Work — Help Center

Everything you need to manage projects, tasks, time, and contracts in BusinessHRM. The Work section of the sidebar (briefcase icon) groups all of these tools together: Projects, Tasks, Task Boards, Timesheet, and Contracts.

Use the articles below to learn each feature step by step.

Projects

Article	What it covers
01 — Projects overview	What the Projects module is, where to find it, the project list, and statuses.
02 — Create a project	Every field on the new-project form, including budget, currency, and progress calculation.
03 — Project members and the project admin	Adding members and departments, hourly rates, and the project admin role.
04 — Milestones	Breaking a project into milestones with cost, status, and dates.
05 — Project files	Uploading files and external links to a project.
06 — Project categories, sub-categories, and labels	Organising projects with categories and colour-coded labels.
07 — Project status and progress	Changing status, the "finished" rule, and how progress is calculated.
08 — Gantt chart and project roadmap	The Gantt chart, public Gantt, and the Project Roadmap analytics view.
09 — Project notes	Public and private notes, including password-protected notes.
10 — Duplicating and archiving projects	Copying a project and working with the archive.

Tasks

Article	What it covers
11 — Tasks overview	The Tasks module, the List / Board / Calendar views, and statuses.
12 — Create a task	Every field on the new-task form: assignees, priority, estimate, billable, private, and more.
13 — Sub-tasks (checklist)	Adding a checklist of sub-tasks with their own assignees and files.
14 — Task comments	Commenting, @mentions, attachments, and reactions.
15 — Task labels and categories	Creating and managing task labels and categories.
16 — Priorities, dependencies, and private tasks	Setting priority, task dependencies, and making tasks private.
17 — Recurring tasks	Setting up tasks that repeat on a schedule.
18 — Task approval workflow	Sending tasks for approval and the Waiting Approval column.
19 — Task calendar	Viewing tasks on a calendar.

Task Boards

Article	What it covers
20 — Task Boards and the Kanban board	The Kanban board, multiple boards, the board switcher, and importing board templates.
21 — Managing columns (statuses)	Adding, editing, colouring, positioning, and deleting board columns.

Timesheet

Article	What it covers
22 — Timesheet overview	The Timesheet module, its views, and how time is tracked.
23 — Start, pause, and stop the timer	Running a live timer and the stop confirmation.
24 — Log time manually	Adding a time log by hand with start and end times.
25 — Timesheet approval	Approving, rejecting, and reverting time logs; weekly timesheets.
26 — Timesheet reports and earnings	Time-log reports, the calendar view, and how earnings are calculated.

Contracts

Article	What it covers
27 — Contracts overview	The Contracts module, the list, and contract states.
28 — Create a contract	Every field on the new-contract form and contract types.
29 — Signing a contract	Contact signatures, company signatures, and public sign links.
30 — Renewing a contract	Renewing, renewal history, and what changes.
31 — Contract files, discussions, and templates	Attaching files, discussion threads, and reusable templates.