Project Management

Corcava uses a hierarchical structure: Projects → Boards → Columns → Tasks. Each project can have multiple boards (for different workflows), each board has customizable columns (Kanban-style), and each column contains tasks. Projects are linked to clients, and team members are assigned to projects for access control.

Yes! Corcava allows you to create multiple boards per project. This is perfect for managing different workflows, sprints, or phases within the same project. Each board can have its own column structure and task organization while remaining under the same project umbrella.

You can create color-coded task labels to categorize and organize work. Labels can be used to indicate priority, task type, department, or any custom categorization you need. You can filter tasks by labels and create custom label palettes that work across your projects.

Yes, Corcava provides full archive and restore functionality. You can archive completed projects and boards to keep your workspace clean while preserving all data, including tasks, comments, time tracking, and file attachments. Archived items can be restored at any time with complete history intact.

Board automations let you set up automatic actions that trigger when tasks move to specific columns. You can auto-assign team members, send notifications, update task status, trigger webhooks, or perform other actions automatically. This reduces manual work and keeps everyone informed about project progress.

Yes, Corcava maintains comprehensive audit logs including task events for all changes, activity tracking for user actions, communication history, time tracking logs, and complete activity timelines. This provides full accountability and helps with compliance requirements.

Yes, you can add time estimates to tasks for budget tracking. Tasks include estimate fields that you can use to plan project timelines and compare estimated vs actual time spent. This helps with project profitability analysis and resource planning.

Corcava includes universal search functionality that works across projects, tasks, boards, clients, contacts, and deals. You can search from anywhere in the platform to find what you need in seconds. Search supports text-based queries and filters for more precise results.

Yes, you can upload files, documents, and images directly to tasks and deals. Supported formats include images, PDFs, and various document types. Files are organized per task/deal, include preview capabilities for images, and can be downloaded and shared. Task cards can show image thumbnails for visual reference.

Tasks include a commenting system for team collaboration. You can add comments to discuss work, use @mentions to notify specific team members, and view a complete activity timeline showing all task events, assignments, and changes. This keeps all project communication in context.

When creating a project, you can associate it with a client from your CRM. This connection enables client-specific time tracking, allows you to generate invoices from project time, gives clients portal access to their projects, and helps organize all work by client for better reporting and relationship management.

While individual recurring tasks aren't a standalone feature, you can use board automations and pipeline workflows to create task patterns that repeat based on triggers or schedules. For repeating project work, you can also duplicate boards and tasks as needed.

Yes, Corcava's email integration allows you to connect multiple email accounts (Gmail, Outlook) and track incoming communications. The system supports email-to-task conversion and integrates email tracking with your CRM for complete communication history.

Yes, Corcava supports cross-board task management. You can move tasks between different project boards seamlessly, reorganize work as priorities shift, and maintain all task context, comments, and history when moving tasks. This provides flexibility in organizing work across your projects.

You can filter tasks by assigned team members, filter by task labels, search for tasks by name or content, and use the global search to find tasks across all projects. Filtering helps you focus on specific work, see what's assigned to you, or review tasks by category.

Yes! Corcava includes comprehensive project manager reports with enhanced analytics for tracking team performance, project profitability analysis, resource allocation insights, and PM-specific metrics. These reports help project managers make data-driven decisions and identify bottlenecks.

The dashboard shows project health indicators including budget adherence, timeline analysis, completion rates, warnings for issues like missing bill rates, and real-time project status. Project performance reports provide detailed analysis of individual project health and profitability.

Columns can be marked as 'To Do' (is_todo) or 'Done' (is_done) to indicate their purpose in your workflow. Tasks in 'Done' columns are considered complete, which helps with project completion tracking and analytics. You can configure any column with these flags to match your workflow.

Yes, you can perform efficient bulk operations including moving multiple tasks between columns or boards, bulk task creation through file upload, and using drag-and-drop for multiple items. This saves time when reorganizing large projects or importing task lists.