A comprehensive project management solution enabling organizations to collaborate with clients through task tracking, file sharing, rich text notes, request management, and real-time notifications.

PROJECT OVERVIEW

The Project Task Management Platform is a sophisticated web application designed to streamline collaboration between service providers and their clients. Built with modern technologies, this platform offers a comprehensive suite of tools for managing projects, tasks, team members, and client communications in a single, intuitive interface.

KEY FEATURES

  • Organization Management - Create and manage multiple organizations with custom branding and member invitations
  • Multi-Project Support - Handle multiple client projects simultaneously with dedicated project workspaces
  • Advanced Task Management - Create tasks with subtasks, assign priorities, set due dates, and track approval workflows
  • Rich Text Collaboration - Use TipTap editor for formatted notes, comments, and requests with file attachments
  • File Management System - Centralized file storage with support for attachments in tasks, comments, and notes
  • Request Management - Handle client and internal requests with accept/reject workflows and assignment capabilities
  • Roadblock Tracking - Identify and manage project impediments with status tracking
  • Real-Time Notifications - Stay informed about all project activities and updates
  • Time Tracking - Monitor time spent on tasks with start/stop functionality and detailed reports
  • Member Activation System - Secure invitation and activation workflow for external project members

USER EXPERIENCE

The platform features a modern, responsive design built with React and Tailwind CSS, ensuring seamless access across desktop and mobile devices. The interface includes dark mode support, intuitive navigation, and real-time updates to keep all stakeholders informed.

TECHNICAL EXCELLENCE

THE REQUIREMENT

The client needed a comprehensive project management solution that would facilitate seamless collaboration between service providers and their clients. The system needed to support multiple organizations, enable external client member participation, and provide a centralized platform for all project-related activities.

SPECIFIC REQUIREMENTS

  1. User Authentication & Authorization - Secure login and signup functionality with support for email/password and Google OAuth authentication
  2. Organization Management - Ability to create organizations, invite internal members, and manage organization settings with custom logos
  3. Project Creation - Create projects with client company information, including company name and logo, and invite external members via email
  4. Project Workspace - Each project should display both service provider and client company logos, with organized tabs for different functionalities
  5. Task Management - Support for tasks with hierarchical subtasks, status tracking (todo, in progress, done, cancelled), priority levels, assignment capabilities, and approval workflows
  6. Rich Text Comments - Task comments should support rich text formatting and file attachments
  7. File Management - Centralized file storage showing all files attached to tasks, comments, or notes, with direct upload capability
  8. Member Management - Display external member names and emails with ability to add more members to projects
  9. Notes System - Chat-like interface for notes with rich text support and file attachment capabilities
  10. Request Management - Rich text requests with file attachments, support for accept/reject actions with reason comments, and assignment to internal or external members
  11. Roadblock Tracking - Simple text-based roadblocks with status management (Unresolved and Resolved)
  12. Notification System - Real-time notifications for all activities across all project tabs
  13. Time Tracking - Ability to track time spent on tasks with start/stop functionality and reporting
  14. Custom Fields - Support for project-specific custom fields to capture additional project information
  15. Subscription Management - Integration with Stripe for organization subscription management

BUSINESS REQUIREMENTS

  • Support for multiple organizations and projects simultaneously
  • Secure external member invitation and activation workflow
  • Client-facing interface that maintains professional branding
  • Comprehensive audit trail through notifications and activity tracking
  • Scalable architecture to handle a growing user base and projects
  • Mobile-responsive design for on-the-go access

CORE FEATURES

  • icon Secure authentication with email and Google OAuth
  • icon Organization and multi-project management with custom branding
  • icon Task management with subtasks, priorities, statuses, and approvals
  • icon Collaborative notes, comments, and file sharing
  • icon Request and roadblock tracking with workflow controls
  • icon Real-time notifications and activity updates
  • icon Time tracking with reports and project insights
  • icon Custom fields and advanced search/filtering
  • icon Subscription and billing with Stripe integration
  • icon Dashboard analytics with dark mode and responsive design

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