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Project Management

ClarityLoop HRIS (HR+) Project Management gives teams one workspace for projects, tasks and timesheets. Employee data, reporting managers and permissions carry over from HR+, so you can assign work and capture delivery progress without duplicate setup.

Workspace overview​

  • Project › Dashboard – Metrics on total projects, in-progress work and due dates, plus charts for project and task status distribution.
  • Project › Projects – Create projects, assign managers/members and upload project documentation.
  • Project › Tasks – Board and list views for all project tasks, including stage management.
  • Project › Timesheet – Log and review time entries per project/task.

1. Create a project​

  1. Go to Project › Projects and click Create.
  2. Enter the project basics:
    • Name, Description and optional supporting document.
    • Status (New, In Progress, Completed, On Hold, Cancelled, Expired).
    • Start Date and optional End Date; tasks cannot end outside this window.
    • Project Managers and Project Members – select employees who can edit or contribute.
  3. Save the project. Managers can return anytime to update the status or membership.

2. Configure stages and tasks​

Project stages​

  • Each project starts with a default To Do stage.
  • Use the stage editor (available from the Tasks view) to add additional stages such as "In QA" or "Awaiting Sign-off".
  • Reorder stages using drag-and-drop; the Kanban board reflects the chosen sequence.

Create tasks​

  1. Open Project › Tasks and choose a view (Kanban or List).
  2. Select Create Task.
  3. Provide the task details:
    • Title, associated Project and Stage.
    • Task Managers and Task Members – multiple employees supported.
    • Start/End Dates (must fall within the project dates).
    • Description and optional document.
  4. Tasks move across stages using drag-and-drop on the Kanban board or by editing the card.
  5. Status automatically changes to Expired if the end date passes without completion.

3. Log and approve time​

  1. Employees open Project › Timesheet and click Add Timesheet.
  2. Select the Project, optional Task, date worked, hours spent (HH:MM) and a short description.
  3. HR+ validates that the employee is a project/task member and blocks future-dated entries.
  4. Managers can filter and review time entries, update statuses (In Progress or Completed) and export data for payroll or billing.

4. Monitor progress​

  • The Dashboard displays counts of new projects, projects in progress, and charts for project/task status.
  • Quick links on the dashboard open filtered lists for deeper analysis (e.g., projects due this month).
  • Use search and filters in both the Projects and Tasks views to focus on specific clients, owners or delivery windows.

Tips for effective delivery​

  • Assign at least one project manager so there is always someone with edit rights.
  • Encourage contributors to keep task documents updated—files stay with the task record for future audits.
  • Use task tags or naming conventions to indicate sprint numbers or release IDs; the search bar supports free text.
  • Close or archive completed tasks and projects to keep the board focused on active work.

By combining projects, tasks and time tracking inside HR+, teams gain visibility into delivery while HR retains a complete view of workload and utilisation.