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 #

1. Start Here: Projects and Boards Fundamentals 2. Core Features: Column and Task Management 3. Advanced Features: Labels, Attachments, Events 4. Team Features: Collaboration and Permissions 5. Automation: Integrations and Workflows 6. 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.