Projects and Tasks

Last updated: 2026-03-19 Owner: Product Writer Audience: owner, tenant admin, manager, hr_admin

Purpose

Explain how to use the Projects module to manage WBS items, tasks, and operational assignments.

Prerequisites

• an authorised tenant role for the Projects module
• the correct active tenant

Available views

The module is now organized into four main views:

• user-to-project assignment management

Operational steps

1. Open Projects from the workspace menu.
2. Start from Overview to understand whether you need projects, tasks, or assignments.
3. Open Projects when you need to create or update a WBS item.
4. Open Tasks when you need to create, rename, or archive tasks.
5. Open Assignments when you need to link a person to a project.

Expected result

The user can clearly distinguish:

• the overview view
• project management
• task management
• assignment management

Common errors

• You cannot see the Assignments view
• cause: your role does not have project assignment management permissions
• solution: use an authorised role or ask owner/admin/HR support

• An insight opens a filtered view
• cause: the link is taking you directly to the correct operational drill-down
• solution: use Reset view if you want to return to the general overview

• You see the project but not the expected tasks
• cause: you are looking at a filtered view or the task is archived
• solution: check the active section and the current status filters

FAQ

Are `Projects` and `Overview` the same thing?

No. Projects is the module. Overview is only the initial view inside the module.

Can I open the exact section directly with a link?

Yes. HORIS now uses dedicated URLs for overview, projects, tasks, and assignments.