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:
Overview Tab
Project summary and description
Key dates and milestones
Status and progress
Quick stats (tasks, issues, documents)
Milestones Tab
View and manage project milestones
See tasks within each phase
Track phase completion
Tasks Tab
All tasks for the project
Filter by status, assignee, or phase
Create new tasks
Requirements Tab
Business requirements
Test cases
Fit/gap analysis
Documents Tab
Attached files and resources
Version history
Upload new documents
Activities Tab
Meeting notes and logs
Email records
Team updates
Issues Tab
Linked issues and blockers
Issue status tracking
Create new issues
History Tab
Timeline of changes
Who made what changes
Audit trail
Project Status
Status | Meaning |
Active | Currently in progress |
On Hold | Temporarily paused |
Completed | Successfully finished |
Cancelled | No longer proceeding |
Related Topics
Managing Tasks
Working with Phases
Project Milestones