Reports - Progress tracking and completion rates
- Task Analytics - Task completion times and bottlenecks
- Team Performance - Individual and team productivity metrics
- Time Reports - Integration with time tracking for billing
- Custom Reports - Generating reports for clients and stakeholders
16. Integration with Other Modules
- Time Tracking Integration - Seamless time tracking on tasks
- Client Portal - What clients see of project progress
- Invoicing Integration - Converting tracked time to invoices
- Contact Management - Linking tasks to contacts and deals
- Email Integration - Creating tasks from emails
17. Best Practices & Workflows
- Project Setup - Recommended project structure
- Board Organization - Effective column layouts
- Task Management - Task naming and organization conventions
- Team Workflows - Collaboration best practices
- Automation Setup - Configuring effective automations
18. Troubleshooting & FAQs
- Common Issues - Typical problems and solutions
- Performance Tips - Optimizing large projects and boards
- Data Recovery - Recovering accidentally deleted items
- Permission Issues - Resolving access problems
- Integration Problems - Fixing automation and integration issues
Key Features to Highlight
✅ Core Capabilities
- Hierarchical project structure (Projects → Boards → Columns → Tasks)
- Full Kanban board functionality with drag & drop
- Multi-user collaboration with real-time updates
- Comprehensive activity tracking and audit trails
- Advanced file attachment and media management
- Flexible permission and access control system
✅ Advanced Features
- Multiple boards per project for complex workflows
- Task labels and categorization system
- Time tracking integration at task level
- Automated workflows and integrations
- Archive/restore functionality with data preservation
- Client portal integration for transparency
✅ Integration Points
- Seamless time tracking integration
- Direct invoicing from tracked time
- Slack and Telegram notifications
- Email-to-task conversion
- Contact and deal management links
- Custom webhook support
✅ User Experience
- Intuitive drag & drop interface
- Mobile-responsive design
- Real-time collaboration
- Visual task cards with image previews
- Comprehensive search and filtering
- Bulk operations for efficiency
Documentation Priority Order
- Start Here: Projects and Boards Fundamentals
- Core Features: Column and Task Management
- Advanced Features: Labels, Attachments, Events
- Team Features: Collaboration and Permissions
- Automation: Integrations and Workflows
- Management: Archives and Administration
This structure will provide comprehensive coverage of Corcava's project management capabilities while maintaining logical flow for users learning the system.
Corcava's activity tracking system provides comprehensive, automatic logging of every action and change within your projects. This powerful audit trail system ensures complete transparency, accountabi...
Beyond basic task creation and management, Corcava provides powerful advanced features that enhance task organization, team collaboration, and project transparency. These features transform simple tas...
Corcava's archive and history management system uses Laravel's SoftDeletes functionality to provide comprehensive archiving and restoration capabilities for projects, boards, columns, and tasks. This...
Corcava's automation and integration system provides specific notification and workflow features that connect your project management activities with external communication platforms. Based on code an...
Columns are the backbone of your Kanban workflow in Corcava's project boards. They represent the different stages that tasks move through from initial creation to completion. Understanding how to effe...
Corcava's drag & drop interface provides an intuitive, visual way to manage your project workflows. This powerful interface allows you to move tasks between columns, reorder workflow stages, and p...
Corcava's file and media management system provides comprehensive attachment capabilities for tasks, enabling teams to share documents, images, and other files directly within their project workflows....
Corcava's filtering and search system provides essential tools for finding and organizing information within your project management workspace. Based on code analysis, the system includes user-based t...
Corcava's project management system seamlessly integrates with other platform modules to provide a unified business management experience. Based on thorough code analysis, the project management featu...
Corcava's project management system is built with responsive design principles using Tailwind CSS, providing a mobile-optimized experience that adapts to different screen sizes and devices. Based on c...
Corcava implements a comprehensive role-based access control system that ensures team members have appropriate access to projects, boards, and tasks while maintaining security and data isolation. Base...
Project Boards are Corcava's powerful Kanban-style visual project management system. Each board provides a flexible workspace where your team can organize tasks, track progress, and collaborate effect...
Projects are the foundation of Corcava's work organization system. Every piece of work, from simple tasks to complex campaigns, is organized within projects that connect to your clients, team members,...
Corcava's reporting and analytics system provides comprehensive insights into project performance, team productivity, and time utilization. Based on thorough code analysis, the system includes time tr...
Tasks are the fundamental work units in Corcava's project management system. They represent individual pieces of work that move through your workflow columns, from initial creation to completion. Each...
Effective team collaboration is the foundation of successful project delivery in Corcava. The platform provides comprehensive tools for team communication, coordination, and workflow management that e...
Team collaboration within Corcava's project management system focuses on specific tools and features that enable effective teamwork on projects, boards, and tasks. This includes user assignment system...