How to Use Project Detailed View in Horilla HRMS
It’s much easier to manage complex projects when all the information you need is neatly laid out in front of you on one simple screen. Horilla HRMS‘s Project Detailed View is just that – it brings together project timeline, responsibilities, task progress, and status in an easily understood format.
Let’s look at the different parts of the Project Detailed View and how you can use it to manage your projects in the following blog post.
What is the Project Detailed View?
The Project Detailed View is the central project screen where you can:
- Understand the project at a glance, dates, managers, members, and description.
- Track the progress of tasks at all stages, such as Todo, In Progress, Completed, On Hold, and Cancelled or custom-created stages.
- Create tasks and assign them to the relevant persons without having to switch to other pages.
- Track the level of involvement of the teams.
This page turns your project from a static entry into a living, trackable workflow.
Central Controls: Search, Filter, and Actions
Along with the page header, you get a set of tools to work more efficiently with project tasks:
- Search by Task Name: Quickly find a specific task within the project without scrolling.
- View Toggles (List / Card):
- List View: Ideal for structured, tabular reviews and status audits.
- Card/Kanban View (if enabled): Great for visual workflow management.
- Filter: Narrow down tasks based on parameters such as status, assignee, date, or other configured fields.
- Create Button: Add new project items often tasks, subprojects, or related records, directly from this screen.
Header Section: Project Snapshot
At the top of the page, you’ll see the main project header. This section summarizes the most important information for quick decision-making.
- Project Name: Displayed prominently so you always know which project you’re working on.
- Start Date & End Date: Shows the defined project timeline (for example, Start Date: July 1, 2025 – End Date: Dec 31, 2027). This helps you track how much time has elapsed and how much remains.
- Status Indicator: A small status label (for example, `New`) gives you the current lifecycle stage of the project.
- Managers: Lists the responsible project manager(s). This makes it easy for team members to know who to contact for approvals or clarifications.
- Members: Displays avatars or initials of team members assigned to the project. You get an instant sense of who is involved and whether the team composition looks right.
- Description: A concise, high-level explanation of the project. This is where you communicate why the project exists and what business value it delivers.
Together, these elements turn the header into your single source of project truth.
Stage-Based Task Sections (Features Overview)
The “Stage” section assists in organizing tasks according to various steps in the workflow, such as “Todo,” “In Progress,” “Completed,” etc., and is fully customizable.
Each stage is represented as an accordion, which, when opened, displays all tasks created under that stage.
Key Features
- Custom Stages
Users can create, edit, or rename stages based on their workflow needs. - Add Tasks
Easily add new tasks directly within any stage. - Task Visibility
Expanding a stage shows all tasks associated with it in a structured list. - Status Update
Quickly update the status of tasks (e.g., move from Todo to In Progress) using dropdowns or actions. - Edit Tasks
Modify task details such as name, deadline, or description at any time. - Delete Tasks
Remove tasks that are no longer needed. - Task Count Indicator
Each stage displays a count of tasks it contains for quick tracking.
This setup offers a simple yet powerful means of task management, with the user having complete control while keeping everything organized and easily navigated.
The Project Detailed View in Horilla transforms project management from a scattered set of screens into a single, coherent workspace. Whether you are a project manager managing different teams, or just a team member with specific tasks to complete, this feature is your window to see the bigger picture while being able to zoom in on details. It is your new command center to effectively manage projects within Horilla.
Download Horilla HRMS from the App Store or Play Store and explore the free HR Experience In Your Hands.
