Projects Overview

Projects Overview

Projects are the core of Kaana. They represent revenue initiatives, implementations, or any structured work your team is executing.

What is a Project?

A project in Kaana contains:

• Basic Information — Title, description, status, dates

• Test Cases — Use case tests related to requirements

• Milestones — Key checkpoints and deadlines

• Tasks — Individual work items

• Documents — Associated files and resources

• Activities — Meeting notes, emails, and updates

• Requirements — Business requirements

• Issues — Blockers, bugs, and concerns

• Team Members — Assigned contacts and stakeholders

Viewing Projects

Project List

Navigate to Projects to see all projects you have access to. The list shows:

• Project name and status

• Owner or lead

• Due date

• Progress indicators

Filtering Projects

Filter the project list by:

• Status — Active, On Hold, Completed, Cancelled

• Owner — Projects you own vs. all projects

• Date Range — Created or due date ranges

• Tags — Custom tags for organization

Sorting

Sort projects by:

• Name (A-Z or Z-A)

• Due date (nearest or furthest)

• Created date (newest or oldest)

• Status

Project Details

Click on a project to view its details page.

1

Overview Tab

• Project summary and description

• Key dates and milestones

• Status and progress

• Quick stats (tasks, issues, documents)

2

Milestones Tab

• View and manage project milestones

• See tasks within each phase

• Track phase completion

3

Tasks Tab

• All tasks for the project

• Filter by status, assignee, or phase

• Create new tasks

4

Requirements Tab

• Business requirements

• Test cases

• Fit/gap analysis

5

Documents Tab

• Attached files and resources

• Version history

• Upload new documents

6

Activities Tab

• Meeting notes and logs

• Email records

• Team updates

7

Issues Tab

• Linked issues and blockers

• Issue status tracking

• Create new issues

8

History Tab

• Timeline of changes

• Who made what changes

• Audit trail

Project Status

Status	Meaning
Active	Currently in progress
On Hold	Temporarily paused
Completed	Successfully finished
Cancelled	No longer proceeding