Purpose: Use Armano Projects to organize work into projects, manage members, and track tasks across different views.

Key areas in Projects

• Projects list page: search projects and create a new project.
• Inside a project: switch between List, Board, Calendar, and Timeline views.
• Tasks can include:
  • Assignee(s)
  • Date (single day or range)
  • Progress
  • Priority (None / Low / Medium / High)
  • Description
  • Attachments
  • Checklists
  • Comments
  • Optional actions: Add label, Add estimated time, Remove cover

Create a new project #

Purpose: Create a project and add members.

Steps

1. Go to Projects.
2. Click + New Project.
3. In New Project, fill in:
   • Name* (required)
   • Members* (required)
4. Click Save.

Result

• The project is created and appears in the Projects list.

Manage project members and access type #

Purpose: Add members to a project and set their access type.

Steps

1. Open the project.
2. Open Manage Members (the member management screen shown in your modal).
3. To add a member:
   1. Open New members* and select the employee.
   2. Open Type* and choose the access type (e.g., Edit).
   3. Click Save.
4. To change a member’s access:
   • In the members list, change the type (e.g., Edit / Full) and Save.
5. To remove a member:
   • Click the trash icon next to the member.

Result

• Members are added/updated/removed based on your changes.

Switch between project views (List, Board, Calendar, Timeline) #

Purpose: Change how tasks are displayed inside a project.

Steps

1. Open a project (e.g., “HR”).
2. Use the top tabs to switch views:
   • List
   • Board
   • Calendar
   • Timeline

Result

• The project tasks are shown in the selected view.

List view: Add sections and tasks #

Purpose: Organize tasks under sections and create tasks in a structured list.

Steps

1. Open a project → select List.
2. To add a new section:
   • Click + Add Section.
3. To add a task inside a section:
   • Click Add task under the section and enter the task name.

Result

• New sections and tasks appear in the List.

List view: Create subtasks #

Purpose: Break a task into smaller steps using subtasks.

Steps

1. In List view, expand a task (using the small arrow next to it).
2. Add subtasks under the parent task (as shown with “Sub Task 1”, “sub2”, “sub3”).

Result

• Subtasks appear nested under the parent task.

Edit a task (assignee, dates, priority, description, attachments) #

Purpose: Update task details from the right-side task panel.

Steps

1. In List view, click a task to open its details panel on the right.
2. Update any of the following:
   • Assignee: click the assignee area (avatars / add-person icon)
   • Date: set the task date (can be a single day or a date range)
   • Priority: choose None / Low / Medium / High
   • Description: type into the description field
   • Attachments: upload using the attachment box
3. Click Mark complete when the task is finished.

Result

• Task updates are reflected in the list (including progress display).

Task actions: labels, estimated time, cover #

Purpose: Use additional task options from the task menu.

Steps

1. Open a task so the right-side panel appears.
2. Open the three-dot menu.
3. Choose an option:
   • Add label
   • Add estimated time
   • Remove cover (if the task has a cover)

Result

• The selected action is applied to the task.

Optional: Checklists and comments on a task #

Purpose: Use task tabs for more detail.

Steps

1. Open a task (right-side panel).
2. Use tabs:
   • Checklists
   • Comments (0)

Result

• You can track checklist items and task discussion in one place.