Managing projects and tasks

Projects and tasks are how work is organised in Cadigence. A project groups related drawings for one client or job; a task is one drawing’s worth of work that a designer owns and submits for review. Managers and admins set these up in the web portal.

Create a project

1. Go to Projects and start a new project.
2. Fill in the details:
   • Project name and client, what the work is and who it’s for.
   • Dates: start and due dates.
   • Manager: who owns the project (admins can assign another manager).
   • Designers: the team members who’ll be assigned tasks.
3. Save. Cadigence generates a project code (for example PRJ-0001) used to number every task in the project.

Creating a new project, name, client, manager, team members, dates, and status

You can edit a project later to adjust dates, the client, or the team. A project can be active, on hold, completed, or archived.

A project's detail view, its tasks, estimated and actual hours, iterations, and activity

Add tasks

A task represents one drawing through its review.

1. Open Tasks (or the project) and create a task.
2. Set a title, pick the project, optionally set a discipline, and assign a designer.
3. Save. A task code is generated from the project code and a sequence number (for example PRJ-0001-0007). The designer can now map a drawing to this task from the plugin.

Creating a new task, title, project, assigned designer, estimated hours, discipline, and priority

The Tasks screen, every drawing's task across projects, with status, estimated vs. actual hours, and iterations

Import many tasks at once

To set up a project quickly, use Import on the Tasks screen to bring in tasks from a CSV or Excel file, titles, disciplines, and designer assignments in one go. Task codes are generated automatically for any you don’t supply.

Bulk-importing tasks from a CSV/Excel file, showing the required columns and a downloadable template

Track and export

The Tasks and Projects lists show live status: how many tasks are in progress, ready, or approved, total CAD hours, average iterations, and last activity. You can export these lists to CSV/Excel for reporting.

The Projects list, each project's status, task progress, CAD hours, and review levels

See Statuses and states for what each status means, and Multi-level approval to set up how tasks get reviewed.