Task Project

Where: Admin portal → Masters → Task Project
Route: /masters/task-project

A task project groups tasks. Each one has a name, an optional icon and a colour. You create them here; employees choose a project when they create a task in the employee portal (see Tasks).

1. The Task Project list

Not Applicable is the default project that comes with the account. See the protected project.

2. Add a task project

1. Click Add Task Project. The form is a single row: icon, name and colour.

   

2. Fill it in.

   Field	Notes
   Icon button (folder symbol, left)	Optional. Click it and choose a picture. The picture is uploaded at once and Icon uploaded appears – click Got it and carry on with the form.
   Project name*	Required. Clicking Save with it empty shows "Project name is required."
   Project color hex code	Starts as #9E9E9E (grey). Type a code in #RRGGBB form or click the colour swatch to pick one.

   

   

   

3. Click Save. Project saved – Project created. confirms it. Click Got it.

   

4. The project is in the list with its icon and colour.

   

3. Edit a task project

1. Click the pencil on the project's row.

   

2. Change the name, icon or colour – here the name and the colour.

   

3. Click Update. Project saved – Project updated. appears.

   

The protected project

The default Not Applicable project cannot be changed. Its form opens with the notice "This project is protected. The default "Not Applicable" project cannot be edited or deleted.", the fields are read-only and the only button is Close.

4. Delete a task project

1. Click the bin on the project's row.

2. The confirmation names the project and warns "This cannot be undone." Click Delete.

   

3. Project deleted – Project deleted. confirms it. Click Got it.

   

4. The project **stays in the list with the status *Inactive*** rather than disappearing – deleting a project switches it off.

   

Related: Task Status · Tasks (employee portal)