How to Create and Manage Projects in HTech PM
This guide explains how administrators create projects, manage tasks, and maintain project status in HTech PM.
Create a New Project (Manual)
Navigate to:
Addons \u2192 HTech PM \u2192 Projects
- Click Create Project
- Select the client
- Enter project name and (optional) description
- Select status and (optional) start/due dates
- Save
Create a Project From a Template
If templates are configured, select a template during project creation to auto-create tasks.
Managing Tasks
- Add tasks from the Tasks tab
- Edit tasks when requirements change
- Mark tasks complete by moving them to a closed/completed status
Updating Project Status
Update the project status to reflect overall progress. Status changes are recorded in the project activity log.
Recommended Best Practices
- Use templates for repeatable services
- Break work into small tasks with clear titles
- Keep statuses up to date
- Use discussions/files within the project to keep communication centralized