ProjectFlow
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ProjectFlow
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Main
Dashboard
Customers
Projects –
Tasks –
Tickets –
Resources
Hours
Files
Notes –
Meetings
People
Leave 0
Admin
Admin panel
Good morning
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Active projects
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Tasks due today
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Hours this month
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Overdue tasks
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Open tickets
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My week · hours & leave
My open tickets by priority
Time tracker
No timer running
00:00:00
My next 10 tasks
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Project progress
My open tickets
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Projects
All
Overdue
This week
Next week
Next 3 months
Future
No date
Tasks
All
Overdue
This week
Next week
Next 3 months
Future
No date
Task Status Priority Owner Hours Due
Critical High Medium Low
Projects
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Resource planner
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Hours
Estimated vs actual per project
ProjectCustomerEst hrsAct hrsPeriod hrsVariance
Time log
DateUserProjectTaskHoursNote
Documents
Central repository — attach to any customer, project, ticket or meeting
Folders
0 selected
↑
Drop files here or click to browse
Multiple files · Max 100MB each
Notes
Personal notes — only you can see these
Active 0
Archived 0
Customers
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Company Primary contact Projects Tasks Tickets Billed
Leave
Plan, request and approve time off
Pending your approval
My requests
TypeDatesDaysStatusApprover
MonTueWedThuFriSatSun
Meetings
Minutes, action points & follow-ups
Admin panel
Users, groups & system settings
Users
Groups
Settings
Audit log
Users
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UserRoleGroupsRateLast activeStatusActions
Groups
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GroupDescriptionMembersActions
Version & updates
Current build: —
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After deploying new files, publish a version bump — every open client auto-refreshes to the latest assets. Users can also force a refresh at reset.html.
System settings
Outgoing email (SMTP2GO)
Used for welcome & activation emails, password resets, reminders and notifications. The support inbox that creates tickets is configured separately under the Tickets tab.
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Provider
Your SMTP2GO account. Nothing is sent while this is off.
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Only if sending fails with an SSL/certificate error. Insecure: the request carries your API key, and it will no longer be protected against interception. The proper fix is to put a cacert.pem in the api/ folder, then switch this back off.
Sender
How these emails appear in the recipient's inbox.
Where replies go, if not the From address.
Activation links
Used by welcome and password-reset emails.
Required — mail sent from cron has no request to work it out from.
Hours before an activation or reset link expires.
This workspace's sender — optional
Leave blank to inherit the sender above. Set these so mail from this workspace looks like it comes from that team.
Send a test after saving to confirm it works.
Recent sends
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Document storage
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Google Cloud Storage
Uploads go to a bucket instead of this server's disk. Downloads are served straight from Google using short-lived signed links, so the bucket can stay private.
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Once issued, the link is the credential — keep it short.
Only if the connection fails with an SSL/certificate error. Insecure: this exchange carries a token with write access to your bucket. The proper fix is a cacert.pem in the api/ folder — which also fixes email and the support inbox.
Where your documents are now
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Each file is uploaded, verified by size, then removed from disk. Runs in batches — leave this open until it finishes.
Support inbox (email tickets)
Cron — have your server call this URL every few minutes to fetch new mail:
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Last poll: never.
Ticket tags Rename or delete tags — renaming onto an existing name merges them
Canned responses Pre-defined replies agents insert into a ticket with the 💬 Canned button
Kanban task statuses Drag to reorder — these control the Kanban board columns
Leave types Colour, paid, and whether it draws down a balance
Employee leave setup Approver & annual entitlement per employee
Year
TimeUserActionEntityDetail
My account
Your profile, notifications and settings live in the account panel.
Tickets
Support requests from your email inbox
0 selected
# Subject Requester Status Priority Assignee Updated Age
Messages
New project
Project details
Notes
Files
↑
Drop files or click to upload
Uploaded when you create the project
New task
Task details
Notes
Files
↑
Drop files or click to upload
Uploaded when you create the task
Log hours
Request leave
Document
Open in new tab Download
New ticket
For requests that arrive by phone or in person. Emailed requests become tickets on their own.
New meeting
Linking to a project lets you turn action points into tasks on it afterwards.
My account
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Signed in on this device
Email notifications
Choose what you want to be emailed about. Everything is on unless you turn it off. You are only emailed about things you did not already see here.
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Active sessions
Delete user
! This permanently deletes this user and cannot be undone. To keep their account and history, use Disable instead.
Their assigned tickets, tasks and projects are handed over before the account is removed.
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Time entries, leave, chat and audit history stay as they are — deleting someone shouldn't rewrite the record.
New user
Admins always have full access. This limits what non-admin users see in the sidebar.
New group
Edit task
Task details
Notes
Files
↑
Drop files or click to upload
Multiple files supported
Add customer
Optional — makes this a branch under another customer.
Workspaces
A new workspace starts empty. You become its admin and can add members below.
New customer from ticket
Requester will be added as the primary contact and this ticket linked to the new customer.
Customer
Contacts
Projects
Tickets
Part of (parent)
Branches
Email domains — tickets from these resolve here
Merge this customer into…
Moves contacts, projects, tickets, documents & domains into the master, then removes this one.
Add contact
Project detail
Project details
Notes
Files
🎫 Tickets
↑
Drop files or click to upload
Multiple files supported
Support tickets linked here. Add a link from a ticket’s detail (right column → “+ Link”).
Change status
Log time
hours
✏ Edit task
🗑 Delete task
⚠ Delete project permanently

You're about to permanently delete —. The following will also be removed:

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⚠ This action cannot be undone.
New note
Add item
Share note
Anyone you pick gets a read-only copy in their Notes, in the same colour/label you filed it under. They can't edit, pin, archive or delete it.
Shared note
Team dashboard
Ticket insights
Ticket automation
Auto-assignment rules
When a new ticket arrives, rules run top to bottom — the last matching rule wins. Tick stop on a rule to halt processing as soon as it matches. Use ▲ ▼ to reorder.
Escalation
If Open/Pending for more than hours, raise priority to
Checked each time the mailbox is polled. Only ever raises priority — never lowers it.
Merge tickets
Choose the master ticket. Its subject is kept; the others' messages, attachments and watchers move into it, and they're closed.
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