> For the complete documentation index, see [llms.txt](https://docs.kaana.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kaana.com/product/managing-projects/projects-overview.md).

# 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.

{% stepper %}
{% step %}

### Overview Tab

* Project summary and description
* Key dates and milestones
* Status and progress
* Quick stats (tasks, issues, documents)
  {% endstep %}

{% step %}

### Milestones Tab

* View and manage project milestones
* See tasks within each phase
* Track phase completion
  {% endstep %}

{% step %}

### Tasks Tab

* All tasks for the project
* Filter by status, assignee, or phase
* Create new tasks
  {% endstep %}

{% step %}

### Requirements Tab

* Business requirements
* Test cases
* Fit/gap analysis
  {% endstep %}

{% step %}

### Documents Tab

* Attached files and resources
* Version history
* Upload new documents
  {% endstep %}

{% step %}

### Activities Tab

* Meeting notes and logs
* Email records
* Team updates
  {% endstep %}

{% step %}

### Issues Tab

* Linked issues and blockers
* Issue status tracking
* Create new issues
  {% endstep %}

{% step %}

### History Tab

* Timeline of changes
* Who made what changes
* Audit trail
  {% endstep %}
  {% endstepper %}

### Project Status

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


---

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